AA
RFIX

Ancora Advisors’s Simplify Bond Bull ETF RFIX Stock Holding History

Ancora Advisors’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 		– Sell
-1,980
Closed -$71.9K – 2576
2025
Q4 		$71.9K Hold
1,980
– – ﹤0.01% 1022
2025
Q3 		$84.6K Hold
1,980
– – ﹤0.01% 905
2025
Q2 		$96.3K Buy
1,980
+80
+4% +$3.98K ﹤0.01% 886
2025
Q1 		$102K Buy
+1,900
New +$99.2K ﹤0.01% 856

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ancora Advisors's RFIX Position: Q1 2026 in Review

Ancora Advisors sold out of Simplify Bond Bull ETF (RFIX) in Q1 2026, closing a stake of 1,980 shares — an estimated $71.9K sold.

Ancora Advisors first reported a position in RFIX in Q1 2025 and held it in 4 quarters. The position peaked at $102K in Q1 2025. 11 funds tracked by Wall St. Rank hold RFIX as of Q1 2026.

  • Ancora Advisors reported no remaining Simplify Bond Bull ETF position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 1,980 Simplify Bond Bull ETF shares in Q1 2026, an estimated $71.9K.
  • Ancora Advisors first reported a position in Simplify Bond Bull ETF in Q1 2025 and held it in 4 quarters.
  • Ancora Advisors's Simplify Bond Bull ETF position peaked at $102K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.