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Cambridge Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Cambridge Advisors’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 		$268K Sell
6,178
-4
-0.1% -$185 0.05% 166
2026
Q1 		$286K Buy
6,182
+64
+1% +$2.92K 0.06% 157
2025
Q4 		$293K Buy
6,118
+150
+3% +$7.13K 0.06% 153
2025
Q3 		$287K Buy
+5,968
New +$321K 0.06% 149

Other funds holding PFIX

HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Cambridge Advisors's PFIX Position: Q2 2026 in Review

Cambridge Advisors reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 0.06% in Q2 2026, selling an estimated $185 and leaving 6,178 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #166.

Cambridge Advisors first reported a position in PFIX in Q3 2025 and has held it in 4 quarters since. The position peaked at $293K in Q4 2025. 8 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Cambridge Advisors held 6,178 shares of Simplify Interest Rate Hedge ETF worth $268K as of Q2 2026.
  • Cambridge Advisors sold 4 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $185.
  • Simplify Interest Rate Hedge ETF made up 0.05% of Cambridge Advisors's portfolio in Q2 2026, its #166 holding.
  • Cambridge Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q3 2025 and has held it in 4 quarters since.
  • Cambridge Advisors's Simplify Interest Rate Hedge ETF position peaked at $293K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.