Apollon Wealth Management, LLC Simplify ETF Simplify Int Rate Transaction History

Apollon Wealth Management, LLC

$5.29 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$38.54 - $51.08 $235,402 - $311,996	-6,108 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$37.54 - $42.16 $229,294 - $257,513	6,108 New	6,108 $229,000

Others Institutions Holding PFIX

# of Institutions

60

Shares Held

1.57M

Call Options Held

0

Put Options Held

0

Jane Street Group, LLC New York, NY

417K
Shares

$19.1 Million
0.0% of portfolio
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL

192K
Shares

$8.79 Million
3.16% of portfolio
Drum Hill Capital, LLC Westport, CT

112K
Shares

$5.14 Million
5.85% of portfolio
January Capital Advisors LLC

88.5K
Shares

$4.06 Million
4.44% of portfolio
Holcombe Financial, Inc. Atlanta, GA

85.8K
Shares

$3.94 Million
2.88% of portfolio

About SIMPLIFY ETF SIMPLIFY INT RATE

Ticker PFIX
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