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 Q2	–	Sell	-24,520	Closed	-$1.13M	–	450
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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

Fortis Capital Advisors's PFIX Position: Q2 2026 in Review

Fortis Capital Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026, closing a stake of 24,520 shares — an estimated $1.13M sold.

Fortis Capital Advisors first reported a position in PFIX in Q2 2023 and held it in 4 quarters. The position peaked at $1.13M in Q1 2026. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Fortis Capital Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q2 2026 after selling out during the quarter.
Fortis Capital Advisors sold 24,520 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $1.13M.
Fortis Capital Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q2 2023 and held it in 4 quarters.
Fortis Capital Advisors's Simplify Interest Rate Hedge ETF position peaked at $1.13M in Q1 2026.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.