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Centaurus Financial’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Centaurus Financial’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
2024
Q2 		– Sell
-25,182
Closed -$1.13M – 831
2024
Q1 		$1.13M Buy
25,182
+4,040
+19% +$187K 0.08% 223
2023
Q4 		$846K Buy
21,142
+13,783
+187% +$1.24M 0.06% 266
2023
Q3 		$703K Buy
+7,359
New +$560K 0.06% 297
2022
Q4 		– Sell
-8,140
Closed -$555K – 893
2022
Q3 		$555K Sell
8,140
-1,520
-16% -$86.3K 0.05% 333
2022
Q2 		$546K Buy
+9,660
New +$551K 0.05% 352

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Centaurus Financial's PFIX Position: Q2 2024 in Review

Centaurus Financial sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q2 2024, closing a stake of 25,182 shares — an estimated $1.13M sold.

Centaurus Financial first reported a position in PFIX in Q2 2022 and held it in 5 quarters. The position peaked at $1.13M in Q1 2024. 47 funds tracked by Wall St. Rank hold PFIX as of Q2 2024.

  • Centaurus Financial reported no remaining Simplify Interest Rate Hedge ETF position as of Q2 2024 after selling out during the quarter.
  • Centaurus Financial sold 25,182 Simplify Interest Rate Hedge ETF shares in Q2 2024, an estimated $1.13M.
  • Centaurus Financial first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and held it in 5 quarters.
  • Centaurus Financial's Simplify Interest Rate Hedge ETF position peaked at $1.13M in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2024.

Based on Centaurus Financial's 13F filing for Q2 2024, filed 23 Sep 2024.