PWM
RFIX

Prosperity Wealth Management’s Simplify Bond Bull ETF RFIX Stock Holding History

Prosperity Wealth 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
2025
Q4 		$1.07M Buy
29,578
+3,126
+12% +$129K 0.36% 53
2025
Q3 		$1.13M Buy
26,452
+10,256
+63% +$450K 0.38% 56
2025
Q2 		$787K Buy
16,196
+812
+5% +$40.4K 0.29% 75
2025
Q1 		$823K Buy
+15,384
New +$803K 0.39% 56

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 $420M AUM 22.7% 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 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
AWM
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

Prosperity Wealth Management's RFIX Position: Q4 2025 in Review

Prosperity Wealth Management increased its Simplify Bond Bull ETF (RFIX) stake by 12% in Q4 2025, buying an estimated $129K and bringing the position to 29,578 shares worth $1.07M. The position accounts for 0.36% of the portfolio, ranked #53.

Prosperity Wealth Management first reported a position in RFIX in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 10 funds tracked by Wall St. Rank hold RFIX as of Q4 2025.

  • Prosperity Wealth Management held 29,578 shares of Simplify Bond Bull ETF worth $1.07M as of Q4 2025.
  • Prosperity Wealth Management bought 3,126 Simplify Bond Bull ETF shares in Q4 2025, an estimated $129K.
  • Simplify Bond Bull ETF made up 0.36% of Prosperity Wealth Management's portfolio in Q4 2025, its #53 holding.
  • Prosperity Wealth Management first reported a position in Simplify Bond Bull ETF in Q1 2025 and has held it in 4 quarters since.
  • Prosperity Wealth Management's Simplify Bond Bull ETF position peaked at $1.13M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.