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Coppell Advisory Solutions’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-38
Closed -$1.97K – 1430
2024
Q4 		$1.97K Sell
38
-1
-3% -$48 ﹤0.01% 1537
2024
Q3 		$1.63K Hold
39
– – ﹤0.01% 1481
2024
Q2 		$1.87K Buy
+39
New +$1.91K ﹤0.01% 1399

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coppell Advisory Solutions's PFIX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2025, closing a stake of 38 shares — an estimated $1.97K sold.

Coppell Advisory Solutions first reported a position in PFIX in Q2 2024 and held it in 3 quarters. The position peaked at $1.97K in Q4 2024. 39 funds tracked by Wall St. Rank hold PFIX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 38 Simplify Interest Rate Hedge ETF shares in Q1 2025, an estimated $1.97K.
  • Coppell Advisory Solutions first reported a position in Simplify Interest Rate Hedge ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Simplify Interest Rate Hedge ETF position peaked at $1.97K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.