RFIX — SIMPLIFY BOND BULL ETF

Ownership history in Mount Lucas Management LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Mount Lucas Management LP reported a position in SIMPLIFY BOND BULL ETF (RFIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.62% (2025 Q2)
Avg. % of fund
0.38%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,000 -650 -5.6% 0.16% $399K $36.10
2025 Q3 REDUCED 11,650 -18,350 -61.2% 0.20% $498K $41.81
2025 Q2 UNCHANGED 30,000 — 0% 0.62% $1.5M $47.05
2025 Q1 INITIATED 30,000 — — 0.52% $1.6M $51.29
% of Fund (quarterly)    RFIX price (monthly, adj. close)

Other funds also holding RFIX

As of 2025 Q4 — sorted by position size

True Wealth Design, LLC 3Y 1.77% PRINCIPAL SECURITIES, INC. 0.01% JANE STREET GROUP, LLC 3Y 7Y 0.0% Ancora Advisors LLC 3Y 7Y 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% AE Wealth Management LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%
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