EWM
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Edge Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Edge Wealth 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
2022
Q1 		– Sell
-1,500
Closed -$56K – 353
2021
Q4 		$56K Buy
+1,500
New +$59.9K 0.01% 172

Other funds holding PFIX

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Edge Wealth Management's PFIX Position: Q1 2022 in Review

Edge Wealth Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2022, closing a stake of 1,500 shares — an estimated $56K sold.

Edge Wealth Management first reported a position in PFIX in Q4 2021 and held it in 1 quarter. The position peaked at $56K in Q4 2021. 34 funds tracked by Wall St. Rank hold PFIX as of Q1 2022.

  • Edge Wealth Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 1,500 Simplify Interest Rate Hedge ETF shares in Q1 2022, an estimated $56K.
  • Edge Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2021 and held it in 1 quarter.
  • Edge Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $56K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.