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

Cetera Investment Advisers’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
Q1 		– Sell
-7,285
Closed -$349K – 4924
2025
Q4 		$349K Sell
7,285
-22,020
-75% -$1.05M ﹤0.01% 3761
2025
Q3 		$1.41M Buy
+29,305
New +$1.58M ﹤0.01% 2478
2025
Q2 		– Sell
-22,966
Closed -$1.11M – 4181
2025
Q1 		$1.11M Buy
+22,966
New +$1.17M ﹤0.01% 2180

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Cetera Investment Advisers's PFIX Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026, closing a stake of 7,285 shares — an estimated $349K sold.

Cetera Investment Advisers first reported a position in PFIX in Q1 2025 and held it in 3 quarters. The position peaked at $1.41M in Q3 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 7,285 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $349K.
  • Cetera Investment Advisers first reported a position in Simplify Interest Rate Hedge ETF in Q1 2025 and held it in 3 quarters.
  • Cetera Investment Advisers's Simplify Interest Rate Hedge ETF position peaked at $1.41M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.