Drum Hill Capital’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Drum Hill Capital’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 Q3	$9.32M	Buy	148,265 +2,809	+2%	+$143K	7.72%	4
2026 Q2	$6.31M	Buy	145,456 +1,818	+1%	+$84K	6.44%	4
2026 Q1	$6.64M	Buy	143,638 +29,592	+26%	+$1.35M	6.1%	5
2025 Q4	$5.47M	Buy	114,046 +1,925	+2%	+$91.6K	5.68%	4
2025 Q3	$5.4M	Buy	112,121 +1,801	+2%	+$97K	5.85%	4
2025 Q2	$5.83M	Buy	110,320 +520	+0.5%	+$29.1K	6.44%	3
2025 Q1	$5.32M	Sell	109,800 -168	-0.2%	-$8.55K	6.15%	3
2024 Q4	$5.76M	Buy	+109,968	New	+$5.25M	7.15%	3

Other funds holding PFIX

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Drum Hill Capital's PFIX Position: Q3 2026 in Review

Drum Hill Capital increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 1.9% in Q3 2026, buying an estimated $143K and bringing the position to 148,265 shares worth $9.32M. The position accounts for 7.72% of the portfolio, ranked #4.

Drum Hill Capital first reported a position in PFIX in Q4 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

Drum Hill Capital held 148,265 shares of Simplify Interest Rate Hedge ETF worth $9.32M as of Q3 2026.
Drum Hill Capital bought 2,809 Simplify Interest Rate Hedge ETF shares in Q3 2026, an estimated $143K.
Simplify Interest Rate Hedge ETF made up 7.72% of Drum Hill Capital's portfolio in Q3 2026, its #4 holding.
Drum Hill Capital first reported a position in Simplify Interest Rate Hedge ETF in Q4 2024 and has held it in 8 quarters since.
12 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on Drum Hill Capital's 13F filing for Q3 2026, filed 20 Oct 2026.