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
Q2 		$881K Sell
20,330
-138,675
-87% -$6.41M ﹤0.01% 4524
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

LPL Financial's PFIX Position: Q2 2026 in Review

LPL Financial reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 87% in Q2 2026, selling an estimated $6.41M and leaving 20,330 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #4524.

LPL Financial first reported a position in PFIX in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.35M in Q1 2026. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • LPL Financial held 20,330 shares of Simplify Interest Rate Hedge ETF worth $881K as of Q2 2026.
  • LPL Financial sold 138,675 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $6.41M.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4524 holding.
  • LPL Financial first reported a position in Simplify Interest Rate Hedge ETF in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's Simplify Interest Rate Hedge ETF position peaked at $7.35M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.