Professional Financial Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Professional Financial Advisors’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	–	Sell	-18,721	Closed	-$897K	–	144
2025 Q4	$897K	Buy	18,721 +1,316	+8%	+$62.6K	0.18%	70
2025 Q3	$838K	Buy	17,405 +919	+6%	+$49.5K	0.18%	71
2025 Q2	$871K	Buy	16,486 +642	+4%	+$35.9K	0.2%	66
2025 Q1	$768K	Sell	15,844 -543	-3%	-$27.6K	0.2%	67
2024 Q4	$858K	Buy	16,387 +680	+4%	+$32.5K	0.22%	64
2024 Q3	$646K	Buy	15,707 +767	+5%	+$33.3K	0.17%	74
2024 Q2	$715K	Sell	14,940 -527	-3%	-$25.9K	0.2%	68
2024 Q1	$693K	Buy	15,467 +8,838	+133%	+$408K	0.2%	69
2023 Q4	$265K	Buy	6,629 +630	+11%	+$56.7K	0.09%	79
2023 Q3	$573K	Buy	+5,999	New	+$456K	0.26%	66

Other funds holding PFIX

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Professional Financial Advisors's PFIX Position: Q1 2026 in Review

Professional Financial Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026, closing a stake of 18,721 shares — an estimated $897K sold.

Professional Financial Advisors first reported a position in PFIX in Q3 2023 and held it in 10 quarters. The position peaked at $897K in Q4 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

Professional Financial Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2026 after selling out during the quarter.
Professional Financial Advisors sold 18,721 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $897K.
Professional Financial Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q3 2023 and held it in 10 quarters.
Professional Financial Advisors's Simplify Interest Rate Hedge ETF position peaked at $897K in Q4 2025.
63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.