Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

PFIXPFIX
20 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SIMPLIFY INTEREST RATE HEDGE ETF

Steward Partners Investment Advisory, LLC holds 1,682 shares of PFIX (SIMPLIFY INTEREST RATE HEDGE ETF), worth $72,932 as of 2026-Q2. PFIX represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$72,932

Current Shares

1,682

Total Value Change

+$71,932

Total Shares Change

+1,654

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
1,682
0.0%
$72,9320.0%$43.27
0
2026-Q1
Increased
1,682
+75.0%
$77,7590.0%$45.83
32
2025-Q4
Decreased
961
-4.8%
$46,0610.0%$47.20
0
2025-Q3
Unchanged
1,010
0.0%
$48,6520.0%$44.80
0
2025-Q2
Unchanged
1,010
0.0%
$53,3680.0%$48.01
0
2025-Q1
Decreased
1,010
-6.7%
$48,9450.0%$43.71
0
2024-Q4
Decreased
1,083
-14.4%
$56,6840.0%$46.88
0
2024-Q3
Decreased
1,266
-3.0%
$52,0580.0%$36.46
0
2024-Q2
Decreased
1,305
-1.2%
$62,4440.0%$41.86
0
2024-Q1
Increased
1,321
+42.0%
$59,1810.0%$38.85
28
2023-Q4
Increased
930
+2168.3%
$37,2000.0%$34.49
32
2023-Q3
Decreased
41
-46.8%
$3,9160.0%$43.97
0
2023-Q2
Increased
77
+413.3%
$4,8340.0%$28.79
24
2023-Q1
Unchanged
15
0.0%
$9140.0%$27.82
0
2022-Q4
Decreased
15
-46.4%
$1,0740.0%$32.64
0
2022-Q3
Unchanged
28
0.0%
$2,0000.0%$30.92
0
2022-Q2
Unchanged
28
0.0%
$2,0000.0%$25.57
0
2022-Q1
Unchanged
28
0.0%
$1,0000.0%$22.56
0
2021-Q4
Unchanged
28
0.0%
$1,0000.0%$16.99
0
2021-Q3
New
28
-
$1,0000.0%$18.41
17

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