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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$452K Sell
2025
Q1
$2.82M Sell
2024
Q4
$3.06M Buy
2024
Q1
Sell
2023
Q4
$285K Sell
2023
Q3
$2.13M Sell
2023
Q2
$3.31M Buy
2023
Q1
$3.14M Buy
2022
Q4
$827K Sell
2022
Q3
$1.07M Sell
2022
Q2
$7.25M Buy