BOLTON SECURITIES CORPORATION’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

BOLTON SECURITIES CORPORATION’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	$9.25K	Buy	+200	New	+$9.14K	﹤0.01%	1635

Other funds holding PFIX

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PFIX Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026: 200 shares worth $9.25K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings.

66 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

BOLTON SECURITIES CORPORATION held 200 shares of Simplify Interest Rate Hedge ETF worth $9.25K as of Q1 2026.
Simplify Interest Rate Hedge ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
Simplify Interest Rate Hedge ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1635 holding.
66 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.