PFA
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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

TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return