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

Cetera 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
2024
Q1 		– Sell
-29,318
Closed -$1.17M – 2470
2023
Q4 		$1.17M Sell
29,318
-9,031
-24% -$813K 0.02% 712
2023
Q3 		$3.66M Sell
38,349
-2,385
-6% -$181K 0.06% 317
2023
Q2 		$2.56M Sell
40,734
-9,990
-20% -$640K 0.04% 390
2023
Q1 		$3.09M Sell
50,724
-79,301
-61% -$5.02M 0.05% 333
2022
Q4 		$9.31M Buy
130,025
+12,853
+11% +$903K 0.17% 132
2022
Q3 		$7.99M Buy
117,172
+12,056
+11% +$684K 0.21% 110
2022
Q2 		$5.94M Buy
+105,116
New +$5.99M 0.14% 158

Other funds holding PFIX

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cetera Advisors's PFIX Position: Q1 2024 in Review

Cetera Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2024, closing a stake of 29,318 shares — an estimated $1.17M sold.

Cetera Advisors first reported a position in PFIX in Q2 2022 and held it in 7 quarters. The position peaked at $9.31M in Q4 2022. 43 funds tracked by Wall St. Rank hold PFIX as of Q1 2024.

  • Cetera Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 29,318 Simplify Interest Rate Hedge ETF shares in Q1 2024, an estimated $1.17M.
  • Cetera Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and held it in 7 quarters.
  • Cetera Advisors's Simplify Interest Rate Hedge ETF position peaked at $9.31M in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.