Tucker Asset Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Tucker Asset 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
2025 Q4	$15.1K	Buy	+316	New	+$15K	﹤0.01%	500

Other funds holding PFIX

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DHC

Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UWM

Urban Wealth Management El Segundo, California $97.7M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tucker Asset Management's PFIX Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q4 2025: 316 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings.

43 funds tracked by Wall St. Rank hold PFIX as of Q4 2025.

Tucker Asset Management held 316 shares of Simplify Interest Rate Hedge ETF worth $15.1K as of Q4 2025.
Simplify Interest Rate Hedge ETF was a new Tucker Asset Management position in Q4 2025.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #500 holding.
43 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.