PAG
PFIX icon

Private Advisor Group’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Private Advisor Group’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
2024
Q2 		– Sell
-30,000
Closed -$1.5K – 2434
2024
Q1 		$1.5K Buy
+30,000
New +$1.39M ﹤0.01% 2309

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Private Advisor Group's PFIX Position: Q2 2024 in Review

Private Advisor Group sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q2 2024, closing a stake of 2,725 shares — an estimated $122K sold.

Private Advisor Group first reported a position in PFIX in Q1 2024 and held it in 1 quarter. The position peaked at $122K in Q1 2024. 47 funds tracked by Wall St. Rank hold PFIX as of Q2 2024.

  • Private Advisor Group reported no remaining Simplify Interest Rate Hedge ETF position as of Q2 2024 after selling out during the quarter.
  • Private Advisor Group sold 2,725 Simplify Interest Rate Hedge ETF shares in Q2 2024, an estimated $122K.
  • Private Advisor Group first reported a position in Simplify Interest Rate Hedge ETF in Q1 2024 and held it in 1 quarter.
  • Private Advisor Group's Simplify Interest Rate Hedge ETF position peaked at $122K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2024.

Based on Private Advisor Group's 13F filing for Q2 2024, filed 5 Aug 2024.