UWM
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Urban Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Urban Wealth 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 		– Sell
-12,927
Closed -$598K – 118
2026
Q1 		$598K Sell
12,927
-9,912
-43% -$453K 0.61% 34
2025
Q4 		$1.09M Buy
+22,839
New +$1.09M 1.02% 25

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

Urban Wealth Management's PFIX Position: Q2 2026 in Review

Urban Wealth Management sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026, closing a stake of 12,927 shares — an estimated $598K sold.

Urban Wealth Management first reported a position in PFIX in Q4 2025 and held it in 2 quarters. The position peaked at $1.09M in Q4 2025. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Urban Wealth Management reported no remaining Simplify Interest Rate Hedge ETF position as of Q2 2026 after selling out during the quarter.
  • Urban Wealth Management sold 12,927 Simplify Interest Rate Hedge ETF shares in Q2 2026, an estimated $598K.
  • Urban Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2025 and held it in 2 quarters.
  • Urban Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $1.09M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.