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Comprehensive Money Management Services’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Comprehensive Money Management 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 		$223K Sell
4,815
-250
-5% -$11.4K 0.15% 178
2025
Q4 		$243K Buy
5,065
+800
+19% +$38.1K 0.17% 171
2025
Q3 		$205K Hold
4,265
– – 0.15% 176
2025
Q2 		$225K Buy
4,265
+125
+3% +$6.99K 0.17% 168
2025
Q1 		$201K Buy
+4,140
New +$211K 0.16% 171

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

Comprehensive Money Management Services's PFIX Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 4.9% in Q1 2026, selling an estimated $11.4K and leaving 4,815 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #178.

Comprehensive Money Management Services first reported a position in PFIX in Q1 2025 and has held it in 5 quarters since. The position peaked at $243K in Q4 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Comprehensive Money Management Services held 4,815 shares of Simplify Interest Rate Hedge ETF worth $223K as of Q1 2026.
  • Comprehensive Money Management Services sold 250 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $11.4K.
  • Simplify Interest Rate Hedge ETF made up 0.15% of Comprehensive Money Management Services's portfolio in Q1 2026, its #178 holding.
  • Comprehensive Money Management Services first reported a position in Simplify Interest Rate Hedge ETF in Q1 2025 and has held it in 5 quarters since.
  • Comprehensive Money Management Services's Simplify Interest Rate Hedge ETF position peaked at $243K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.