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Atria Wealth Solutions’s Simplify Stable Income ETF BUCK Stock Holding History

Atria Wealth Solutions’s Portfolio BUCK Stock Details BUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,234
Closed -$401K – 1512
2025
Q1 		$401K Buy
16,234
+754
+5% +$18.6K ﹤0.01% 1310
2024
Q4 		$380K Sell
15,480
-4,597
-23% -$113K ﹤0.01% 1412
2024
Q3 		$496K Buy
+20,077
New +$495K 0.01% 1254

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Atria Wealth Solutions's BUCK Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Simplify Stable Income ETF (BUCK) in Q2 2025, closing a stake of 16,234 shares — an estimated $401K sold.

Atria Wealth Solutions first reported a position in BUCK in Q3 2024 and held it in 3 quarters. The position peaked at $496K in Q3 2024. 81 funds tracked by Wall St. Rank hold BUCK as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Simplify Stable Income ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,234 Simplify Stable Income ETF shares in Q2 2025, an estimated $401K.
  • Atria Wealth Solutions first reported a position in Simplify Stable Income ETF in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's Simplify Stable Income ETF position peaked at $496K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.