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

Moulton 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
2023
Q1 		– Sell
-14,890
Closed -$936K – 16
2022
Q4 		$936K Buy
+14,890
New +$1.05M 3.2% 9

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Moulton Wealth Management's PFIX Position: Q1 2023 in Review

Moulton Wealth Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2023, closing a stake of 14,890 shares — an estimated $936K sold.

Moulton Wealth Management first reported a position in PFIX in Q4 2022 and held it in 1 quarter. The position peaked at $936K in Q4 2022. 52 funds tracked by Wall St. Rank hold PFIX as of Q1 2023.

  • Moulton Wealth Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2023 after selling out during the quarter.
  • Moulton Wealth Management sold 14,890 Simplify Interest Rate Hedge ETF shares in Q1 2023, an estimated $936K.
  • Moulton Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and held it in 1 quarter.
  • Moulton Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $936K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2023.

Based on Moulton Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.