LPL Financial
RFIX

LPL Financial’s Simplify Bond Bull ETF RFIX Stock Holding History

LPL Financial’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 		$373K Buy
+9,207
New +$361K ﹤0.01% 5031
2025
Q3 		– Sell
-45,127
Closed -$2.19M – 6027
2025
Q2 		$2.19M Buy
+45,127
New +$2.24M ﹤0.01% 3038

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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's RFIX Position: Q1 2026 in Review

LPL Financial opened a new position in Simplify Bond Bull ETF (RFIX) in Q1 2026: 9,207 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #5031 among its holdings. This is a return to the name: LPL Financial previously reported a position in RFIX as recently as Q2 2025.

LPL Financial first reported a position in RFIX in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.19M in Q2 2025. 11 funds tracked by Wall St. Rank hold RFIX as of Q1 2026.

  • LPL Financial held 9,207 shares of Simplify Bond Bull ETF worth $373K as of Q1 2026.
  • Simplify Bond Bull ETF was a new LPL Financial position in Q1 2026.
  • Simplify Bond Bull ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5031 holding.
  • LPL Financial first reported a position in Simplify Bond Bull ETF in Q2 2025 and has held it in 2 quarters since.
  • LPL Financial's Simplify Bond Bull ETF position peaked at $2.19M in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.