BCMLT
RFIX

Beacon Capital Management LLC (Tennessee)’s Simplify Bond Bull ETF RFIX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-901
Closed -$43.8K – 1068
2025
Q2 		$43.8K Sell
901
-86,969
-99% -$4.32M 0.01% 364
2025
Q1 		$4.7M Buy
+87,870
New +$4.59M 0.63% 19

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TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s RFIX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Simplify Bond Bull ETF (RFIX) in Q3 2025, closing a stake of 901 shares — an estimated $43.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in RFIX in Q1 2025 and held it in 2 quarters. The position peaked at $4.7M in Q1 2025. 18 funds tracked by Wall St. Rank hold RFIX as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Simplify Bond Bull ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 901 Simplify Bond Bull ETF shares in Q3 2025, an estimated $43.8K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Simplify Bond Bull ETF in Q1 2025 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Simplify Bond Bull ETF position peaked at $4.7M in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.