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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
2023
Q3 		– Sell
-193
Closed -$12.1K – 709
2023
Q2 		$12.1K Buy
+193
New +$12.4K ﹤0.01% 522

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Fiduciary Alliance's PFIX Position: Q3 2023 in Review

Fiduciary Alliance sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2023, closing a stake of 193 shares — an estimated $12.1K sold.

Fiduciary Alliance first reported a position in PFIX in Q2 2023 and held it in 1 quarter. The position peaked at $12.1K in Q2 2023. 50 funds tracked by Wall St. Rank hold PFIX as of Q3 2023.

  • Fiduciary Alliance reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 193 Simplify Interest Rate Hedge ETF shares in Q3 2023, an estimated $12.1K.
  • Fiduciary Alliance first reported a position in Simplify Interest Rate Hedge ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's Simplify Interest Rate Hedge ETF position peaked at $12.1K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.