IFP Advisors
PFIX icon

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

IFP 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
2024
Q4 		– Sell
-1,125
Closed -$46.3K – 4645
2024
Q3 		$46.3K Sell
1,125
-8,587
-88% -$373K ﹤0.01% 1773
2024
Q2 		$465K Buy
9,712
+3,444
+55% +$169K 0.02% 684
2024
Q1 		$281K Buy
6,268
+1,208
+24% +$55.8K 0.01% 838
2023
Q4 		$202K Sell
5,060
-3,199
-39% -$288K 0.01% 938
2023
Q3 		$789K Sell
8,259
-5,315
-39% -$404K 0.04% 459
2023
Q2 		$852K Sell
13,574
-29,125
-68% -$1.87M 0.04% 477
2023
Q1 		$2.14M Buy
42,699
+20,774
+95% +$1.31M 0.09% 216
2022
Q4 		$1.11M Buy
21,925
+22
+0.1% +$1.54K 0.03% 588
2022
Q3 		$1.12M Sell
21,903
-2,161
-9% -$123K 0.03% 605
2022
Q2 		$1.22M Hold
24,064
– – 0.04% 515
2022
Q1 		$1.22M Buy
24,064
+14,162
+143% +$614K 0.04% 515
2021
Q4 		$373K Sell
9,902
-5,378
-35% -$215K 0.01% 701
2021
Q3 		$629K Buy
+15,280
New +$610K 0.01% 521

Other funds holding PFIX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
Maridea Wealth Management
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

IFP Advisors's PFIX Position: Q4 2024 in Review

IFP Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2024, closing a stake of 1,125 shares — an estimated $46.3K sold.

IFP Advisors first reported a position in PFIX in Q3 2021 and held it in 13 quarters. The position peaked at $2.14M in Q1 2023. 48 funds tracked by Wall St. Rank hold PFIX as of Q4 2024.

  • IFP Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 1,125 Simplify Interest Rate Hedge ETF shares in Q4 2024, an estimated $46.3K.
  • IFP Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q3 2021 and held it in 13 quarters.
  • IFP Advisors's Simplify Interest Rate Hedge ETF position peaked at $2.14M in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.