AWM
RFIX

AE Wealth Management’s Simplify Bond Bull ETF RFIX Stock Holding History

AE Wealth Management’s Portfolio RFIX Stock Details RFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.7K Sell
462
-20
-4% -$783 ﹤0.01% 2163
2025
Q4 		$17.5K Sell
482
-251
-34% -$10.3K ﹤0.01% 2054
2025
Q3 		$31.3K Sell
733
-901
-55% -$39.5K ﹤0.01% 1812
2025
Q2 		$79.4K Sell
1,634
-110,201
-99% -$5.48M ﹤0.01% 1537
2025
Q1 		$5.98M Buy
+111,835
New +$5.84M 0.05% 311

Other funds holding RFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's RFIX Position: Q1 2026 in Review

AE Wealth Management reduced its Simplify Bond Bull ETF (RFIX) stake by 4.1% in Q1 2026, selling an estimated $783 and leaving 462 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

AE Wealth Management first reported a position in RFIX in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.98M in Q1 2025. 11 funds tracked by Wall St. Rank hold RFIX as of Q1 2026.

  • AE Wealth Management held 462 shares of Simplify Bond Bull ETF worth $18.7K as of Q1 2026.
  • AE Wealth Management sold 20 Simplify Bond Bull ETF shares in Q1 2026, an estimated $783.
  • Simplify Bond Bull ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2163 holding.
  • AE Wealth Management first reported a position in Simplify Bond Bull ETF in Q1 2025 and has held it in 5 quarters since.
  • AE Wealth Management's Simplify Bond Bull ETF position peaked at $5.98M in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.