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Essential Partners’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Essential Partners’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 		$2.52K Buy
+40
New +$2.04K ﹤0.01% 1832
2026
Q2 		– Sell
-43
Closed -$1.99K – 2937
2026
Q1 		$1.99K Buy
+43
New +$1.97K ﹤0.01% 2006

Other funds holding PFIX

FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
FA
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
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Essential Partners's PFIX Position: Q3 2026 in Review

Essential Partners opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q3 2026: 40 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #1832 among its holdings. This is a return to the name: Essential Partners previously reported a position in PFIX as recently as Q1 2026.

Essential Partners first reported a position in PFIX in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

  • Essential Partners held 40 shares of Simplify Interest Rate Hedge ETF worth $2.52K as of Q3 2026.
  • Simplify Interest Rate Hedge ETF was a new Essential Partners position in Q3 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1832 holding.
  • Essential Partners first reported a position in Simplify Interest Rate Hedge ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.