Envestnet Asset Management
RFIX

Envestnet Asset Management’s Simplify Bond Bull ETF RFIX Stock Holding History

Envestnet Asset 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
Q1 		– Sell
-10,443
Closed -$379K – 4846
2025
Q4 		$379K Buy
10,443
+2,613
+33% +$108K ﹤0.01% 3880
2025
Q3 		$334K Buy
7,830
+1,018
+15% +$44.7K ﹤0.01% 4010
2025
Q2 		$331K Buy
+6,812
New +$339K ﹤0.01% 3963

Other funds holding RFIX

Jane Street
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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

Envestnet Asset Management's RFIX Position: Q1 2026 in Review

Envestnet Asset Management sold out of Simplify Bond Bull ETF (RFIX) in Q1 2026, closing a stake of 10,443 shares — an estimated $379K sold.

Envestnet Asset Management first reported a position in RFIX in Q2 2025 and held it in 3 quarters. The position peaked at $379K in Q4 2025. 11 funds tracked by Wall St. Rank hold RFIX as of Q1 2026.

  • Envestnet Asset Management reported no remaining Simplify Bond Bull ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 10,443 Simplify Bond Bull ETF shares in Q1 2026, an estimated $379K.
  • Envestnet Asset Management first reported a position in Simplify Bond Bull ETF in Q2 2025 and held it in 3 quarters.
  • Envestnet Asset Management's Simplify Bond Bull ETF position peaked at $379K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.