M1FG
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Mach-1 Financial Group’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Mach-1 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
2022
Q4 		– Sell
-399
Closed -$27K – 363
2022
Q3 		$27K Buy
399
+111
+39% +$6.3K 0.03% 142
2022
Q2 		$16K Buy
288
+132
+85% +$7.53K 0.01% 194
2022
Q1 		$7K Buy
156
+25
+19% +$1.08K ﹤0.01% 142
2021
Q4 		$4K Buy
+131
New +$5.23K ﹤0.01% 171

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $71.6B AUM 21.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 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 $269B AUM 31.4% 1-Year Est. Return

Mach-1 Financial Group's PFIX Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2022, closing a stake of 399 shares — an estimated $27K sold.

Mach-1 Financial Group first reported a position in PFIX in Q4 2021 and held it in 4 quarters. The position peaked at $27K in Q3 2022. 64 funds tracked by Wall St. Rank hold PFIX as of Q4 2022.

  • Mach-1 Financial Group reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 399 Simplify Interest Rate Hedge ETF shares in Q4 2022, an estimated $27K.
  • Mach-1 Financial Group first reported a position in Simplify Interest Rate Hedge ETF in Q4 2021 and held it in 4 quarters.
  • Mach-1 Financial Group's Simplify Interest Rate Hedge ETF position peaked at $27K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.