Raymond James Financial
PFIX icon

Raymond James Financial’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-1,004
Closed -$53.1K – 6246
2025
Q2 		$53.1K Buy
+1,004
New +$56.2K ﹤0.01% 5162

Other funds holding PFIX

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial's PFIX Position: Q3 2025 in Review

Raymond James Financial sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2025, closing a stake of 1,004 shares — an estimated $53.1K sold.

Raymond James Financial first reported a position in PFIX in Q2 2025 and held it in 1 quarter. The position peaked at $53.1K in Q2 2025. 50 funds tracked by Wall St. Rank hold PFIX as of Q3 2025.

  • Raymond James Financial reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,004 Simplify Interest Rate Hedge ETF shares in Q3 2025, an estimated $53.1K.
  • Raymond James Financial first reported a position in Simplify Interest Rate Hedge ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Simplify Interest Rate Hedge ETF position peaked at $53.1K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.