Steward Partners Investment Advisory, LLC
Position in PFIX — Simplify Interest Rate Hedge ETF
CIK 1723397
STAMFORD, CT
All Filings in PFIX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PFIX | $77,758 | 1,682 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 PFIX | $46,060 | 961 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 PFIX | $48,651 | 1,010 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 PFIX | $53,368 | 1,010 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 PFIX | $48,944 | 1,010 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 PFIX | $56,684 | 1,083 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 PFIX | $52,057 | 1,266 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 PFIX | $62,444 | 1,305 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 PFIX | $59,180 | 1,321 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PFIX | $37,200 | 930 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 PFIX | $3,915 | 41 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 PFIX | $4,834 | 77 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PFIX | $914 | 15 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PFIX | $1,074 | 15 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 PFIX | $1,909 | 28 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 PFIX | $1,581 | 28 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 PFIX | $1,395 | 28 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 PFIX | $1,051 | 28 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 PFIX | $1,138 | 28 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||