Bright Futures Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Bright Futures Wealth 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 Q2	$214K	Buy	+4,937	New	+$228K	0.14%	184

Other funds holding PFIX

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

Bright Futures Wealth Management's PFIX Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026: 4,937 shares worth $214K. The stake represents 0.14% of the portfolio and ranks #184 among its holdings.

56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Bright Futures Wealth Management held 4,937 shares of Simplify Interest Rate Hedge ETF worth $214K as of Q2 2026.
Simplify Interest Rate Hedge ETF was a new Bright Futures Wealth Management position in Q2 2026.
Simplify Interest Rate Hedge ETF made up 0.14% of Bright Futures Wealth Management's portfolio in Q2 2026, its #184 holding.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.