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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
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

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

Colonial Trust's PFIX Position: Q1 2026 in Review

Colonial Trust increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 75% in Q1 2026, buying an estimated $34.3K and bringing the position to 1,750 shares worth $80.9K. The position accounts for 0.01% of the portfolio, ranked #454.

Colonial Trust first reported a position in PFIX in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Colonial Trust held 1,750 shares of Simplify Interest Rate Hedge ETF worth $80.9K as of Q1 2026.
  • Colonial Trust bought 750 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $34.3K.
  • Simplify Interest Rate Hedge ETF made up 0.01% of Colonial Trust's portfolio in Q1 2026, its #454 holding.
  • Colonial Trust first reported a position in Simplify Interest Rate Hedge ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.