FFA
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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
Q3 		$986K Buy
15,684
+15,129
+2,726% +$772K 0.01% 1143
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

FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors's PFIX Position: Q3 2026 in Review

Farther Finance Advisors increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 2,726% in Q3 2026, buying an estimated $772K and bringing the position to 15,684 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #1143.

Farther Finance Advisors first reported a position in PFIX in Q4 2022 and has held it in 16 quarters since. 8 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

  • Farther Finance Advisors held 15,684 shares of Simplify Interest Rate Hedge ETF worth $986K as of Q3 2026.
  • Farther Finance Advisors bought 15,129 Simplify Interest Rate Hedge ETF shares in Q3 2026, an estimated $772K.
  • Simplify Interest Rate Hedge ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1143 holding.
  • Farther Finance Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and has held it in 16 quarters since.
  • 8 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.