Commonwealth Equity Services
PFIX icon

Commonwealth Equity Services’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Commonwealth Equity Services’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 		$3.22M Sell
69,722
-124,191
-64% -$5.67M ﹤0.01% 1647
2025
Q4 		$9.29M Buy
193,913
+126,991
+190% +$6.04M 0.01% 927
2025
Q3 		$3.22M Sell
66,922
-7,115
-10% -$383K ﹤0.01% 1656
2025
Q2 		$3.91M Sell
74,037
-6,418
-8% -$359K 0.01% 1490
2025
Q1 		$3.9M Sell
80,455
-40
-0% -$2.04K 0.01% 1438
2024
Q4 		$4.21M Buy
80,495
+7,217
+10% +$345K 0.01% 1351
2024
Q3 		$3.01M Buy
73,278
+3,422
+5% +$149K ﹤0.01% 1563
2024
Q2 		$3.34M Buy
69,856
+874
+1% +$42.9K 0.01% 1448
2024
Q1 		$3.09M Buy
68,982
+7,685
+13% +$355K 0.01% 1474
2023
Q4 		$2.45M Sell
61,297
-8,979
-13% -$808K ﹤0.01% 1548
2023
Q3 		$6.71M Sell
70,276
-15,760
-18% -$1.2M 0.01% 868
2023
Q2 		$5.4M Buy
86,036
+1,578
+2% +$101K 0.01% 991
2023
Q1 		$5.15K Buy
84,458
+16,115
+24% +$1.02M 0.01% 985
2022
Q4 		$4.89M Buy
68,343
+46,639
+215% +$3.28M 0.01% 970
2022
Q3 		$1.48M Buy
21,704
+5,681
+35% +$323K ﹤0.01% 1623
2022
Q2 		$904K Sell
16,023
-1,637
-9% -$93.3K ﹤0.01% 1973
2022
Q1 		$880K Buy
17,660
+1,780
+11% +$77.2K ﹤0.01% 2097
2021
Q4 		$596K Sell
15,880
-40,320
-72% -$1.61M ﹤0.01% 2375
2021
Q3 		$2.29M Buy
+56,200
New +$2.24M 0.01% 1346

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services's PFIX Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 64% in Q1 2026, selling an estimated $5.67M and leaving 69,722 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Commonwealth Equity Services first reported a position in PFIX in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.29M in Q4 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Commonwealth Equity Services held 69,722 shares of Simplify Interest Rate Hedge ETF worth $3.22M as of Q1 2026.
  • Commonwealth Equity Services sold 124,191 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $5.67M.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1647 holding.
  • Commonwealth Equity Services first reported a position in Simplify Interest Rate Hedge ETF in Q3 2021 and has held it in 19 quarters since.
  • Commonwealth Equity Services's Simplify Interest Rate Hedge ETF position peaked at $9.29M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.