Fortis Capital Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Fortis Capital 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 Q1	$1.13M	Buy	+24,520	New	+$1.12M	0.15%	116
2025 Q1	–	Sell	-6,470	Closed	-$274K	–	287
2024 Q4	$274K	Buy	+6,470	New	+$309K	0.09%	149
2024 Q3	–	Sell	-5,760	Closed	-$276K	–	197
2024 Q2	$276K	Buy	+5,760	New	+$283K	0.1%	142
2023 Q3	–	Sell	-8,907	Closed	-$559K	–	115
2023 Q2	$559K	Buy	+8,907	New	+$570K	0.33%	49

Other funds holding PFIX

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DHC

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

TJHA

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

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

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fortis Capital Advisors's PFIX Position: Q1 2026 in Review

Fortis Capital Advisors opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026: 24,520 shares worth $1.13M. The stake represents 0.15% of the portfolio and ranks #116 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in PFIX as recently as Q4 2024.

Fortis Capital Advisors first reported a position in PFIX in Q2 2023 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

Fortis Capital Advisors held 24,520 shares of Simplify Interest Rate Hedge ETF worth $1.13M as of Q1 2026.
Simplify Interest Rate Hedge ETF was a new Fortis Capital Advisors position in Q1 2026.
Simplify Interest Rate Hedge ETF made up 0.15% of Fortis Capital Advisors's portfolio in Q1 2026, its #116 holding.
Fortis Capital Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q2 2023 and has held it in 4 quarters since.
63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.