WI
RFIX

WJ Interests’s Simplify Bond Bull ETF RFIX Stock Holding History

WJ Interests’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
Q3 		– Sell
-78,538
Closed -$3.82M – 26
2025
Q2 		$3.82M Buy
78,538
+2,378
+3% +$118K 1.63% 10
2025
Q1 		$4.07M Buy
76,160
+4,895
+7% +$255K 1.89% 10
2024
Q4 		$3.77M Buy
+71,265
New +$3.94M 1.82% 9

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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WJ Interests's RFIX Position: Q3 2025 in Review

WJ Interests sold out of Simplify Bond Bull ETF (RFIX) in Q3 2025, closing a stake of 78,538 shares — an estimated $3.82M sold.

WJ Interests first reported a position in RFIX in Q4 2024 and held it in 3 quarters. The position peaked at $4.07M in Q1 2025. 18 funds tracked by Wall St. Rank hold RFIX as of Q3 2025.

  • WJ Interests reported no remaining Simplify Bond Bull ETF position as of Q3 2025 after selling out during the quarter.
  • WJ Interests sold 78,538 Simplify Bond Bull ETF shares in Q3 2025, an estimated $3.82M.
  • WJ Interests first reported a position in Simplify Bond Bull ETF in Q4 2024 and held it in 3 quarters.
  • WJ Interests's Simplify Bond Bull ETF position peaked at $4.07M in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Simplify Bond Bull ETF as of Q3 2025.

Based on WJ Interests's 13F filing for Q3 2025, filed 20 Oct 2025.