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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
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

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Pekin Hardy Strauss's PFIX Position: Q1 2026 in Review

Pekin Hardy Strauss opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026: 27,015 shares worth $1.25M. The stake represents 0.13% of the portfolio and ranks #183 among its holdings. This is a return to the name: Pekin Hardy Strauss previously reported a position in PFIX as recently as Q3 2025.

Pekin Hardy Strauss first reported a position in PFIX in Q2 2021 and has held it in 13 quarters since. The position peaked at $5.64M in Q4 2024. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Pekin Hardy Strauss held 27,015 shares of Simplify Interest Rate Hedge ETF worth $1.25M as of Q1 2026.
  • Simplify Interest Rate Hedge ETF was a new Pekin Hardy Strauss position in Q1 2026.
  • Simplify Interest Rate Hedge ETF made up 0.13% of Pekin Hardy Strauss's portfolio in Q1 2026, its #183 holding.
  • Pekin Hardy Strauss first reported a position in Simplify Interest Rate Hedge ETF in Q2 2021 and has held it in 13 quarters since.
  • Pekin Hardy Strauss's Simplify Interest Rate Hedge ETF position peaked at $5.64M in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.