Triad Wealth Partners’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Triad Wealth Partners’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 Q3	$1.71M	Buy	+27,253	New	+$1.39M	0.09%	148

Other funds holding PFIX

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Triad Wealth Partners's PFIX Position: Q3 2026 in Review

Triad Wealth Partners opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q3 2026: 27,253 shares worth $1.71M. The stake represents 0.09% of the portfolio and ranks #148 among its holdings.

23 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

Triad Wealth Partners held 27,253 shares of Simplify Interest Rate Hedge ETF worth $1.71M as of Q3 2026.
Simplify Interest Rate Hedge ETF was a new Triad Wealth Partners position in Q3 2026.
Simplify Interest Rate Hedge ETF made up 0.09% of Triad Wealth Partners's portfolio in Q3 2026, its #148 holding.
23 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.