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

Citadel 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
2025 Q2	–	Sell	-1,800	Closed	-$87.2K	–	14444
2025 Q1	$87.2K	Buy	+1,800	New	+$91.6K	﹤0.01%	11659
2024 Q3	–	Sell	-2,000	Closed	-$95.7K	–	14969
2024 Q2	$95.7K	Hold	2,000	–	–	﹤0.01%	10979
2024 Q1	$89.6K	Sell	2,000 -13,300	-87%	-$614K	﹤0.01%	11504
2023 Q4	$612K	Buy	15,300 +12,000	+364%	+$1.08M	﹤0.01%	7663
2023 Q3	$315K	Buy	3,300 +3,000	+1,000%	+$228K	﹤0.01%	9074
2023 Q2	$18.8K	Sell	300 -100	-25%	-$6.4K	﹤0.01%	12779
2023 Q1	$24.4K	Buy	+400	New	+$25.3K	﹤0.01%	12913

Other funds holding PFIX

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citadel Advisors's PFIX Position: Q1 2026 in Review

Citadel Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026, closing a stake of 20,361 shares — an estimated $976K sold.

Citadel Advisors first reported a position in PFIX in Q1 2022 and held it in 13 quarters. The position peaked at $1.34M in Q2 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

Citadel Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 20,361 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $976K.
Citadel Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q1 2022 and held it in 13 quarters.
Citadel Advisors's Simplify Interest Rate Hedge ETF position peaked at $1.34M in Q2 2025.
63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.