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Creekmur Asset Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Creekmur Asset 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
2025
Q3 		– Hold
0
– – – 819
2025
Q2 		– Hold
0
– – – 832
2025
Q1 		– Hold
0
– – – 760
2024
Q4 		– Hold
0
– – – 918
2024
Q3 		– Hold
0
– – – 1002
2024
Q2 		– Hold
0
– – – 1041
2024
Q1 		– Sell
-1
Closed -$44 – 891
2023
Q4 		$44 Buy
+1
New +$90 ﹤0.01% 778

Other funds holding PFIX

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creekmur Asset Management's PFIX Position: Q3 2025 in Review

Creekmur Asset Management held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q3 2025 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Creekmur Asset Management first reported a position in PFIX in Q4 2023 and has held it in 1 quarter since. The position peaked at $44 in Q4 2023. 50 funds tracked by Wall St. Rank hold PFIX as of Q3 2025.

  • Creekmur Asset Management held 0 shares of Simplify Interest Rate Hedge ETF worth $5 as of Q3 2025.
  • Creekmur Asset Management left its Simplify Interest Rate Hedge ETF share count unchanged in Q3 2025.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #819 holding.
  • Creekmur Asset Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2023 and has held it in 1 quarter since.
  • Creekmur Asset Management's Simplify Interest Rate Hedge ETF position peaked at $44 in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.