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

Global Retirement Partners’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
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

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $97.7M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Retirement Partners's PFIX Position: Q4 2025 in Review

Global Retirement Partners held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q4 2025 at 9 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #4023.

Global Retirement Partners first reported a position in PFIX in Q3 2023 and has held it in 4 quarters since. The position peaked at $132K in Q2 2025. 43 funds tracked by Wall St. Rank hold PFIX as of Q4 2025.

  • Global Retirement Partners held 9 shares of Simplify Interest Rate Hedge ETF worth $431 as of Q4 2025.
  • Global Retirement Partners left its Simplify Interest Rate Hedge ETF share count unchanged in Q4 2025.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4023 holding.
  • Global Retirement Partners first reported a position in Simplify Interest Rate Hedge ETF in Q3 2023 and has held it in 4 quarters since.
  • Global Retirement Partners's Simplify Interest Rate Hedge ETF position peaked at $132K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.