Morgan Stanley
PFIX icon

Morgan Stanley’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Morgan Stanley’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 		$48.3K Sell
1,113
-889
-44% -$41.1K ﹤0.01% 6524
2026
Q1 		$92.6K Buy
2,002
+1,999
+66,633% +$91.3K ﹤0.01% 6194
2025
Q4 		$157 Sell
3
-148
-98% -$7.04K ﹤0.01% 7656
2025
Q3 		$7.28K Sell
151
-326
-68% -$17.6K ﹤0.01% 6992
2025
Q2 		$25.2K Buy
477
+449
+1,604% +$25.1K ﹤0.01% 6578
2025
Q1 		$1.4K Hold
28
– – ﹤0.01% 7240
2024
Q4 		$1.49K Sell
28
-71
-72% -$3.39K ﹤0.01% 7237
2024
Q3 		$4.1K Hold
99
– – ﹤0.01% 6970
2024
Q2 		$4.75K Sell
99
-309
-76% -$15.2K ﹤0.01% 6863
2024
Q1 		$18.3K Buy
408
+278
+214% +$12.8K ﹤0.01% 6518
2023
Q4 		$5.22K Sell
130
-522
-80% -$47K ﹤0.01% 6827
2023
Q3 		$62.3K Sell
652
-1,760
-73% -$134K ﹤0.01% 6074
2023
Q2 		$151K Buy
2,412
+139
+6% +$8.9K ﹤0.01% 5764
2023
Q1 		$139K Buy
2,273
+771
+51% +$48.8K ﹤0.01% 5876
2022
Q4 		$108K Buy
1,502
+520
+53% +$36.5K ﹤0.01% 5946
2022
Q3 		$67K Sell
982
-2,100
-68% -$119K ﹤0.01% 6269
2022
Q2 		$174K Sell
3,082
-6,071
-66% -$346K ﹤0.01% 5970
2022
Q1 		$456K Buy
9,153
+1,503
+20% +$65.2K ﹤0.01% 5461
2021
Q4 		$287K Buy
7,650
+3,575
+88% +$143K ﹤0.01% 5872
2021
Q3 		$165K Buy
4,075
+59
+1% +$2.36K ﹤0.01% 6097
2021
Q2 		$166K Buy
+4,016
New +$187K ﹤0.01% 6107

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
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

Morgan Stanley's PFIX Position: Q2 2026 in Review

Morgan Stanley reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 44% in Q2 2026, selling an estimated $41.1K and leaving 1,113 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6524.

Morgan Stanley first reported a position in PFIX in Q2 2021 and has held it in 21 quarters since. The position peaked at $456K in Q1 2022. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Morgan Stanley held 1,113 shares of Simplify Interest Rate Hedge ETF worth $48.3K as of Q2 2026.
  • Morgan Stanley sold 889 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $41.1K.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6524 holding.
  • Morgan Stanley first reported a position in Simplify Interest Rate Hedge ETF in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Simplify Interest Rate Hedge ETF position peaked at $456K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.