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Vista Finance’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Vista Finance’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
2023
Q3 		– Sell
-28,705
Closed -$1.8M – 29
2023
Q2 		$1.8M Sell
28,705
-554
-2% -$35.5K 2.81% 8
2023
Q1 		$1.78M Sell
29,259
-6,215
-18% -$393K 2.53% 10
2022
Q4 		$2.54M Buy
+35,474
New +$2.49M 3.57% 10

Other funds holding PFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Vista Finance's PFIX Position: Q3 2023 in Review

Vista Finance sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q3 2023, closing a stake of 28,705 shares — an estimated $1.8M sold.

Vista Finance first reported a position in PFIX in Q4 2022 and held it in 3 quarters. The position peaked at $2.54M in Q4 2022. 50 funds tracked by Wall St. Rank hold PFIX as of Q3 2023.

  • Vista Finance reported no remaining Simplify Interest Rate Hedge ETF position as of Q3 2023 after selling out during the quarter.
  • Vista Finance sold 28,705 Simplify Interest Rate Hedge ETF shares in Q3 2023, an estimated $1.8M.
  • Vista Finance first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and held it in 3 quarters.
  • Vista Finance's Simplify Interest Rate Hedge ETF position peaked at $2.54M in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2023.

Based on Vista Finance's 13F filing for Q3 2023, filed 7 Nov 2023.