Sound View Wealth Advisors Group’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Sound View Wealth Advisors Group’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
2023 Q4	–	Sell	-2,851	Closed	-$272K	–	390
2023 Q3	$272K	Sell	2,851 -500	-15%	-$38K	0.03%	303
2023 Q2	$210K	Sell	3,351 -2,969	-47%	-$190K	0.03%	345
2023 Q1	$385K	Buy	+6,320	New	+$400K	0.05%	254
2022 Q4	–	Sell	-6,902	Closed	-$471K	–	393
2022 Q3	$471K	Buy	6,902 +2,602	+61%	+$148K	0.11%	167
2022 Q2	$243K	Buy	+4,300	New	+$245K	0.05%	248

Other funds holding PFIX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Sound View Wealth Advisors Group's PFIX Position: Q4 2023 in Review

Sound View Wealth Advisors Group sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2023, closing a stake of 2,851 shares — an estimated $272K sold.

Sound View Wealth Advisors Group first reported a position in PFIX in Q2 2022 and held it in 5 quarters. The position peaked at $471K in Q3 2022. 50 funds tracked by Wall St. Rank hold PFIX as of Q4 2023.

Sound View Wealth Advisors Group reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2023 after selling out during the quarter.
Sound View Wealth Advisors Group sold 2,851 Simplify Interest Rate Hedge ETF shares in Q4 2023, an estimated $272K.
Sound View Wealth Advisors Group first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and held it in 5 quarters.
Sound View Wealth Advisors Group's Simplify Interest Rate Hedge ETF position peaked at $471K in Q3 2022.
50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2023, filed 8 Feb 2024.