Wells Fargo
PFIX icon

Wells Fargo’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Wells Fargo’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 		$776 Buy
17
+15
+750% +$685 ﹤0.01% 6363
2025
Q4 		$89 Buy
2
+1
+100% +$48 ﹤0.01% 6439
2025
Q3 		$60 Hold
1
– – ﹤0.01% 6462
2025
Q2 		$65 Hold
1
– – ﹤0.01% 6539
2025
Q1 		$53 Hold
1
– – ﹤0.01% 6446
2024
Q4 		$43 Hold
1
– – ﹤0.01% 6531
2024
Q3 		$61 Sell
1
-1
-50% -$43 ﹤0.01% 6325
2024
Q2 		$93 Buy
2
+1
+100% +$49 ﹤0.01% 6257
2024
Q1 		$55 Hold
1
– – ﹤0.01% 6801
2023
Q4 		$36 Buy
+1
New +$90 ﹤0.01% 7020
2023
Q1 		– Sell
-13
Closed -$931 – 7775
2022
Q4 		$931 Buy
+13
New +$913 ﹤0.01% 6206

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $761B 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 $57.5B AUM 55.25% 1-Year Est. Return