Mount Lucas Management’s Simplify Bond Bull ETF RFIX Stock Holding History

Mount Lucas Management’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 Q2	$431K	Buy	11,027 +27	+0.2%	+$1.05K	0.15%	150
2026 Q1	$445K	Hold	11,000	–	–	0.16%	140
2025 Q4	$399K	Sell	11,000 -650	-6%	-$26.8K	0.16%	154
2025 Q3	$498K	Sell	11,650 -18,350	-61%	-$805K	0.2%	142
2025 Q2	$1.46M	Hold	30,000	–	–	0.62%	42
2025 Q1	$1.6M	Buy	+30,000	New	+$1.57M	0.52%	50

Other funds holding RFIX

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

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LBC

Lane Brothers & Co Prescott, Arizona $153M AUM

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Mount Lucas Management's RFIX Position: Q2 2026 in Review

Mount Lucas Management increased its Simplify Bond Bull ETF (RFIX) stake by 0.25% in Q2 2026, buying an estimated $1.05K and bringing the position to 11,027 shares worth $431K. The position accounts for 0.15% of the portfolio, ranked #150.

Mount Lucas Management first reported a position in RFIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q1 2025. 13 funds tracked by Wall St. Rank hold RFIX as of Q2 2026.

Mount Lucas Management held 11,027 shares of Simplify Bond Bull ETF worth $431K as of Q2 2026.
Mount Lucas Management bought 27 Simplify Bond Bull ETF shares in Q2 2026, an estimated $1.05K.
Simplify Bond Bull ETF made up 0.15% of Mount Lucas Management's portfolio in Q2 2026, its #150 holding.
Mount Lucas Management first reported a position in Simplify Bond Bull ETF in Q1 2025 and has held it in 6 quarters since.
Mount Lucas Management's Simplify Bond Bull ETF position peaked at $1.6M in Q1 2025.
13 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.