PFIX — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, 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
0.01% (2023 Q3)
Avg. % of fund
0.01%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 193,913 +126,991 +189.8% 0.01% $9.3M $47.71
2025 Q3 REDUCED 66,922 -7,115 -9.6% 0.00% $3.2M $45.29
2025 Q2 REDUCED 74,037 -6,418 -8.0% 0.01% $3.9M $48.54
2025 Q1 REDUCED 80,455 -40 -0.0% 0.01% $3.9M $44.18
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Archer Investment Corp 3Y 0.01% Quadrature Capital Ltd 3Y 7Y 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0%
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