Pekin Hardy Strauss’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Pekin Hardy Strauss’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	$7.03M	Buy	162,217 +135,202	+500%	+$6.25M	0.62%	34
2026 Q1	$1.25M	Buy	+27,015	New	+$1.23M	0.13%	183
2025 Q4	–	Sell	-24,685	Closed	-$1.19M	–	471
2025 Q3	$1.19M	Sell	24,685 -1,500	-6%	-$80.8K	0.12%	163
2025 Q2	$1.38M	Buy	+26,185	New	+$1.47M	0.16%	141
2025 Q1	–	Sell	-107,705	Closed	-$5.64M	–	382
2024 Q4	$5.64M	Buy	107,705 +712	+0.7%	+$34K	0.72%	41
2024 Q3	$4.4M	Buy	106,993 +12,973	+14%	+$563K	0.56%	56
2024 Q2	$4.5M	Buy	94,020 +125	+0.1%	+$6.13K	0.62%	46
2024 Q1	$4.21M	Buy	+93,895	New	+$4.34M	0.57%	51
2023 Q1	–	Sell	-60,790	Closed	-$4.35M	–	329
2022 Q4	$4.35M	Buy	+60,790	New	+$4.27M	0.6%	47
2022 Q3	–	Sell	-61,856	Closed	-$3.49M	–	332
2022 Q2	$3.49M	Buy	61,856 +33,241	+116%	+$1.9M	0.49%	56
2022 Q1	$1.43M	Sell	28,615 -76,640	-73%	-$3.32M	0.18%	125
2021 Q4	$3.95M	Sell	105,255 -8,655	-8%	-$346K	0.53%	51
2021 Q3	$4.63M	Sell	113,910 -11,905	-9%	-$476K	0.66%	37
2021 Q2	$5.21M	Buy	+125,815	New	+$5.86M	0.73%	34

Other funds holding PFIX

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

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 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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Pekin Hardy Strauss's PFIX Position: Q2 2026 in Review

Pekin Hardy Strauss increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 500% in Q2 2026, buying an estimated $6.25M and bringing the position to 162,217 shares worth $7.03M. The position accounts for 0.62% of the portfolio, ranked #34.

Pekin Hardy Strauss first reported a position in PFIX in Q2 2021 and has held it in 14 quarters since. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Pekin Hardy Strauss held 162,217 shares of Simplify Interest Rate Hedge ETF worth $7.03M as of Q2 2026.
Pekin Hardy Strauss bought 135,202 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $6.25M.
Simplify Interest Rate Hedge ETF made up 0.62% of Pekin Hardy Strauss's portfolio in Q2 2026, its #34 holding.
Pekin Hardy Strauss first reported a position in Simplify Interest Rate Hedge ETF in Q2 2021 and has held it in 14 quarters since.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.