CSC
RFIX

Cove Street Capital’s Simplify Bond Bull ETF RFIX Stock Holding History

Cove Street Capital’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 		$88.6K Buy
2,075
+774
+59% +$34K 0.12% 68
2025
Q2 		$63.3K Hold
1,301
– – 0.09% 78
2025
Q1 		$69.6K Buy
+1,301
New +$67.9K 0.11% 74

Other funds holding RFIX

Jane Street
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
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 $5.31B AUM 25.12% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cove Street Capital's RFIX Position: Q3 2025 in Review

Cove Street Capital increased its Simplify Bond Bull ETF (RFIX) stake by 59% in Q3 2025, buying an estimated $34K and bringing the position to 2,075 shares worth $88.6K. The position accounts for 0.12% of the portfolio, ranked #68.

Cove Street Capital first reported a position in RFIX in Q1 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold RFIX as of Q3 2025.

  • Cove Street Capital held 2,075 shares of Simplify Bond Bull ETF worth $88.6K as of Q3 2025.
  • Cove Street Capital bought 774 Simplify Bond Bull ETF shares in Q3 2025, an estimated $34K.
  • Simplify Bond Bull ETF made up 0.12% of Cove Street Capital's portfolio in Q3 2025, its #68 holding.
  • Cove Street Capital first reported a position in Simplify Bond Bull ETF in Q1 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q3 2025.

Based on Cove Street Capital's 13F filing for Q3 2025, filed 13 Nov 2025.