Howard Bailey Securities’s Simplify Bond Bull ETF RFIX Stock Holding History

Howard Bailey Securities’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	-15,833	Closed	-$847K	–	178
2025 Q1	$847K	Buy	+15,833	New	+$826K	0.28%	61

Other funds holding RFIX

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return