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

HighTower 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
2026 Q1	$1.13M	Buy	24,451 +1,311	+6%	+$59.9K	﹤0.01%	2100
2025 Q4	$1.11M	Buy	+23,140	New	+$1.1M	﹤0.01%	2046
2025 Q1	–	Sell	-8,934	Closed	-$468K	–	3971
2024 Q4	$468K	Buy	+8,934	New	+$427K	﹤0.01%	2526
2023 Q4	–	Sell	-73,720	Closed	-$7.03M	–	3800
2023 Q3	$7.03M	Buy	73,720 +61,509	+504%	+$4.68M	0.01%	781
2023 Q2	$765K	Sell	12,211 -1,765	-13%	-$113K	﹤0.01%	1908
2023 Q1	$850K	Sell	13,976 -92,092	-87%	-$5.83M	﹤0.01%	1773
2022 Q4	$7.6M	Buy	+106,068	New	+$7.45M	0.02%	696
2022 Q3	–	Sell	-54,961	Closed	-$3.11M	–	3335
2022 Q2	$3.11M	Buy	+54,961	New	+$3.13M	0.01%	1024

Other funds holding PFIX

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

HighTower Advisors's PFIX Position: Q1 2026 in Review

HighTower Advisors increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 5.7% in Q1 2026, buying an estimated $59.9K and bringing the position to 24,451 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

HighTower Advisors first reported a position in PFIX in Q2 2022 and has held it in 8 quarters since. The position peaked at $7.6M in Q4 2022. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

HighTower Advisors held 24,451 shares of Simplify Interest Rate Hedge ETF worth $1.13M as of Q1 2026.
HighTower Advisors bought 1,311 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $59.9K.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2100 holding.
HighTower Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and has held it in 8 quarters since.
HighTower Advisors's Simplify Interest Rate Hedge ETF position peaked at $7.6M in Q4 2022.
63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.