Simplex Trading’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Simplex Trading’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	$13.4K	Buy	+289	New	+$13.2K	﹤0.01%	7093
2025 Q4	–	Sell	-90	Closed	-$4K	–	9708
2025 Q3	$4K	Sell	90 -4,292	-98%	-$231K	﹤0.01%	8433
2025 Q2	$231K	Buy	4,382 +4,259	+3,463%	+$238K	﹤0.01%	4363
2025 Q1	$5K	Buy	+123	New	+$6.26K	﹤0.01%	7577
2024 Q4	–	Sell	-387	Closed	-$15K	–	9357
2024 Q3	$15K	Sell	387 -493	-56%	-$21.4K	﹤0.01%	6907
2024 Q2	$42K	Buy	+880	New	+$43.2K	﹤0.01%	6253
2023 Q3	–	Sell	-4,282	Closed	-$268K	–	9538
2023 Q2	$268K	Sell	4,282 -2,399	-36%	-$154K	﹤0.01%	3971
2023 Q1	$407K	Buy	+6,681	New	+$423K	﹤0.01%	3485

Other funds holding PFIX

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Simplex Trading's PFIX Position: Q1 2026 in Review

Simplex Trading opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026: 289 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #7093 among its holdings. This is a return to the name: Simplex Trading previously reported a position in PFIX as recently as Q3 2025.

Simplex Trading first reported a position in PFIX in Q1 2023 and has held it in 8 quarters since. The position peaked at $407K in Q1 2023. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

Simplex Trading held 289 shares of Simplify Interest Rate Hedge ETF worth $13.4K as of Q1 2026.
Simplify Interest Rate Hedge ETF was a new Simplex Trading position in Q1 2026.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7093 holding.
Simplex Trading first reported a position in Simplify Interest Rate Hedge ETF in Q1 2023 and has held it in 8 quarters since.
Simplex Trading's Simplify Interest Rate Hedge ETF position peaked at $407K in Q1 2023.
63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.