Mercer Global Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Mercer Global Advisors’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	$380K	Sell	8,754 -94	-1%	-$4.34K	﹤0.01%	2564
2026 Q1	$409K	Buy	8,848 +61	+0.7%	+$2.79K	﹤0.01%	2142
2025 Q4	$421K	Sell	8,787 -143	-2%	-$6.8K	﹤0.01%	1988
2025 Q3	$430K	Buy	8,930 +250	+3%	+$13.5K	﹤0.01%	1848
2025 Q2	$459K	Sell	8,680 -1,446	-14%	-$80.9K	﹤0.01%	1608
2025 Q1	$491K	Buy	+10,126	New	+$515K	﹤0.01%	1485

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 25.53% 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 $77B AUM 19.24% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

Mercer Global Advisors's PFIX Position: Q2 2026 in Review

Mercer Global Advisors reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 1.1% in Q2 2026, selling an estimated $4.34K and leaving 8,754 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Mercer Global Advisors first reported a position in PFIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $491K in Q1 2025. 57 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Mercer Global Advisors held 8,754 shares of Simplify Interest Rate Hedge ETF worth $380K as of Q2 2026.
Mercer Global Advisors sold 94 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $4.34K.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2564 holding.
Mercer Global Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q1 2025 and has held it in 6 quarters since.
Mercer Global Advisors's Simplify Interest Rate Hedge ETF position peaked at $491K in Q1 2025.
57 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.