Pekin Hardy Strauss
PFIX icon

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
Q3 		$295K Sell
4,695
-157,522
-97% -$8.04M 0.03% 385
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

Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 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 $77B AUM 19.24% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Pekin Hardy Strauss's PFIX Position: Q3 2026 in Review

Pekin Hardy Strauss reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 97% in Q3 2026, selling an estimated $8.04M and leaving 4,695 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #385.

Pekin Hardy Strauss first reported a position in PFIX in Q2 2021 and has held it in 15 quarters since. The position peaked at $7.03M in Q2 2026. 26 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

  • Pekin Hardy Strauss held 4,695 shares of Simplify Interest Rate Hedge ETF worth $295K as of Q3 2026.
  • Pekin Hardy Strauss sold 157,522 Simplify Interest Rate Hedge ETF shares in Q3 2026, an estimated $8.04M.
  • Simplify Interest Rate Hedge ETF made up 0.03% of Pekin Hardy Strauss's portfolio in Q3 2026, its #385 holding.
  • Pekin Hardy Strauss first reported a position in Simplify Interest Rate Hedge ETF in Q2 2021 and has held it in 15 quarters since.
  • Pekin Hardy Strauss's Simplify Interest Rate Hedge ETF position peaked at $7.03M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on Pekin Hardy Strauss's 13F filing for Q3 2026, filed 2 Nov 2026.