TIM
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Triad Investment Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Triad Investment Management’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
Q3 		– Sell
-14,379
Closed -$903K – 54
2023
Q2 		$903K Sell
14,379
-35
-0.2% -$2.24K 1.26% 29
2023
Q1 		$879K Buy
14,414
+3,503
+32% +$222K 1.28% 29
2022
Q4 		$781K Sell
10,911
-523
-5% -$36.7K 1.22% 32
2022
Q3 		$780K Buy
+11,434
New +$649K 1.35% 30

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Triad Investment Management's PFIX Position: Q3 2023 in Review

Triad Investment Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2023, closing a stake of 14,379 shares — an estimated $903K sold.

Triad Investment Management first reported a position in PFIX in Q3 2022 and held it in 4 quarters. The position peaked at $903K in Q2 2023. 50 funds tracked by Wall St. Rank hold PFIX as of Q3 2023.

  • Triad Investment Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2023 after selling out during the quarter.
  • Triad Investment Management sold 14,379 Simplify Interest Rate Hedge ETF shares in Q3 2023, an estimated $903K.
  • Triad Investment Management first reported a position in Simplify Interest Rate Hedge ETF in Q3 2022 and held it in 4 quarters.
  • Triad Investment Management's Simplify Interest Rate Hedge ETF position peaked at $903K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2023.

Based on Triad Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.