HI
PFIX icon

Harbour Investments’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Harbour Investments’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
2023
Q1 		– Sell
-176
Closed -$12.6K – 3078
2022
Q4 		$12.6K Buy
176
+1
+0.6% +$70 ﹤0.01% 1858
2022
Q3 		$10K Hold
175
– – ﹤0.01% 1936
2022
Q2 		$10K Buy
+175
New +$9.98K ﹤0.01% 1936

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Harbour Investments's PFIX Position: Q1 2023 in Review

Harbour Investments sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2023, closing a stake of 176 shares — an estimated $12.6K sold.

Harbour Investments first reported a position in PFIX in Q2 2022 and held it in 3 quarters. The position peaked at $12.6K in Q4 2022. 52 funds tracked by Wall St. Rank hold PFIX as of Q1 2023.

  • Harbour Investments reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2023 after selling out during the quarter.
  • Harbour Investments sold 176 Simplify Interest Rate Hedge ETF shares in Q1 2023, an estimated $12.6K.
  • Harbour Investments first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and held it in 3 quarters.
  • Harbour Investments's Simplify Interest Rate Hedge ETF position peaked at $12.6K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2023.

Based on Harbour Investments's 13F filing for Q1 2023, filed 15 May 2023.