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 Q2	–	Sell	-10,629	Closed	-$430K	–	1591
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 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

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 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

Principal Securities's RFIX Position: Q2 2026 in Review

Principal Securities sold out of Simplify Bond Bull ETF (RFIX) in Q2 2026, closing a stake of 10,629 shares — an estimated $430K sold.

Principal Securities first reported a position in RFIX in Q2 2025 and held it in 4 quarters. The position peaked at $430K in Q1 2026. 13 funds tracked by Wall St. Rank hold RFIX as of Q2 2026.

Principal Securities reported no remaining Simplify Bond Bull ETF position as of Q2 2026 after selling out during the quarter.
Principal Securities sold 10,629 Simplify Bond Bull ETF shares in Q2 2026, an estimated $430K.
Principal Securities first reported a position in Simplify Bond Bull ETF in Q2 2025 and held it in 4 quarters.
Principal Securities's Simplify Bond Bull ETF position peaked at $430K in Q1 2026.
13 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.