Back to AE Wealth Management LLC AE Wealth Management LLC

PFIXPFIX
11 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

AE Wealth Management LLC holds 4,675 shares of PFIX (SIMPLIFY EXCHANGE TRADED FUN), worth $202,718 as of 2026-Q2. The position was increased (+311x shares). PFIX represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$202,718

Current Shares

4,675

Total Value Change

-$1.3M

Total Shares Change

-17,649

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,675
+311x
$202,7180.0%$43.18
37
2026-Q1
Decreased
15
-37.5%
$7020.0%$45.74
0
2025-Q4
Unchanged
24
0.0%
$1,1370.0%$47.11
0
2025-Q3
Decreased
24
-14.3%
$1,1670.0%$44.71
0
2025-Q2
Decreased
28
-17.6%
$1,4730.0%$47.92
0
2025-Q1
Decreased
34
-22.7%
$1,6310.0%$43.62
0
2024-Q4
New
44
-
$2,3130.0%$46.79
18
2024-Q1
Exited
0
-100.0%
$00.0%$38.77
0
2023-Q4
New
76,974
-
$3.7M0.0%$34.42
37
2022-Q4
Exited
0
-100.0%
$00.0%$32.57
0
2022-Q3
New
22,324
-
$1.5M0.0%$30.86
35

Other major holders of PFIX: JANE STREET GROUP, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used