PCM
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Prelude Capital Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Prelude Capital 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
2022
Q1 		– Sell
-10,848
Closed -$407K – 2130
2021
Q4 		$407K Buy
+10,848
New +$433K 0.01% 1139

Other funds holding PFIX

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Prelude Capital Management's PFIX Position: Q1 2022 in Review

Prelude Capital Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2022, closing a stake of 10,848 shares — an estimated $407K sold.

Prelude Capital Management first reported a position in PFIX in Q4 2021 and held it in 1 quarter. The position peaked at $407K in Q4 2021. 34 funds tracked by Wall St. Rank hold PFIX as of Q1 2022.

  • Prelude Capital Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2022 after selling out during the quarter.
  • Prelude Capital Management sold 10,848 Simplify Interest Rate Hedge ETF shares in Q1 2022, an estimated $407K.
  • Prelude Capital Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2021 and held it in 1 quarter.
  • Prelude Capital Management's Simplify Interest Rate Hedge ETF position peaked at $407K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2022.

Based on Prelude Capital Management's 13F filing for Q1 2022, filed 16 May 2022.