DHC
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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
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

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Drum Hill Capital's PFIX Position: Q1 2026 in Review

Drum Hill Capital increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 26% in Q1 2026, buying an estimated $1.35M and bringing the position to 143,638 shares worth $6.64M. The position accounts for 6.1% of the portfolio, ranked #5.

Drum Hill Capital first reported a position in PFIX in Q4 2024 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Drum Hill Capital held 143,638 shares of Simplify Interest Rate Hedge ETF worth $6.64M as of Q1 2026.
  • Drum Hill Capital bought 29,592 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $1.35M.
  • Simplify Interest Rate Hedge ETF made up 6.1% of Drum Hill Capital's portfolio in Q1 2026, its #5 holding.
  • Drum Hill Capital first reported a position in Simplify Interest Rate Hedge ETF in Q4 2024 and has held it in 6 quarters since.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Drum Hill Capital's 13F filing for Q1 2026, filed 21 Apr 2026.