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Wealthcare Advisory Partners’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-3,350
Closed -$240K – 724
2022
Q4 		$240K Buy
+3,350
New +$235K 0.01% 598

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
Colony Group
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthcare Advisory Partners's PFIX Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Simplify Interest Rate Hedge ETF (PFIX) in Q1 2023, closing a stake of 3,350 shares — an estimated $240K sold.

Wealthcare Advisory Partners first reported a position in PFIX in Q4 2022 and held it in 1 quarter. The position peaked at $240K in Q4 2022. 52 funds tracked by Wall St. Rank hold PFIX as of Q1 2023.

  • Wealthcare Advisory Partners reported no remaining Simplify Interest Rate Hedge ETF position as of Q1 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,350 Simplify Interest Rate Hedge ETF shares in Q1 2023, an estimated $240K.
  • Wealthcare Advisory Partners first reported a position in Simplify Interest Rate Hedge ETF in Q4 2022 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Simplify Interest Rate Hedge ETF position peaked at $240K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.