UWM
PFIX icon

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
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

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

Urban Wealth Management's PFIX Position: Q1 2026 in Review

Urban Wealth Management reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 43% in Q1 2026, selling an estimated $453K and leaving 12,927 shares worth $598K. The position accounts for 0.61% of the portfolio, ranked #34.

Urban Wealth Management first reported a position in PFIX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.09M in Q4 2025. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Urban Wealth Management held 12,927 shares of Simplify Interest Rate Hedge ETF worth $598K as of Q1 2026.
  • Urban Wealth Management sold 9,912 Simplify Interest Rate Hedge ETF shares in Q1 2026, an estimated $453K.
  • Simplify Interest Rate Hedge ETF made up 0.61% of Urban Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Urban Wealth Management first reported a position in Simplify Interest Rate Hedge ETF in Q4 2025 and has held it in 2 quarters since.
  • Urban Wealth Management's Simplify Interest Rate Hedge ETF position peaked at $1.09M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on Urban Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.