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Colonial Trust’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Colonial Trust’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
Q2 		$32.5K Sell
750
-1,000
-57% -$46.2K ﹤0.01% 589
2026
Q1 		$80.9K Buy
1,750
+750
+75% +$34.3K 0.01% 454
2025
Q4 		$47.9K Buy
+1,000
New +$47.6K 0.01% 550

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

Colonial Trust's PFIX Position: Q2 2026 in Review

Colonial Trust reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 57% in Q2 2026, selling an estimated $46.2K and leaving 750 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Colonial Trust first reported a position in PFIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $80.9K in Q1 2026. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Colonial Trust held 750 shares of Simplify Interest Rate Hedge ETF worth $32.5K as of Q2 2026.
  • Colonial Trust sold 1,000 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $46.2K.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #589 holding.
  • Colonial Trust first reported a position in Simplify Interest Rate Hedge ETF in Q4 2025 and has held it in 3 quarters since.
  • Colonial Trust's Simplify Interest Rate Hedge ETF position peaked at $80.9K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.