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Principal Securities’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Principal Securities’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
Q4 		– Sell
-757
Closed -$36.5K – 2900
2025
Q3 		$36.5K Buy
757
+100
+15% +$5.38K ﹤0.01% 2112
2025
Q2 		$34.7K Buy
657
+457
+229% +$25.6K ﹤0.01% 2053
2025
Q1 		$10.5K Hold
200
– – ﹤0.01% 2500
2024
Q4 		$10.5K Sell
200
-103
-34% -$4.92K ﹤0.01% 2496
2024
Q3 		$12.5K Hold
303
– – ﹤0.01% 2333
2024
Q2 		$14.5K Buy
303
+103
+52% +$5.05K ﹤0.01% 2226
2024
Q1 		$8.96K Hold
200
– – ﹤0.01% 2382
2023
Q4 		$8K Buy
+200
New +$18K ﹤0.01% 2356

Other funds holding PFIX

TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
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
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $115M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Principal Securities's PFIX Position: Q4 2025 in Review

Principal Securities sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2025, closing a stake of 757 shares — an estimated $36.5K sold.

Principal Securities first reported a position in PFIX in Q4 2023 and held it in 8 quarters. The position peaked at $36.5K in Q3 2025. 43 funds tracked by Wall St. Rank hold PFIX as of Q4 2025.

  • Principal Securities reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 757 Simplify Interest Rate Hedge ETF shares in Q4 2025, an estimated $36.5K.
  • Principal Securities first reported a position in Simplify Interest Rate Hedge ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Simplify Interest Rate Hedge ETF position peaked at $36.5K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.