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B. Riley Wealth Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-8,163
Closed -$201K – 1283
2024
Q2 		$201K Sell
8,163
-10,481
-56% -$259K 0.01% 1240
2024
Q1 		$468K Buy
18,644
+5,230
+39% +$131K 0.01% 824
2023
Q4 		$335K Sell
13,414
-5,230
-28% -$131K 0.01% 1002
2023
Q3 		$468K Sell
18,644
-4,821
-21% -$121K 0.01% 824
2023
Q2 		$590K Hold
23,465
– – 0.01% 780
2023
Q1 		$587K Buy
+23,465
New +$588K 0.02% 738

Other funds holding BUCK

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM

B. Riley Wealth Advisors's BUCK Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Simplify Stable Income ETF (BUCK) in Q3 2024, closing a stake of 8,163 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in BUCK in Q1 2023 and held it in 6 quarters. The position peaked at $590K in Q2 2023. 33 funds tracked by Wall St. Rank hold BUCK as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Simplify Stable Income ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,163 Simplify Stable Income ETF shares in Q3 2024, an estimated $201K.
  • B. Riley Wealth Advisors first reported a position in Simplify Stable Income ETF in Q1 2023 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Simplify Stable Income ETF position peaked at $590K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.