Spectrum Wealth Counsel
RFIX icon

Spectrum Wealth Counsel’s Simplify Bond Bull ETF RFIX Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$49.8K Hold
930
– – 0.01% 174
2024
Q4 		$49.2K Buy
+930
New +$51.5K 0.01% 165

Other funds holding RFIX

FF
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Trek Financial
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AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Spectrum Wealth Counsel's RFIX Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Simplify Bond Bull ETF (RFIX) position steady in Q1 2025 at 930 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #174.

Spectrum Wealth Counsel first reported a position in RFIX in Q4 2024 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold RFIX as of Q1 2025.

  • Spectrum Wealth Counsel held 930 shares of Simplify Bond Bull ETF worth $49.8K as of Q1 2025.
  • Spectrum Wealth Counsel left its Simplify Bond Bull ETF share count unchanged in Q1 2025.
  • Simplify Bond Bull ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #174 holding.
  • Spectrum Wealth Counsel first reported a position in Simplify Bond Bull ETF in Q4 2024 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.