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 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

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

Hilltop Holdings's PFIX Position: Q1 2026 in Review

Hilltop Holdings reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 53% in Q1 2026, selling an estimated $1.03M and leaving 19,675 shares worth $910K. The position accounts for 0.08% of the portfolio, ranked #264.

Hilltop Holdings first reported a position in PFIX in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

Hilltop Holdings held 19,675 shares of Simplify Interest Rate Hedge ETF worth $910K as of Q1 2026.
Hilltop Holdings sold 22,620 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $1.03M.
Simplify Interest Rate Hedge ETF made up 0.08% of Hilltop Holdings's portfolio in Q1 2026, its #264 holding.
Hilltop Holdings first reported a position in Simplify Interest Rate Hedge ETF in Q2 2024 and has held it in 7 quarters since.
Hilltop Holdings's Simplify Interest Rate Hedge ETF position peaked at $2.03M in Q4 2025.
63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.