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 Q2	$72.9K	Hold	1,682	–	–	﹤0.01%	2763
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

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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 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

Steward Partners Investment Advisory's PFIX Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q2 2026 at 1,682 shares worth $72.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

Steward Partners Investment Advisory first reported a position in PFIX in Q3 2021 and has held it in 20 quarters since. The position peaked at $77.8K in Q1 2026. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

Steward Partners Investment Advisory held 1,682 shares of Simplify Interest Rate Hedge ETF worth $72.9K as of Q2 2026.
Steward Partners Investment Advisory left its Simplify Interest Rate Hedge ETF share count unchanged in Q2 2026.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2763 holding.
Steward Partners Investment Advisory first reported a position in Simplify Interest Rate Hedge ETF in Q3 2021 and has held it in 20 quarters since.
Steward Partners Investment Advisory's Simplify Interest Rate Hedge ETF position peaked at $77.8K in Q1 2026.
56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.