Key Capital Management
PFIX icon

Key Capital Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Key Capital Management’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
Q3 		$23.5K Buy
373
+303
+433% +$15.5K 0.01% 294
2026
Q2 		$3.04K Buy
+70
New +$3.23K ﹤0.01% 512

Other funds holding PFIX

Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Key Capital Management's PFIX Position: Q3 2026 in Review

Key Capital Management increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 433% in Q3 2026, buying an estimated $15.5K and bringing the position to 373 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #294.

Key Capital Management first reported a position in PFIX in Q2 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

  • Key Capital Management held 373 shares of Simplify Interest Rate Hedge ETF worth $23.5K as of Q3 2026.
  • Key Capital Management bought 303 Simplify Interest Rate Hedge ETF shares in Q3 2026, an estimated $15.5K.
  • Simplify Interest Rate Hedge ETF made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #294 holding.
  • Key Capital Management first reported a position in Simplify Interest Rate Hedge ETF in Q2 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.