SEC 13F Intelligence

Vista Finance, LLC / PFIX

Vista Finance, LLC’s Simplify Exchange Traded Fun Position

Does Vista Finance, LLC own Simplify Exchange Traded Fun (PFIX)? Not currently — the last reported position was 28.7K shares worth $2M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2023
Shares
28.7K
% of Portfolio
+2.81%
Quarters Held
3
position exited

Position History PFIX

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202328.7K$2M+2.81%
Q1 202329.3K$2M+2.53%
Q4 202235.5K$3M+3.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vista Finance, LLC’s full portfolio or all institutional holders of PFIX.