KA
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Kovack Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Kovack 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
Q4 		– Sell
-3,871
Closed -$264K – 613
2022
Q3 		$264K Buy
+3,871
New +$220K 0.04% 433
2022
Q2 		– Sell
-4,500
Closed -$224K – 711
2022
Q1 		$224K Sell
4,500
-1,000
-18% -$43.4K 0.02% 622
2021
Q4 		$206K Buy
+5,500
New +$220K 0.02% 660

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kovack Advisors's PFIX Position: Q4 2022 in Review

Kovack Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2022, closing a stake of 3,871 shares — an estimated $264K sold.

Kovack Advisors first reported a position in PFIX in Q4 2021 and held it in 3 quarters. The position peaked at $264K in Q3 2022. 64 funds tracked by Wall St. Rank hold PFIX as of Q4 2022.

  • Kovack Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2022 after selling out during the quarter.
  • Kovack Advisors sold 3,871 Simplify Interest Rate Hedge ETF shares in Q4 2022, an estimated $264K.
  • Kovack Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q4 2021 and held it in 3 quarters.
  • Kovack Advisors's Simplify Interest Rate Hedge ETF position peaked at $264K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2022.

Based on Kovack Advisors's 13F filing for Q4 2022, filed 22 Feb 2023.