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FSA Investment Group’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

FSA Investment Group’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 		$1.32M Buy
30,422
+8,791
+41% +$406K 0.43% 21
2026
Q1 		$1M Buy
21,631
+5,601
+35% +$256K 0.4% 17
2025
Q4 		$768K Buy
16,030
+162
+1% +$7.71K 0.47% 11
2025
Q3 		$759K Buy
+15,868
New +$854K 0.47% 11

Other funds holding PFIX

HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

FSA Investment Group's PFIX Position: Q2 2026 in Review

FSA Investment Group increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 41% in Q2 2026, buying an estimated $406K and bringing the position to 30,422 shares worth $1.32M. The position accounts for 0.43% of the portfolio, ranked #21.

FSA Investment Group first reported a position in PFIX in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • FSA Investment Group held 30,422 shares of Simplify Interest Rate Hedge ETF worth $1.32M as of Q2 2026.
  • FSA Investment Group bought 8,791 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $406K.
  • Simplify Interest Rate Hedge ETF made up 0.43% of FSA Investment Group's portfolio in Q2 2026, its #21 holding.
  • FSA Investment Group first reported a position in Simplify Interest Rate Hedge ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.