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Smith, Moore & Co’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Smith, Moore & Co’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
Q2 		$293K Buy
6,755
+1,750
+35% +$80.8K 0.02% 468
2026
Q1 		$231K Buy
+5,005
New +$229K 0.02% 507

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

Smith, Moore & Co's PFIX Position: Q2 2026 in Review

Smith, Moore & Co increased its Simplify Interest Rate Hedge ETF (PFIX) stake by 35% in Q2 2026, buying an estimated $80.8K and bringing the position to 6,755 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #468.

Smith, Moore & Co first reported a position in PFIX in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Smith, Moore & Co held 6,755 shares of Simplify Interest Rate Hedge ETF worth $293K as of Q2 2026.
  • Smith, Moore & Co bought 1,750 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $80.8K.
  • Simplify Interest Rate Hedge ETF made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #468 holding.
  • Smith, Moore & Co first reported a position in Simplify Interest Rate Hedge ETF in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.