Global Retirement Partners’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$390 Buy
+9
New +$416 ﹤0.01% 4324
2025
Q4
$431 Hold
9
﹤0.01% 4023
2025
Q3
$434 Sell
9
-2,494
-100% -$134K ﹤0.01% 3657
2025
Q2
$132K Buy
+2,503
New +$140K ﹤0.01% 1289
2023
Q4
Sell
-155
Closed -$16.1K 3452
2023
Q3
$16.1K Buy
+155
New +$11.8K ﹤0.01% 1737

Other funds holding PFIX

Global Retirement Partners's PFIX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026: 9 shares worth $390. The stake represents ﹤0.01% of the portfolio and ranks #4324 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PFIX as recently as Q4 2025.

Global Retirement Partners first reported a position in PFIX in Q3 2023 and has held it in 5 quarters since. The position peaked at $132K in Q2 2025. 55 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Global Retirement Partners held 9 shares of Simplify Interest Rate Hedge ETF worth $390 as of Q2 2026.
  • Simplify Interest Rate Hedge ETF was a new Global Retirement Partners position in Q2 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4324 holding.
  • Global Retirement Partners first reported a position in Simplify Interest Rate Hedge ETF in Q3 2023 and has held it in 5 quarters since.
  • Global Retirement Partners's Simplify Interest Rate Hedge ETF position peaked at $132K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.