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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
2026
Q2 		$300K Buy
+6,911
New +$319K ﹤0.01% 1286
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 $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

OneDigital Investment Advisors's PFIX Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026: 6,911 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1286 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in PFIX as recently as Q3 2023.

OneDigital Investment Advisors first reported a position in PFIX in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.41M in Q3 2023. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • OneDigital Investment Advisors held 6,911 shares of Simplify Interest Rate Hedge ETF worth $300K as of Q2 2026.
  • Simplify Interest Rate Hedge ETF was a new OneDigital Investment Advisors position in Q2 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1286 holding.
  • OneDigital Investment Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and has held it in 5 quarters since.
  • OneDigital Investment Advisors's Simplify Interest Rate Hedge ETF position peaked at $1.41M in Q3 2023.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.