Northwestern Mutual Wealth Management
PFIX icon

Northwestern Mutual Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Northwestern Mutual 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
2024
Q3 		– Sell
-79
Closed -$3.78K – 3786
2024
Q2 		$3.78K Buy
+79
New +$3.88K ﹤0.01% 2945
2024
Q1 		– Sell
-3,497
Closed -$140K – 3749
2023
Q4 		$140K Buy
+3,497
New +$315K ﹤0.01% 1646

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's PFIX Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2024, closing a stake of 79 shares — an estimated $3.78K sold.

Northwestern Mutual Wealth Management first reported a position in PFIX in Q4 2023 and held it in 2 quarters. The position peaked at $140K in Q4 2023. 38 funds tracked by Wall St. Rank hold PFIX as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 79 Simplify Interest Rate Hedge ETF shares in Q3 2024, an estimated $3.78K.
  • Northwestern Mutual Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $140K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.