GWM
RFIX

GK Wealth Management’s Simplify Bond Bull ETF RFIX Stock Holding History

GK Wealth 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
2025
Q4 		– Sell
-6,028
Closed -$257K – 215
2025
Q3 		$257K Sell
6,028
-1,353
-18% -$59.4K 0.19% 133
2025
Q2 		$359K Sell
7,381
-5,420
-42% -$269K 0.32% 81
2025
Q1 		$685K Buy
+12,801
New +$668K 0.78% 31

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
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GK Wealth Management's RFIX Position: Q4 2025 in Review

GK Wealth Management sold out of Simplify Bond Bull ETF (RFIX) in Q4 2025, closing a stake of 6,028 shares — an estimated $257K sold.

GK Wealth Management first reported a position in RFIX in Q1 2025 and held it in 3 quarters. The position peaked at $685K in Q1 2025. 10 funds tracked by Wall St. Rank hold RFIX as of Q4 2025.

  • GK Wealth Management reported no remaining Simplify Bond Bull ETF position as of Q4 2025 after selling out during the quarter.
  • GK Wealth Management sold 6,028 Simplify Bond Bull ETF shares in Q4 2025, an estimated $257K.
  • GK Wealth Management first reported a position in Simplify Bond Bull ETF in Q1 2025 and held it in 3 quarters.
  • GK Wealth Management's Simplify Bond Bull ETF position peaked at $685K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q4 2025.

Based on GK Wealth Management's 13F filing for Q4 2025, filed 5 Jan 2026.