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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
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

Triumph Capital Management's PFIX Position: Q2 2026 in Review

Triumph Capital Management held its Simplify Interest Rate Hedge ETF (PFIX) position steady in Q2 2026 at 342 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Triumph Capital Management first reported a position in PFIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.4K in Q4 2025. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Triumph Capital Management held 342 shares of Simplify Interest Rate Hedge ETF worth $14.8K as of Q2 2026.
  • Triumph Capital Management left its Simplify Interest Rate Hedge ETF share count unchanged in Q2 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1037 holding.
  • Triumph Capital Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Simplify Interest Rate Hedge ETF position peaked at $16.4K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.