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Perigon Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Perigon Wealth Management’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
2025
Q1 		– Sell
-7,370
Closed -$399K – 1080
2024
Q4 		$399K Buy
+7,370
New +$352K 0.01% 710

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DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Perigon Wealth Management's PFIX Position: Q1 2025 in Review

Perigon Wealth Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2025, closing a stake of 7,370 shares — an estimated $399K sold.

Perigon Wealth Management first reported a position in PFIX in Q4 2024 and held it in 1 quarter. The position peaked at $399K in Q4 2024. 39 funds tracked by Wall St. Rank hold PFIX as of Q1 2025.

  • Perigon Wealth Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 7,370 Simplify Interest Rate Hedge ETF shares in Q1 2025, an estimated $399K.
  • Perigon Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $399K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.