PS
RFIX

Principal Securities’s Simplify Bond Bull ETF RFIX Stock Holding History

Principal Securities’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 		$430K Buy
10,629
+186
+2% +$7.29K 0.01% 1049
2025
Q4 		$379K Buy
10,443
+2,613
+33% +$108K 0.01% 1042
2025
Q3 		$334K Buy
7,830
+1,018
+15% +$44.7K 0.01% 1076
2025
Q2 		$331K Buy
+6,812
New +$339K 0.01% 1031

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
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

Principal Securities's RFIX Position: Q1 2026 in Review

Principal Securities increased its Simplify Bond Bull ETF (RFIX) stake by 1.8% in Q1 2026, buying an estimated $7.29K and bringing the position to 10,629 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #1049.

Principal Securities first reported a position in RFIX in Q2 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold RFIX as of Q1 2026.

  • Principal Securities held 10,629 shares of Simplify Bond Bull ETF worth $430K as of Q1 2026.
  • Principal Securities bought 186 Simplify Bond Bull ETF shares in Q1 2026, an estimated $7.29K.
  • Simplify Bond Bull ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1049 holding.
  • Principal Securities first reported a position in Simplify Bond Bull ETF in Q2 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.