JY
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Jeff Yass’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Jeff Yass’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
Q1 		– Sell
-16,780
Closed -$671K – 13058
2023
Q4 		$671K Sell
16,780
-8,886
-35% -$800K ﹤0.01% 7948
2023
Q3 		$2.45M Sell
25,666
-6,894
-21% -$524K ﹤0.01% 4748
2023
Q2 		$2.04M Sell
32,560
-8,100
-20% -$519K ﹤0.01% 5116
2023
Q1 		$2.48M Buy
+40,660
New +$2.57M ﹤0.01% 4703
2022
Q3 		– Sell
-12,816
Closed -$724K – 13898
2022
Q2 		$724K Buy
+12,816
New +$731K ﹤0.01% 7335

Other funds holding PFIX

TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
PHS
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jeff Yass's PFIX Position: Q1 2024 in Review

Jeff Yass sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2024, closing a stake of 16,780 shares — an estimated $671K sold.

Jeff Yass first reported a position in PFIX in Q2 2022 and held it in 5 quarters. The position peaked at $2.48M in Q1 2023. 43 funds tracked by Wall St. Rank hold PFIX as of Q1 2024.

  • Jeff Yass reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2024 after selling out during the quarter.
  • Jeff Yass sold 16,780 Simplify Interest Rate Hedge ETF shares in Q1 2024, an estimated $671K.
  • Jeff Yass first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and held it in 5 quarters.
  • Jeff Yass's Simplify Interest Rate Hedge ETF position peaked at $2.48M in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2024.

Based on Susquehanna International Group's 13F filing for Q1 2024, filed 7 May 2024.