SWC
RFIX

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
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 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.