PCS
RFIX icon

Private Client Services’s Simplify Bond Bull ETF RFIX Stock Holding History

Private Client Services’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
-22,888
Closed -$978K – 214
2025
Q3 		$978K Buy
+22,888
New +$1M 0.33% 63

Other funds holding RFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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 $281M AUM 36.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Client Services's RFIX Position: Q4 2025 in Review

Private Client Services sold out of Simplify Bond Bull ETF (RFIX) in Q4 2025, closing a stake of 22,888 shares — an estimated $978K sold.

Private Client Services first reported a position in RFIX in Q3 2025 and held it in 1 quarter. The position peaked at $978K in Q3 2025. 10 funds tracked by Wall St. Rank hold RFIX as of Q4 2025.

  • Private Client Services reported no remaining Simplify Bond Bull ETF position as of Q4 2025 after selling out during the quarter.
  • Private Client Services sold 22,888 Simplify Bond Bull ETF shares in Q4 2025, an estimated $978K.
  • Private Client Services first reported a position in Simplify Bond Bull ETF in Q3 2025 and held it in 1 quarter.
  • Private Client Services's Simplify Bond Bull ETF position peaked at $978K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q4 2025.

Based on Private Client Services's 13F filing for Q4 2025, filed 7 Jan 2026.