MLM
RFIX

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
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
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Mount Lucas Management's RFIX Position: Q1 2026 in Review

Mount Lucas Management held its Simplify Bond Bull ETF (RFIX) position steady in Q1 2026 at 11,000 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #140.

Mount Lucas Management first reported a position in RFIX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q1 2025. 11 funds tracked by Wall St. Rank hold RFIX as of Q1 2026.

  • Mount Lucas Management held 11,000 shares of Simplify Bond Bull ETF worth $445K as of Q1 2026.
  • Mount Lucas Management left its Simplify Bond Bull ETF share count unchanged in Q1 2026.
  • Simplify Bond Bull ETF made up 0.16% of Mount Lucas Management's portfolio in Q1 2026, its #140 holding.
  • Mount Lucas Management first reported a position in Simplify Bond Bull ETF in Q1 2025 and has held it in 5 quarters since.
  • Mount Lucas Management's Simplify Bond Bull ETF position peaked at $1.6M in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.