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

Guerra 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
2025
Q3 		$915 Buy
+19
New +$1.02K ﹤0.01% 674

Other funds holding PFIX

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Guerra Advisors's PFIX Position: Q3 2025 in Review

Guerra Advisors opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q3 2025: 19 shares worth $915. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings.

50 funds tracked by Wall St. Rank hold PFIX as of Q3 2025.

  • Guerra Advisors held 19 shares of Simplify Interest Rate Hedge ETF worth $915 as of Q3 2025.
  • Simplify Interest Rate Hedge ETF was a new Guerra Advisors position in Q3 2025.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #674 holding.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.