Authentikos Wealth Advisory
RFIX icon

Authentikos Wealth Advisory’s Simplify Bond Bull ETF RFIX Stock Holding History

Authentikos Wealth Advisory’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
2025
Q2 		– Sell
-11,934
Closed -$638K – 70
2025
Q1 		$638K Buy
+11,934
New +$623K 0.5% 41

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True Wealth Design
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WJ Interests
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mount Lucas Management
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Authentikos Wealth Advisory's RFIX Position: Q2 2025 in Review

Authentikos Wealth Advisory sold out of Simplify Bond Bull ETF (RFIX) in Q2 2025, closing a stake of 11,934 shares — an estimated $638K sold.

Authentikos Wealth Advisory first reported a position in RFIX in Q1 2025 and held it in 1 quarter. The position peaked at $638K in Q1 2025. 22 funds tracked by Wall St. Rank hold RFIX as of Q2 2025.

  • Authentikos Wealth Advisory reported no remaining Simplify Bond Bull ETF position as of Q2 2025 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 11,934 Simplify Bond Bull ETF shares in Q2 2025, an estimated $638K.
  • Authentikos Wealth Advisory first reported a position in Simplify Bond Bull ETF in Q1 2025 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Simplify Bond Bull ETF position peaked at $638K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q2 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2025, filed 7 Aug 2025.