DHJJ Financial Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

DHJJ Financial Advisors’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 Q1	$47	Hold	1	–	–	﹤0.01%	1068
2025 Q4	$48	Hold	1	–	–	﹤0.01%	1024
2025 Q3	$49	Hold	1	–	–	﹤0.01%	986
2025 Q2	$53	Hold	1	–	–	﹤0.01%	959
2025 Q1	$49	Hold	1	–	–	﹤0.01%	913
2024 Q4	$53	Hold	1	–	–	﹤0.01%	879
2024 Q3	$42	Hold	1	–	–	﹤0.01%	865
2024 Q2	$48	Hold	1	–	–	﹤0.01%	818
2024 Q1	$45	Hold	1	–	–	﹤0.01%	804
2023 Q4	$40	Hold	1	–	–	﹤0.01%	792
2023 Q3	$96	Buy	+1	New	+$76	﹤0.01%	769

Other funds holding PFIX

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

DHJJ Financial Advisors's PFIX Position: Q1 2026 in Review

DHJJ Financial Advisors held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q1 2026 at 1 share worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

DHJJ Financial Advisors first reported a position in PFIX in Q3 2023 and has held it in 11 quarters since. The position peaked at $96 in Q3 2023. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

DHJJ Financial Advisors held 1 share of Simplify Interest Rate Hedge ETF worth $47 as of Q1 2026.
DHJJ Financial Advisors left its Simplify Interest Rate Hedge ETF share count unchanged in Q1 2026.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #1068 holding.
DHJJ Financial Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Simplify Interest Rate Hedge ETF position peaked at $96 in Q3 2023.
63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.