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

Fortis Group 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
2024
Q3 		– Sell
-11,976
Closed -$573K – 514
2024
Q2 		$573K Buy
11,976
+868
+8% +$42.6K 0.11% 112
2024
Q1 		$498K Buy
+11,108
New +$513K 0.09% 129
2023
Q3 		– Sell
-64,102
Closed -$4.02M – 464
2023
Q2 		$4.02M Buy
+64,102
New +$4.11M 1.07% 28

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Fortis Group Advisors's PFIX Position: Q3 2024 in Review

Fortis Group Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2024, closing a stake of 11,976 shares — an estimated $573K sold.

Fortis Group Advisors first reported a position in PFIX in Q2 2023 and held it in 3 quarters. The position peaked at $4.02M in Q2 2023. 38 funds tracked by Wall St. Rank hold PFIX as of Q3 2024.

  • Fortis Group Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 11,976 Simplify Interest Rate Hedge ETF shares in Q3 2024, an estimated $573K.
  • Fortis Group Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q2 2023 and held it in 3 quarters.
  • Fortis Group Advisors's Simplify Interest Rate Hedge ETF position peaked at $4.02M in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2024.

Based on Fortis Group Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.