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Mirabella Financial Services’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Mirabella Financial Services’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
-107,604
Closed -$108K – 488
2022
Q3 		$108K Buy
+107,604
New +$6.11M 0.01% 303

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ASN
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CA
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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

Mirabella Financial Services's PFIX Position: Q4 2022 in Review

Mirabella Financial Services sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2022, closing a stake of 107,604 shares — an estimated $108K sold.

Mirabella Financial Services first reported a position in PFIX in Q3 2022 and held it in 1 quarter. The position peaked at $108K in Q3 2022. 64 funds tracked by Wall St. Rank hold PFIX as of Q4 2022.

  • Mirabella Financial Services reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2022 after selling out during the quarter.
  • Mirabella Financial Services sold 107,604 Simplify Interest Rate Hedge ETF shares in Q4 2022, an estimated $108K.
  • Mirabella Financial Services first reported a position in Simplify Interest Rate Hedge ETF in Q3 2022 and held it in 1 quarter.
  • Mirabella Financial Services's Simplify Interest Rate Hedge ETF position peaked at $108K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2022.

Based on Mirabella Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.