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MAI Capital Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

MAI Capital Management’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 		– Sell
-6
Closed -$288 – 5115
2025
Q4 		$288 Hold
6
– – ﹤0.01% 3970
2025
Q3 		$290 Hold
6
– – ﹤0.01% 3680
2025
Q2 		$318 Buy
+6
New +$336 ﹤0.01% 3820

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $79.5B AUM 27.1% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

MAI Capital Management's PFIX Position: Q1 2026 in Review

MAI Capital Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026, closing a stake of 6 shares — an estimated $288 sold.

MAI Capital Management first reported a position in PFIX in Q2 2025 and held it in 3 quarters. The position peaked at $318 in Q2 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • MAI Capital Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 6 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $288.
  • MAI Capital Management first reported a position in Simplify Interest Rate Hedge ETF in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's Simplify Interest Rate Hedge ETF position peaked at $318 in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.