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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.47M Buy
2025
Q1
Sell
2024
Q4
$274K Buy
2024
Q3
Sell
2024
Q2
$276K Buy
2023
Q3
Sell
2023
Q2
$559K Buy
2023
Q1
$104K Sell
2022
Q4
$479K Buy