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Steward Partners Investment Advisory’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Steward Partners Investment Advisory’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 		$77.8K Buy
1,682
+721
+75% +$32.9K ﹤0.01% 2525
2025
Q4 		$46.1K Sell
961
-49
-5% -$2.33K ﹤0.01% 2715
2025
Q3 		$48.7K Hold
1,010
– – ﹤0.01% 2625
2025
Q2 		$53.4K Hold
1,010
– – ﹤0.01% 2441
2025
Q1 		$48.9K Sell
1,010
-73
-7% -$3.71K ﹤0.01% 2391
2024
Q4 		$56.7K Sell
1,083
-183
-14% -$8.74K ﹤0.01% 2273
2024
Q3 		$52.1K Sell
1,266
-39
-3% -$1.69K ﹤0.01% 2218
2024
Q2 		$62.4K Sell
1,305
-16
-1% -$785 ﹤0.01% 1995
2024
Q1 		$59.2K Buy
1,321
+391
+42% +$18.1K ﹤0.01% 2022
2023
Q4 		$37.2K Buy
930
+889
+2,168% +$80K ﹤0.01% 2118
2023
Q3 		$3.92K Sell
41
-36
-47% -$2.74K ﹤0.01% 2906
2023
Q2 		$4.83K Buy
77
+62
+413% +$3.97K ﹤0.01% 2801
2023
Q1 		$914 Hold
15
– – ﹤0.01% 3124
2022
Q4 		$1.07K Sell
15
-13
-46% -$913 ﹤0.01% 3116
2022
Q3 		$2K Hold
28
– – ﹤0.01% 3048
2022
Q2 		$2K Hold
28
– – ﹤0.01% 3028
2022
Q1 		$1K Hold
28
– – ﹤0.01% 3206
2021
Q4 		$1K Hold
28
– – ﹤0.01% 3111
2021
Q3 		$1K Buy
+28
New +$1.12K ﹤0.01% 3095

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $761B 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 $57.5B AUM 55.25% 1-Year Est. Return