Hilltop Holdings’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Hilltop Holdings’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	$636K	Sell	14,677 -4,998	-25%	-$231K	0.05%	365
2026 Q1	$910K	Sell	19,675 -22,620	-53%	-$1.03M	0.08%	264
2025 Q4	$2.03M	Buy	+42,295	New	+$2.01M	0.12%	190
2025 Q3	–	Sell	-27,070	Closed	-$1.43M	–	957
2025 Q2	$1.43M	Buy	27,070 +5,330	+25%	+$298K	0.09%	257
2025 Q1	$1.05M	Buy	21,740 +4,387	+25%	+$223K	0.07%	309
2024 Q4	$908K	Buy	17,353 +1,998	+13%	+$95.5K	0.06%	342
2024 Q3	$631K	Buy	15,355 +266	+2%	+$11.5K	0.04%	422
2024 Q2	$722K	Buy	+15,089	New	+$740K	0.08%	279

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

Hilltop Holdings's PFIX Position: Q2 2026 in Review

Hilltop Holdings reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 25% in Q2 2026, selling an estimated $231K and leaving 14,677 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #365.

Hilltop Holdings first reported a position in PFIX in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q4 2025. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Hilltop Holdings held 14,677 shares of Simplify Interest Rate Hedge ETF worth $636K as of Q2 2026.
Hilltop Holdings sold 4,998 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $231K.
Simplify Interest Rate Hedge ETF made up 0.05% of Hilltop Holdings's portfolio in Q2 2026, its #365 holding.
Hilltop Holdings first reported a position in Simplify Interest Rate Hedge ETF in Q2 2024 and has held it in 8 quarters since.
Hilltop Holdings's Simplify Interest Rate Hedge ETF position peaked at $2.03M in Q4 2025.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.