UBS Group
RFIX

UBS Group’s Simplify Bond Bull ETF RFIX Stock Holding History

UBS Group’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 		$81 Sell
2
-219
-99% -$8.58K ﹤0.01% 10147
2025
Q4 		$8.02K Buy
+221
New +$9.1K ﹤0.01% 8404
2025
Q3 		– Sell
-1,787
Closed -$86.9K – 11235
2025
Q2 		$86.9K Sell
1,787
-2,598
-59% -$129K ﹤0.01% 7350
2025
Q1 		$235K Buy
+4,385
New +$229K ﹤0.01% 6434

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group's RFIX Position: Q1 2026 in Review

UBS Group reduced its Simplify Bond Bull ETF (RFIX) stake by 99% in Q1 2026, selling an estimated $8.58K and leaving 2 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #10147.

UBS Group first reported a position in RFIX in Q1 2025 and has held it in 4 quarters since. The position peaked at $235K in Q1 2025. 11 funds tracked by Wall St. Rank hold RFIX as of Q1 2026.

  • UBS Group held 2 shares of Simplify Bond Bull ETF worth $81 as of Q1 2026.
  • UBS Group sold 219 Simplify Bond Bull ETF shares in Q1 2026, an estimated $8.58K.
  • Simplify Bond Bull ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10147 holding.
  • UBS Group first reported a position in Simplify Bond Bull ETF in Q1 2025 and has held it in 4 quarters since.
  • UBS Group's Simplify Bond Bull ETF position peaked at $235K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.