Capital A Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Capital A 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
2025 Q2	$80	Buy	+2	New	+$112	﹤0.01%	415

Other funds holding PFIX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DHC

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PHS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Capital A Wealth Management's PFIX Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2025: 2 shares worth $80. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings.

52 funds tracked by Wall St. Rank hold PFIX as of Q2 2025.

Capital A Wealth Management held 2 shares of Simplify Interest Rate Hedge ETF worth $80 as of Q2 2025.
Simplify Interest Rate Hedge ETF was a new Capital A Wealth Management position in Q2 2025.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #415 holding.
52 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.