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 Q2	$1.04M	Sell	24,027 -424	-2%	-$19.6K	﹤0.01%	2214
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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

HighTower Advisors's PFIX Position: Q2 2026 in Review

HighTower Advisors reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 1.7% in Q2 2026, selling an estimated $19.6K and leaving 24,027 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

HighTower Advisors first reported a position in PFIX in Q2 2022 and has held it in 9 quarters since. The position peaked at $7.6M in Q4 2022. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

HighTower Advisors held 24,027 shares of Simplify Interest Rate Hedge ETF worth $1.04M as of Q2 2026.
HighTower Advisors sold 424 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $19.6K.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2214 holding.
HighTower Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and has held it in 9 quarters since.
HighTower Advisors's Simplify Interest Rate Hedge ETF position peaked at $7.6M in Q4 2022.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.