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Larson Financial Group’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Larson Financial Group’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
Q4 		– Sell
-358
Closed -$14.7K – 2870
2024
Q3 		$14.7K Hold
358
– – ﹤0.01% 1328
2024
Q2 		$17.1K Hold
358
– – ﹤0.01% 1099
2024
Q1 		$16K Hold
358
– – ﹤0.01% 934
2023
Q4 		$14.3K Buy
+358
New +$32.2K ﹤0.01% 928

Other funds holding PFIX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Larson Financial Group's PFIX Position: Q4 2024 in Review

Larson Financial Group sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2024, closing a stake of 358 shares — an estimated $14.7K sold.

Larson Financial Group first reported a position in PFIX in Q4 2023 and held it in 4 quarters. The position peaked at $17.1K in Q2 2024. 48 funds tracked by Wall St. Rank hold PFIX as of Q4 2024.

  • Larson Financial Group reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 358 Simplify Interest Rate Hedge ETF shares in Q4 2024, an estimated $14.7K.
  • Larson Financial Group first reported a position in Simplify Interest Rate Hedge ETF in Q4 2023 and held it in 4 quarters.
  • Larson Financial Group's Simplify Interest Rate Hedge ETF position peaked at $17.1K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.