Triumph Capital Management
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
Q3 		$21.5K Hold
342
– – ﹤0.01% 951
2026
Q2 		$14.8K Hold
342
– – ﹤0.01% 1037
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

Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Triumph Capital Management's PFIX Position: Q3 2026 in Review

Triumph Capital Management held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q3 2026 at 342 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Triumph Capital Management first reported a position in PFIX in Q4 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

  • Triumph Capital Management held 342 shares of Simplify Interest Rate Hedge ETF worth $21.5K as of Q3 2026.
  • Triumph Capital Management left its Simplify Interest Rate Hedge ETF share count unchanged in Q3 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #951 holding.
  • Triumph Capital Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.