FIG
PFIX icon

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
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

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

FSA Investment Group's PFIX Position: Q1 2026 in Review

FSA Investment Group increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 35% in Q1 2026, buying an estimated $256K and bringing the position to 21,631 shares worth $1M. The position accounts for 0.4% of the portfolio, ranked #17.

FSA Investment Group first reported a position in PFIX in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • FSA Investment Group held 21,631 shares of Simplify Interest Rate Hedge ETF worth $1M as of Q1 2026.
  • FSA Investment Group bought 5,601 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $256K.
  • Simplify Interest Rate Hedge ETF made up 0.4% of FSA Investment Group's portfolio in Q1 2026, its #17 holding.
  • FSA Investment Group first reported a position in Simplify Interest Rate Hedge ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on FSA Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.