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 Q2	–	Sell	-4,815	Closed	-$223K	–	205
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

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

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 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

Comprehensive Money Management Services's PFIX Position: Q2 2026 in Review

Comprehensive Money Management Services sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026, closing a stake of 4,815 shares — an estimated $223K sold.

Comprehensive Money Management Services first reported a position in PFIX in Q1 2025 and held it in 5 quarters. The position peaked at $243K in Q4 2025. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Comprehensive Money Management Services reported no remaining Simplify Interest Rate Hedge ETF position as of Q2 2026 after selling out during the quarter.
Comprehensive Money Management Services sold 4,815 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $223K.
Comprehensive Money Management Services first reported a position in Simplify Interest Rate Hedge ETF in Q1 2025 and held it in 5 quarters.
Comprehensive Money Management Services's Simplify Interest Rate Hedge ETF position peaked at $243K in Q4 2025.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.