Envestnet Asset Management
PFIX icon

Envestnet Asset Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Envestnet Asset 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
2026
Q2 		$368K Sell
8,495
-101,044
-92% -$4.67M ﹤0.01% 4300
2026
Q1 		$5.06M Buy
109,539
+99,563
+998% +$4.55M ﹤0.01% 2306
2025
Q4 		$478K Sell
9,976
-74,398
-88% -$3.54M ﹤0.01% 3735
2025
Q3 		$4.06M Buy
84,374
+75,813
+886% +$4.08M ﹤0.01% 2394
2025
Q2 		$452K Sell
8,561
-49,707
-85% -$2.78M ﹤0.01% 3772
2025
Q1 		$2.82M Sell
58,268
-189
-0.3% -$9.62K ﹤0.01% 2499
2024
Q4 		$3.06M Buy
+58,457
New +$2.79M ﹤0.01% 2426
2024
Q1 		– Sell
-7,117
Closed -$285K – 4257
2023
Q4 		$285K Sell
7,117
-15,164
-68% -$1.37M ﹤0.01% 3655
2023
Q3 		$2.13M Sell
22,281
-30,432
-58% -$2.31M ﹤0.01% 2349
2023
Q2 		$3.31M Buy
52,713
+1,233
+2% +$79K ﹤0.01% 1954
2023
Q1 		$3.14M Buy
51,480
+39,932
+346% +$2.53M ﹤0.01% 1914
2022
Q4 		$827K Sell
11,548
-4,124
-26% -$290K ﹤0.01% 2783
2022
Q3 		$1.07M Sell
15,672
-112,708
-88% -$6.4M ﹤0.01% 2516
2022
Q2 		$7.25M Buy
+128,380
New +$7.32M ﹤0.01% 1314

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

Envestnet Asset Management's PFIX Position: Q2 2026 in Review

Envestnet Asset Management reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 92% in Q2 2026, selling an estimated $4.67M and leaving 8,495 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #4300.

Envestnet Asset Management first reported a position in PFIX in Q2 2022 and has held it in 14 quarters since. The position peaked at $7.25M in Q2 2022. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Envestnet Asset Management held 8,495 shares of Simplify Interest Rate Hedge ETF worth $368K as of Q2 2026.
  • Envestnet Asset Management sold 101,044 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $4.67M.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4300 holding.
  • Envestnet Asset Management first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and has held it in 14 quarters since.
  • Envestnet Asset Management's Simplify Interest Rate Hedge ETF position peaked at $7.25M in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.