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Holcombe Financial’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Holcombe Financial’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 		$4.3M Sell
99,238
-313
-0.3% -$14.5K 2.43% 12
2026
Q1 		$4.6M Buy
99,551
+6,406
+7% +$293K 2.7% 12
2025
Q4 		$4.46M Buy
93,145
+7,361
+9% +$350K 2.8% 11
2025
Q3 		$4.13M Buy
85,784
+1,820
+2% +$98K 2.88% 10
2025
Q2 		$4.44M Buy
83,964
+47,907
+133% +$2.68M 3.34% 9
2025
Q1 		$1.75M Sell
36,057
-459
-1% -$23.4K 1.45% 13
2024
Q4 		$1.91M Buy
+36,516
New +$1.74M 1.57% 12

Other funds holding PFIX

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Holcombe Financial's PFIX Position: Q2 2026 in Review

Holcombe Financial reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 0.31% in Q2 2026, selling an estimated $14.5K and leaving 99,238 shares worth $4.3M. The position accounts for 2.43% of the portfolio, ranked #12.

Holcombe Financial first reported a position in PFIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.6M in Q1 2026. 24 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Holcombe Financial held 99,238 shares of Simplify Interest Rate Hedge ETF worth $4.3M as of Q2 2026.
  • Holcombe Financial sold 313 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $14.5K.
  • Simplify Interest Rate Hedge ETF made up 2.43% of Holcombe Financial's portfolio in Q2 2026, its #12 holding.
  • Holcombe Financial first reported a position in Simplify Interest Rate Hedge ETF in Q4 2024 and has held it in 7 quarters since.
  • Holcombe Financial's Simplify Interest Rate Hedge ETF position peaked at $4.6M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.