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PFIX icon

Choreo LLC’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Choreo LLC’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 		$531K Buy
+11,485
New +$525K 0.01% 903
2025
Q4 		– Sell
-13,053
Closed -$629K – 1646
2025
Q3 		$629K Buy
+13,053
New +$703K 0.01% 824
2025
Q2 		– Sell
-9,419
Closed -$456K – 1584
2025
Q1 		$456K Sell
9,419
-3,459
-27% -$176K 0.01% 883
2024
Q4 		$673K Buy
+12,878
New +$615K 0.01% 742

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 $109M AUM 44.09% 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 $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Choreo LLC's PFIX Position: Q1 2026 in Review

Choreo LLC opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026: 11,485 shares worth $531K. The stake represents 0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Choreo LLC previously reported a position in PFIX as recently as Q3 2025.

Choreo LLC first reported a position in PFIX in Q4 2024 and has held it in 4 quarters since. The position peaked at $673K in Q4 2024. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Choreo LLC held 11,485 shares of Simplify Interest Rate Hedge ETF worth $531K as of Q1 2026.
  • Simplify Interest Rate Hedge ETF was a new Choreo LLC position in Q1 2026.
  • Simplify Interest Rate Hedge ETF made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #903 holding.
  • Choreo LLC first reported a position in Simplify Interest Rate Hedge ETF in Q4 2024 and has held it in 4 quarters since.
  • Choreo LLC's Simplify Interest Rate Hedge ETF position peaked at $673K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.