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Lloyd Advisory Services’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Lloyd Advisory Services’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
-15,478
Closed -$619K – 165
2023
Q4 		$619K Buy
+15,478
New +$1.39M 0.29% 46

Other funds holding PFIX

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lloyd Advisory Services's PFIX Position: Q1 2024 in Review

Lloyd Advisory Services sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2024, closing a stake of 15,478 shares — an estimated $619K sold.

Lloyd Advisory Services first reported a position in PFIX in Q4 2023 and held it in 1 quarter. The position peaked at $619K in Q4 2023. 43 funds tracked by Wall St. Rank hold PFIX as of Q1 2024.

  • Lloyd Advisory Services reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 15,478 Simplify Interest Rate Hedge ETF shares in Q1 2024, an estimated $619K.
  • Lloyd Advisory Services first reported a position in Simplify Interest Rate Hedge ETF in Q4 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Simplify Interest Rate Hedge ETF position peaked at $619K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2024.

Based on Lloyd Advisory Services's 13F filing for Q1 2024, filed 12 Apr 2024.