DFP
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Defined Financial Planning’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Defined Financial Planning’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
-4,611
Closed -$241K – 91
2024
Q4 		$241K Buy
+4,611
New +$220K 0.26% 60

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

Defined Financial Planning's PFIX Position: Q1 2025 in Review

Defined Financial Planning sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2025, closing a stake of 4,611 shares — an estimated $241K sold.

Defined Financial Planning first reported a position in PFIX in Q4 2024 and held it in 1 quarter. The position peaked at $241K in Q4 2024. 39 funds tracked by Wall St. Rank hold PFIX as of Q1 2025.

  • Defined Financial Planning reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2025 after selling out during the quarter.
  • Defined Financial Planning sold 4,611 Simplify Interest Rate Hedge ETF shares in Q1 2025, an estimated $241K.
  • Defined Financial Planning first reported a position in Simplify Interest Rate Hedge ETF in Q4 2024 and held it in 1 quarter.
  • Defined Financial Planning's Simplify Interest Rate Hedge ETF position peaked at $241K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2025.

Based on Defined Financial Planning's 13F filing for Q1 2025, filed 16 Apr 2025.