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Belpointe Asset Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Belpointe Asset Management’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.47M Buy
+31,894
New +$1.46M 0.05% 317
2025
Q1 		– Sell
-6,470
Closed -$274K – 1009
2024
Q4 		$274K Buy
+6,470
New +$309K 0.02% 689
2024
Q3 		– Sell
-5,760
Closed -$276K – 975
2024
Q2 		$276K Buy
+5,760
New +$283K 0.02% 617
2023
Q3 		– Sell
-8,907
Closed -$559K – 702
2023
Q2 		$559K Buy
8,907
+7,198
+421% +$461K 0.06% 285
2023
Q1 		$104K Sell
1,709
-4,981
-74% -$315K 0.01% 1279
2022
Q4 		$479K Buy
+6,690
New +$470K 0.03% 558

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TI
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PA
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DHC
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TJHA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return