Question 1

How many shares of PFIX does Kestra Advisory Services, LLC own?

Accepted Answer

Kestra Advisory Services, LLC previously held 0 shares of PFIX (SIMPLIFY INTEREST RATE HEDGE ETF) before exiting the position in 2023-Q1.

Question 2

What is Kestra Advisory Services, LLC's PFIX position worth?

Accepted Answer

Kestra Advisory Services, LLC's PFIX position was last reported at $0 in 2023-Q1 before the exit.

Question 3

Is Kestra Advisory Services, LLC buying or selling PFIX?

Accepted Answer

In 2023-Q1, Kestra Advisory Services, LLC exited their PFIX position entirely (-100.0% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy PFIX?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in PFIX in 2022-Q4. They have held the position across 2 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$27.82	0
2022-Q4	New	129,416	-	$9.3M	0.1%	$32.64	38

PFIX2 quarters

PFIX
2 quarters