Copia Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Copia Wealth Management’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	$32.3K	Hold	745	–	–	0.02%	252
2026 Q1	$34.4K	Hold	745	–	–	0.02%	227
2025 Q4	$35.7K	Hold	745	–	–	0.03%	228
2025 Q3	$35.9K	Sell	745 -600	-45%	-$32.3K	0.03%	216
2025 Q2	$71.1K	Sell	1,345 -865	-39%	-$48.4K	0.06%	143
2025 Q1	$107K	Buy	+2,210	New	+$112K	0.1%	118

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

Copia Wealth Management's PFIX Position: Q2 2026 in Review

Copia Wealth Management held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q2 2026 at 745 shares worth $32.3K. The position accounts for 0.02% of the portfolio, ranked #252.

Copia Wealth Management first reported a position in PFIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $107K in Q1 2025. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Copia Wealth Management held 745 shares of Simplify Interest Rate Hedge ETF worth $32.3K as of Q2 2026.
Copia Wealth Management left its Simplify Interest Rate Hedge ETF share count unchanged in Q2 2026.
Simplify Interest Rate Hedge ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #252 holding.
Copia Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q1 2025 and has held it in 6 quarters since.
Copia Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $107K in Q1 2025.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.