PFIX — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Advisory Services Network, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (PFIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.32% (2022 Q3)
Avg. % of fund
0.17%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 154 -12,994 -98.8% 0.00% $7K $45.29
2023 Q4 REDUCED 13,148 -136,117 -91.2% 0.01% $526K $34.86
2023 Q1 ADDED 149,265 +17,765 +13.5% 0.25% $9.1M $28.13
2022 Q4 ADDED 131,500 +109 +0.1% 0.29% $9.4M $32.99
2022 Q3 REDUCED 131,391 -4,764 -3.5% 0.32% $9.0M $31.26
2022 Q2 ADDED 136,155 +103,093 +311.8% 0.26% $7.7M $25.84
2022 Q1 INITIATED 33,062 — — 0.05% $1.6M $22.81
% of Fund (quarterly)    PFIX price (monthly, adj. close)

Other funds also holding PFIX

As of 2025 Q4 — sorted by position size

Trek Financial, LLC 3Y 7Y 0.69% Professional Financial Advisors, LLC 3Y 0.18% Hilltop Holdings Inc. 3Y 7Y 0.12% Cambridge Advisors Inc. 3Y 7Y 0.06% Global Endowment Management, LP 3Y 7Y 0.05% Anchor Investment Management, LLC 0.04% Savvy Advisors, Inc. 0.02% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.01% Archer Investment Corp 3Y 0.01% Quadrature Capital Ltd 3Y 7Y 0.01%
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