SPIA
RFIX

Steward Partners Investment Advisory’s Simplify Bond Bull ETF RFIX Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$53.1K Hold
1,312
– – ﹤0.01% 2746
2025
Q4 		$47.6K Hold
1,312
– – ﹤0.01% 2694
2025
Q3 		$56K Hold
1,312
– – ﹤0.01% 2549
2025
Q2 		$63.8K Buy
+1,312
New +$65.2K ﹤0.01% 2352

Other funds holding RFIX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's RFIX Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Simplify Bond Bull ETF (RFIX) position steady in Q1 2026 at 1,312 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Steward Partners Investment Advisory first reported a position in RFIX in Q2 2025 and has held it in 4 quarters since. The position peaked at $63.8K in Q2 2025. 11 funds tracked by Wall St. Rank hold RFIX as of Q1 2026.

  • Steward Partners Investment Advisory held 1,312 shares of Simplify Bond Bull ETF worth $53.1K as of Q1 2026.
  • Steward Partners Investment Advisory left its Simplify Bond Bull ETF share count unchanged in Q1 2026.
  • Simplify Bond Bull ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2746 holding.
  • Steward Partners Investment Advisory first reported a position in Simplify Bond Bull ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Simplify Bond Bull ETF position peaked at $63.8K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.