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GHP Investment Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

GHP Investment 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
-6
Closed -$288 – 1052
2024
Q2 		$288 Hold
6
– – ﹤0.01% 941
2024
Q1 		$269 Hold
6
– – ﹤0.01% 815
2023
Q4 		$240 Hold
6
– – ﹤0.01% 822
2023
Q3 		$598 Buy
+6
New +$456 ﹤0.01% 903

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

GHP Investment Advisors's PFIX Position: Q3 2024 in Review

GHP Investment Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2024, closing a stake of 6 shares — an estimated $288 sold.

GHP Investment Advisors first reported a position in PFIX in Q3 2023 and held it in 4 quarters. The position peaked at $598 in Q3 2023. 38 funds tracked by Wall St. Rank hold PFIX as of Q3 2024.

  • GHP Investment Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 6 Simplify Interest Rate Hedge ETF shares in Q3 2024, an estimated $288.
  • GHP Investment Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q3 2023 and held it in 4 quarters.
  • GHP Investment Advisors's Simplify Interest Rate Hedge ETF position peaked at $598 in Q3 2023.
  • 38 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.