Maridea Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Maridea Wealth 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 Q2	$724K	Buy	+16,701	New	+$771K	0.08%	238
2025 Q3	–	Sell	-13,622	Closed	-$720K	–	443
2025 Q2	$720K	Buy	+13,622	New	+$762K	0.19%	106
2025 Q1	–	Sell	-19,157	Closed	-$1M	–	262
2024 Q4	$1M	Buy	+19,157	New	+$915K	0.32%	54

Other funds holding PFIX

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

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

Maridea Wealth Management's PFIX Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026: 16,701 shares worth $724K. The stake represents 0.08% of the portfolio and ranks #238 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in PFIX as recently as Q2 2025.

Maridea Wealth Management first reported a position in PFIX in Q4 2024 and has held it in 3 quarters since. The position peaked at $1M in Q4 2024. 57 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Maridea Wealth Management held 16,701 shares of Simplify Interest Rate Hedge ETF worth $724K as of Q2 2026.
Simplify Interest Rate Hedge ETF was a new Maridea Wealth Management position in Q2 2026.
Simplify Interest Rate Hedge ETF made up 0.08% of Maridea Wealth Management's portfolio in Q2 2026, its #238 holding.
Maridea Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2024 and has held it in 3 quarters since.
Maridea Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $1M in Q4 2024.
57 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.