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Integrated Wealth Concepts’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Integrated Wealth Concepts’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 		$87.3K Buy
+2,012
New +$92.9K ﹤0.01% 2924
2025
Q1 		– Sell
-11,404
Closed -$597K – 1819
2024
Q4 		$597K Buy
11,404
+820
+8% +$39.2K 0.01% 1046
2024
Q3 		$435K Sell
10,584
-3,714
-26% -$161K 0.01% 1150
2024
Q2 		$684K Sell
14,298
-45,816
-76% -$2.25M 0.01% 919
2024
Q1 		$2.69M Buy
60,114
+3,717
+7% +$172K 0.04% 416
2023
Q4 		$2.26M Buy
56,397
+34,128
+153% +$3.07M 0.04% 435
2023
Q3 		$2.13M Sell
22,269
-6,931
-24% -$527K 0.04% 430
2023
Q2 		$1.83M Sell
29,200
-23,355
-44% -$1.5M 0.03% 489
2023
Q1 		$3.2M Buy
52,555
+4,188
+9% +$265K 0.07% 271
2022
Q4 		$3.46M Sell
48,367
-7,906
-14% -$555K 0.09% 209
2022
Q3 		$3.84M Buy
56,273
+6,788
+14% +$385K 0.12% 168
2022
Q2 		$2.79M Buy
+49,485
New +$2.82M 0.09% 214
2022
Q1 		– Sell
-17,556
Closed -$659K – 1019
2021
Q4 		$659K Buy
17,556
+8,885
+102% +$355K 0.02% 548
2021
Q3 		$353K Buy
+8,671
New +$346K 0.01% 676

Other funds holding PFIX

Jane Street
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
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
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

Integrated Wealth Concepts's PFIX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026: 2,012 shares worth $87.3K. The stake represents ﹤0.01% of the portfolio and ranks #2924 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PFIX as recently as Q4 2024.

Integrated Wealth Concepts first reported a position in PFIX in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.84M in Q3 2022. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Integrated Wealth Concepts held 2,012 shares of Simplify Interest Rate Hedge ETF worth $87.3K as of Q2 2026.
  • Simplify Interest Rate Hedge ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2924 holding.
  • Integrated Wealth Concepts first reported a position in Simplify Interest Rate Hedge ETF in Q3 2021 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Simplify Interest Rate Hedge ETF position peaked at $3.84M in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.