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Stratos Wealth Advisors’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Stratos Wealth Advisors’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
2025
Q4 		– Sell
-16,167
Closed -$779K – 696
2025
Q3 		$779K Buy
16,167
+1,034
+7% +$55.7K 0.04% 365
2025
Q2 		$800K Buy
15,133
+1,344
+10% +$75.2K 0.04% 348
2025
Q1 		$668K Sell
13,789
-4,797
-26% -$244K 0.04% 378
2024
Q4 		$973K Buy
18,586
+1,222
+7% +$58.4K 0.05% 338
2024
Q3 		$714K Buy
17,364
+354
+2% +$15.4K 0.03% 419
2024
Q2 		$814K Buy
17,010
+220
+1% +$10.8K 0.04% 373
2024
Q1 		$752K Buy
16,790
+4,002
+31% +$185K 0.04% 378
2023
Q4 		$512K Sell
12,788
-3,379
-21% -$304K 0.03% 460
2023
Q3 		$1.54M Buy
16,167
+2,018
+14% +$153K 0.1% 235
2023
Q2 		$888K Buy
14,149
+1,299
+10% +$83.2K 0.06% 330
2023
Q1 		$783K Buy
12,850
+253
+2% +$16K 0.06% 333
2022
Q4 		$902K Sell
12,597
-5,984
-32% -$420K 0.08% 295
2022
Q3 		$1.27M Sell
18,581
-4,484
-19% -$255K 0.13% 203
2022
Q2 		$1.3M Buy
+23,065
New +$1.32M 0.12% 220

Other funds holding PFIX

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $115M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stratos Wealth Advisors's PFIX Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q4 2025, closing a stake of 16,167 shares — an estimated $779K sold.

Stratos Wealth Advisors first reported a position in PFIX in Q2 2022 and held it in 14 quarters. The position peaked at $1.54M in Q3 2023. 43 funds tracked by Wall St. Rank hold PFIX as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining Simplify Interest Rate Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 16,167 Simplify Interest Rate Hedge ETF shares in Q4 2025, an estimated $779K.
  • Stratos Wealth Advisors first reported a position in Simplify Interest Rate Hedge ETF in Q2 2022 and held it in 14 quarters.
  • Stratos Wealth Advisors's Simplify Interest Rate Hedge ETF position peaked at $1.54M in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.