HBS
RFIX

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

FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
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
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

Howard Bailey Securities's RFIX Position: Q2 2025 in Review

Howard Bailey Securities sold out of Simplify Bond Bull ETF (RFIX) in Q2 2025, closing a stake of 15,833 shares — an estimated $847K sold.

Howard Bailey Securities first reported a position in RFIX in Q1 2025 and held it in 1 quarter. The position peaked at $847K in Q1 2025. 22 funds tracked by Wall St. Rank hold RFIX as of Q2 2025.

  • Howard Bailey Securities reported no remaining Simplify Bond Bull ETF position as of Q2 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 15,833 Simplify Bond Bull ETF shares in Q2 2025, an estimated $847K.
  • Howard Bailey Securities first reported a position in Simplify Bond Bull ETF in Q1 2025 and held it in 1 quarter.
  • Howard Bailey Securities's Simplify Bond Bull ETF position peaked at $847K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.