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

Mutual 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
2025
Q1 		– Sell
-4,841
Closed -$262K – 1145
2024
Q4 		$262K Buy
+4,841
New +$231K 0.01% 931
2024
Q2 		– Sell
-4,780
Closed -$214K – 1137
2024
Q1 		$214K Buy
+4,780
New +$221K 0.01% 1011
2023
Q3 		– Sell
-3,757
Closed -$236K – 1029
2023
Q2 		$236K Sell
3,757
-1,054
-22% -$67.5K 0.01% 889
2023
Q1 		$293K Buy
4,811
+1,881
+64% +$119K 0.01% 784
2022
Q4 		$210K Buy
+2,930
New +$206K 0.01% 860

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mutual Advisors's PFIX Position: Q1 2025 in Review

Mutual Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2025, closing a stake of 4,841 shares — an estimated $262K sold.

Mutual Advisors first reported a position in PFIX in Q4 2022 and held it in 5 quarters. The position peaked at $293K in Q1 2023. 39 funds tracked by Wall St. Rank hold PFIX as of Q1 2025.

  • Mutual Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 4,841 Simplify Interest Rate Hedge ETF shares in Q1 2025, an estimated $262K.
  • Mutual Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and held it in 5 quarters.
  • Mutual Advisors's Simplify Interest Rate Hedge ETF position peaked at $293K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.