Magnolia Private Wealth
RFIX icon

Magnolia Private Wealth’s Simplify Bond Bull ETF RFIX Stock Holding History

Magnolia Private Wealth’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
Q3 		– Sell
-4,251
Closed -$207K – 115
2025
Q2 		$207K Buy
+4,251
New +$211K 0.16% 101

Other funds holding RFIX

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True Wealth Design
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Fluent Financial
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Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
Mount Lucas Management
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Magnolia Private Wealth's RFIX Position: Q3 2025 in Review

Magnolia Private Wealth sold out of Simplify Bond Bull ETF (RFIX) in Q3 2025, closing a stake of 4,251 shares — an estimated $207K sold.

Magnolia Private Wealth first reported a position in RFIX in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 18 funds tracked by Wall St. Rank hold RFIX as of Q3 2025.

  • Magnolia Private Wealth reported no remaining Simplify Bond Bull ETF position as of Q3 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 4,251 Simplify Bond Bull ETF shares in Q3 2025, an estimated $207K.
  • Magnolia Private Wealth first reported a position in Simplify Bond Bull ETF in Q2 2025 and held it in 1 quarter.
  • Magnolia Private Wealth's Simplify Bond Bull ETF position peaked at $207K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q3 2025.

Based on Magnolia Private Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.