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TCTC Holdings’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

TCTC Holdings’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
2024
Q3 		– Sell
-5
Closed -$239 – 547
2024
Q2 		$239 Buy
+5
New +$245 ﹤0.01% 527

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

TCTC Holdings's PFIX Position: Q3 2024 in Review

TCTC Holdings sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2024, closing a stake of 5 shares — an estimated $239 sold.

TCTC Holdings first reported a position in PFIX in Q2 2024 and held it in 1 quarter. The position peaked at $239 in Q2 2024. 38 funds tracked by Wall St. Rank hold PFIX as of Q3 2024.

  • TCTC Holdings reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2024 after selling out during the quarter.
  • TCTC Holdings sold 5 Simplify Interest Rate Hedge ETF shares in Q3 2024, an estimated $239.
  • TCTC Holdings first reported a position in Simplify Interest Rate Hedge ETF in Q2 2024 and held it in 1 quarter.
  • TCTC Holdings's Simplify Interest Rate Hedge ETF position peaked at $239 in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2024.

Based on TCTC Holdings's 13F filing for Q3 2024, filed 1 Nov 2024.