LPL Financial
PFIX icon

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

LPL Financial’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
Q1 		$7.35M Buy
159,005
+110,479
+228% +$5.05M ﹤0.01% 2272
2025
Q4 		$2.33M Buy
48,526
+7,713
+19% +$367K ﹤0.01% 3253
2025
Q3 		$1.97M Buy
40,813
+24,049
+143% +$1.29M ﹤0.01% 3325
2025
Q2 		$886K Buy
+16,764
New +$938K ﹤0.01% 3859

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

LPL Financial's PFIX Position: Q1 2026 in Review

LPL Financial increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 228% in Q1 2026, buying an estimated $5.05M and bringing the position to 159,005 shares worth $7.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

LPL Financial first reported a position in PFIX in Q2 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • LPL Financial held 159,005 shares of Simplify Interest Rate Hedge ETF worth $7.35M as of Q1 2026.
  • LPL Financial bought 110,479 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $5.05M.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2272 holding.
  • LPL Financial first reported a position in Simplify Interest Rate Hedge ETF in Q2 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.