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

January Capital 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
2022
Q2 		$5M Hold
88,541
– – 4.44% 4
2022
Q1 		$5M Buy
+88,541
New +$3.84M 4.44% 4

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

January Capital Advisors's PFIX Position: Q2 2022 in Review

January Capital Advisors held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q2 2022 at 88,541 shares worth $5M. The position accounts for 4.44% of the portfolio, ranked #4.

January Capital Advisors first reported a position in PFIX in Q1 2022 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold PFIX as of Q2 2022.

  • January Capital Advisors held 88,541 shares of Simplify Interest Rate Hedge ETF worth $5M as of Q2 2022.
  • January Capital Advisors left its Simplify Interest Rate Hedge ETF share count unchanged in Q2 2022.
  • Simplify Interest Rate Hedge ETF made up 4.44% of January Capital Advisors's portfolio in Q2 2022, its #4 holding.
  • January Capital Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q1 2022 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.