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Savvy Advisors Inc’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Savvy Advisors Inc’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 		$311K Sell
6,719
-4,473
-40% -$204K 0.01% 857
2025
Q4 		$536K Buy
+11,192
New +$532K 0.02% 545

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $871B 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 $78.1B AUM 55.25% 1-Year Est. Return

Savvy Advisors Inc's PFIX Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 40% in Q1 2026, selling an estimated $204K and leaving 6,719 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #857.

Savvy Advisors Inc first reported a position in PFIX in Q4 2025 and has held it in 2 quarters since. The position peaked at $536K in Q4 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Savvy Advisors Inc held 6,719 shares of Simplify Interest Rate Hedge ETF worth $311K as of Q1 2026.
  • Savvy Advisors Inc sold 4,473 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $204K.
  • Simplify Interest Rate Hedge ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #857 holding.
  • Savvy Advisors Inc first reported a position in Simplify Interest Rate Hedge ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Simplify Interest Rate Hedge ETF position peaked at $536K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.