FFA
PFIX icon

Farther Finance Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Farther Finance Advisors’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 		$24.1K Sell
555
-3,952
-88% -$183K ﹤0.01% 3841
2026
Q1 		$205K Buy
4,507
+3,910
+655% +$179K ﹤0.01% 1996
2025
Q4 		$28.6K Sell
597
-7,632
-93% -$363K ﹤0.01% 3189
2025
Q3 		$396K Buy
8,229
+7,674
+1,383% +$413K 0.01% 1204
2025
Q2 		$29.3K Hold
555
– – ﹤0.01% 2434
2025
Q1 		$26.4K Hold
555
– – ﹤0.01% 2239
2024
Q4 		$29K Buy
555
+500
+909% +$23.9K ﹤0.01% 1917
2024
Q3 		$2.26K Sell
55
-9
-14% -$391 ﹤0.01% 2959
2024
Q2 		$3.26K Buy
64
+14
+28% +$687 ﹤0.01% 2587
2024
Q1 		$2.36K Hold
50
– – ﹤0.01% 2420
2023
Q4 		$2K Hold
50
– – ﹤0.01% 2425
2023
Q3 		$4.78K Sell
50
-300
-86% -$22.8K ﹤0.01% 1531
2023
Q2 		$22K Hold
350
– – ﹤0.01% 969
2023
Q1 		$21.3K Hold
350
– – 0.01% 880
2022
Q4 		$25.1K Buy
+350
New +$24.6K 0.01% 662

Other funds holding PFIX

HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Farther Finance Advisors's PFIX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 88% in Q2 2026, selling an estimated $183K and leaving 555 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3841.

Farther Finance Advisors first reported a position in PFIX in Q4 2022 and has held it in 15 quarters since. The position peaked at $396K in Q3 2025. 8 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Farther Finance Advisors held 555 shares of Simplify Interest Rate Hedge ETF worth $24.1K as of Q2 2026.
  • Farther Finance Advisors sold 3,952 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $183K.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3841 holding.
  • Farther Finance Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Simplify Interest Rate Hedge ETF position peaked at $396K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.