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

OneDigital Investment 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
2023
Q4 		– Sell
-14,778
Closed -$1.41M – 1130
2023
Q3 		$1.41M Buy
14,778
+743
+5% +$56.5K 0.03% 348
2023
Q2 		$881K Buy
14,035
+3,297
+31% +$211K 0.02% 442
2023
Q1 		$654K Buy
10,738
+2,155
+25% +$136K 0.02% 522
2022
Q4 		$615K Buy
+8,583
New +$603K 0.02% 467

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

OneDigital Investment Advisors's PFIX Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2023, closing a stake of 14,778 shares — an estimated $1.41M sold.

OneDigital Investment Advisors first reported a position in PFIX in Q4 2022 and held it in 4 quarters. The position peaked at $1.41M in Q3 2023. 50 funds tracked by Wall St. Rank hold PFIX as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 14,778 Simplify Interest Rate Hedge ETF shares in Q4 2023, an estimated $1.41M.
  • OneDigital Investment Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and held it in 4 quarters.
  • OneDigital Investment Advisors's Simplify Interest Rate Hedge ETF position peaked at $1.41M in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.