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 Q2	$230K	Buy	5,893 +5,431	+1,176%	+$212K	﹤0.01%	1634
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 New York $1.21T AUM 78.12% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LBC

Lane Brothers & Co Prescott, Arizona $153M AUM

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

AE Wealth Management's RFIX Position: Q2 2026 in Review

AE Wealth Management increased its Simplify Bond Bull ETF (RFIX) stake by 1,176% in Q2 2026, buying an estimated $212K and bringing the position to 5,893 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

AE Wealth Management first reported a position in RFIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.98M in Q1 2025. 13 funds tracked by Wall St. Rank hold RFIX as of Q2 2026.

AE Wealth Management held 5,893 shares of Simplify Bond Bull ETF worth $230K as of Q2 2026.
AE Wealth Management bought 5,431 Simplify Bond Bull ETF shares in Q2 2026, an estimated $212K.
Simplify Bond Bull ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1634 holding.
AE Wealth Management first reported a position in Simplify Bond Bull ETF in Q1 2025 and has held it in 6 quarters since.
AE Wealth Management's Simplify Bond Bull ETF position peaked at $5.98M in Q1 2025.
13 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.