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Fiduciary Alliance’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Fiduciary Alliance’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 		$242K Buy
+3,849
New +$196K 0.02% 447
2023
Q3 		– Sell
-193
Closed -$12.1K – 709
2023
Q2 		$12.1K Buy
+193
New +$12.4K ﹤0.01% 522

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
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

Fiduciary Alliance's PFIX Position: Q3 2026 in Review

Fiduciary Alliance opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q3 2026: 3,849 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #447 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in PFIX as recently as Q2 2023.

Fiduciary Alliance first reported a position in PFIX in Q2 2023 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

  • Fiduciary Alliance held 3,849 shares of Simplify Interest Rate Hedge ETF worth $242K as of Q3 2026.
  • Simplify Interest Rate Hedge ETF was a new Fiduciary Alliance position in Q3 2026.
  • Simplify Interest Rate Hedge ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #447 holding.
  • Fiduciary Alliance first reported a position in Simplify Interest Rate Hedge ETF in Q2 2023 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 Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.