NewEdge Advisors
PFIX icon

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

NewEdge 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
2026
Q1 		– Sell
-80
Closed -$3.83K – 4329
2025
Q4 		$3.83K Hold
80
– – ﹤0.01% 3743
2025
Q3 		$3.85K Buy
+80
New +$4.31K ﹤0.01% 3611
2023
Q3 		– Sell
-133,077
Closed -$8.35M – 3603
2023
Q2 		$8.35M Buy
+133,077
New +$8.52M 0.09% 218
2022
Q4 		– Hold
0
– – – 4030
2022
Q3 		– Sell
-132,537
Closed -$7.48M – 1628
2022
Q2 		$7.48M Buy
+132,537
New +$7.56M 0.12% 174

Other funds holding PFIX

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

NewEdge Advisors's PFIX Position: Q1 2026 in Review

NewEdge Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026, closing a stake of 80 shares — an estimated $3.83K sold.

NewEdge Advisors first reported a position in PFIX in Q2 2022 and held it in 4 quarters. The position peaked at $8.35M in Q2 2023. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • NewEdge Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 80 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $3.83K.
  • NewEdge Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and held it in 4 quarters.
  • NewEdge Advisors's Simplify Interest Rate Hedge ETF position peaked at $8.35M in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.