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Rothschild Investment LLC’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Rothschild Investment LLC’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
Q4 		– Sell
-200
Closed -$8.22K – 3029
2024
Q3 		$8.22K Hold
200
– – ﹤0.01% 1165
2024
Q2 		$9.57K Buy
+200
New +$9.81K ﹤0.01% 1109

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Jane Street
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DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Rothschild Investment LLC's PFIX Position: Q4 2024 in Review

Rothschild Investment LLC sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2024, closing a stake of 200 shares — an estimated $8.22K sold.

Rothschild Investment LLC first reported a position in PFIX in Q2 2024 and held it in 2 quarters. The position peaked at $9.57K in Q2 2024. 48 funds tracked by Wall St. Rank hold PFIX as of Q4 2024.

  • Rothschild Investment LLC reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 200 Simplify Interest Rate Hedge ETF shares in Q4 2024, an estimated $8.22K.
  • Rothschild Investment LLC first reported a position in Simplify Interest Rate Hedge ETF in Q2 2024 and held it in 2 quarters.
  • Rothschild Investment LLC's Simplify Interest Rate Hedge ETF position peaked at $9.57K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2024.

Based on Rothschild Investment LLC's 13F filing for Q4 2024, filed 4 Feb 2025.