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 Q2	$3.04K	Buy	+70	New	+$3.23K	﹤0.01%	512

Other funds holding PFIX

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

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Key Capital Management's PFIX Position: Q2 2026 in Review

Key Capital Management opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026: 70 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings.

26 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Key Capital Management held 70 shares of Simplify Interest Rate Hedge ETF worth $3.04K as of Q2 2026.
Simplify Interest Rate Hedge ETF was a new Key Capital Management position in Q2 2026.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #512 holding.
26 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.