Fidelity Investments’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$52	–	5600
2024 Q4	$52	Hold	1	–	–	﹤0.01%	5175
2024 Q3	$41	Buy	+1	New	+$43	﹤0.01%	5232
2024 Q2	–	Sell	-2	Closed	-$90	–	5573
2024 Q1	$90	Buy	2 +1	+100%	+$46	﹤0.01%	4980
2023 Q4	$40	Hold	1	–	–	﹤0.01%	5067
2023 Q3	$96	Sell	1 -1	-50%	-$76	﹤0.01%	4861
2023 Q2	$126	Buy	+2	New	+$128	﹤0.01%	4945
2023 Q1	–	Sell	-1	Closed	-$72	–	5465
2022 Q4	$72	Buy	+1	New	+$70	﹤0.01%	4910
2022 Q1	–	Sell	-1	Closed	–	–	5357
2021 Q4	$0	Buy	+1	New	+$40	﹤0.01%	4793

Other funds holding PFIX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments's PFIX Position: Q1 2025 in Review

Fidelity Investments sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2025, closing a stake of 1 share — an estimated $52 sold.

Fidelity Investments first reported a position in PFIX in Q4 2021 and held it in 8 quarters. The position peaked at $126 in Q2 2023. 39 funds tracked by Wall St. Rank hold PFIX as of Q1 2025.

Fidelity Investments reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Simplify Interest Rate Hedge ETF share in Q1 2025, an estimated $52.
Fidelity Investments first reported a position in Simplify Interest Rate Hedge ETF in Q4 2021 and held it in 8 quarters.
Fidelity Investments's Simplify Interest Rate Hedge ETF position peaked at $126 in Q2 2023.
39 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.