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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
Q3 		$377K Sell
6,002
-176
-3% -$8.98K 0.07% 141
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% +$7.14K 0.06% 153
2025
Q3 		$287K Buy
+5,968
New +$321K 0.06% 149

Other funds holding PFIX

DHC
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Cambridge Advisors's PFIX Position: Q3 2026 in Review

Cambridge Advisors reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 2.8% in Q3 2026, selling an estimated $8.98K and leaving 6,002 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #141.

Cambridge Advisors first reported a position in PFIX in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

  • Cambridge Advisors held 6,002 shares of Simplify Interest Rate Hedge ETF worth $377K as of Q3 2026.
  • Cambridge Advisors sold 176 Simplify Interest Rate Hedge ETF shares in Q3 2026, an estimated $8.98K.
  • Simplify Interest Rate Hedge ETF made up 0.07% of Cambridge Advisors's portfolio in Q3 2026, its #141 holding.
  • Cambridge Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.