TCM
PFIX icon

Triumph Capital Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Triumph Capital 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
2026
Q1 		$15.8K Hold
342
– – ﹤0.01% 965
2025
Q4 		$16.4K Buy
+342
New +$16.3K ﹤0.01% 931

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Triumph Capital Management's PFIX Position: Q1 2026 in Review

Triumph Capital Management held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q1 2026 at 342 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Triumph Capital Management first reported a position in PFIX in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.4K in Q4 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Triumph Capital Management held 342 shares of Simplify Interest Rate Hedge ETF worth $15.8K as of Q1 2026.
  • Triumph Capital Management left its Simplify Interest Rate Hedge ETF share count unchanged in Q1 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #965 holding.
  • Triumph Capital Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2025 and has held it in 2 quarters since.
  • Triumph Capital Management's Simplify Interest Rate Hedge ETF position peaked at $16.4K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.