MML Investors Services
PFIX icon

MML Investors Services’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

MML Investors 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
2026
Q1 		$518K Sell
11,202
-698
-6% -$31.9K ﹤0.01% 2200
2025
Q4 		$570K Buy
11,900
+3,299
+38% +$157K ﹤0.01% 2168
2025
Q3 		$414K Sell
8,601
-1,498
-15% -$80.6K ﹤0.01% 2292
2025
Q2 		$534K Sell
10,099
-837
-8% -$46.8K ﹤0.01% 2050
2025
Q1 		$530K Buy
10,936
+3,691
+51% +$188K ﹤0.01% 1949
2024
Q4 		$379K Buy
+7,245
New +$346K ﹤0.01% 2111
2024
Q3 		– Sell
-5,281
Closed -$253K – 2615
2024
Q2 		$253K Buy
+5,281
New +$259K ﹤0.01% 2199
2023
Q4 		– Sell
-3,030
Closed -$289K – 2494
2023
Q3 		$289K Sell
3,030
-857
-22% -$65.2K ﹤0.01% 1947
2023
Q2 		$244K Sell
3,887
-405
-9% -$25.9K ﹤0.01% 2052
2023
Q1 		$262K Sell
4,292
-19,856
-82% -$1.26M ﹤0.01% 1761
2022
Q4 		$1.73M Buy
24,148
+8,610
+55% +$605K 0.01% 882
2022
Q3 		$1.06M Sell
15,538
-17,830
-53% -$1.01M 0.01% 1031
2022
Q2 		$1.88M Buy
+33,368
New +$1.9M 0.01% 772

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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 $377B AUM 19.32% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

MML Investors Services's PFIX Position: Q1 2026 in Review

MML Investors Services reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 5.9% in Q1 2026, selling an estimated $31.9K and leaving 11,202 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

MML Investors Services first reported a position in PFIX in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.88M in Q2 2022. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • MML Investors Services held 11,202 shares of Simplify Interest Rate Hedge ETF worth $518K as of Q1 2026.
  • MML Investors Services sold 698 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $31.9K.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2200 holding.
  • MML Investors Services first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and has held it in 13 quarters since.
  • MML Investors Services's Simplify Interest Rate Hedge ETF position peaked at $1.88M in Q2 2022.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.