MA
RFIX

Montag & Associates’s Simplify Bond Bull ETF RFIX Stock Holding History

Montag & Associates’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
-1,561
Closed -$66.7K – 1185
2025
Q3 		$66.7K Hold
1,561
– – ﹤0.01% 544
2025
Q2 		$75.9K Buy
+1,561
New +$77.6K ﹤0.01% 512

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

Montag & Associates's RFIX Position: Q4 2025 in Review

Montag & Associates sold out of Simplify Bond Bull ETF (RFIX) in Q4 2025, closing a stake of 1,561 shares — an estimated $66.7K sold.

Montag & Associates first reported a position in RFIX in Q2 2025 and held it in 2 quarters. The position peaked at $75.9K in Q2 2025. 10 funds tracked by Wall St. Rank hold RFIX as of Q4 2025.

  • Montag & Associates reported no remaining Simplify Bond Bull ETF position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 1,561 Simplify Bond Bull ETF shares in Q4 2025, an estimated $66.7K.
  • Montag & Associates first reported a position in Simplify Bond Bull ETF in Q2 2025 and held it in 2 quarters.
  • Montag & Associates's Simplify Bond Bull ETF position peaked at $75.9K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.