CAWM
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Capital A Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

Capital A Wealth Management’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
Q1 		– Sell
-651
Closed -$16K – 736
2024
Q4 		$16K Buy
+651
New +$16K 0.03% 263

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Capital A Wealth Management's BUCK Position: Q1 2025 in Review

Capital A Wealth Management sold out of Simplify Stable Income ETF (BUCK) in Q1 2025, closing a stake of 651 shares — an estimated $16K sold.

Capital A Wealth Management first reported a position in BUCK in Q4 2024 and held it in 1 quarter. The position peaked at $16K in Q4 2024. 79 funds tracked by Wall St. Rank hold BUCK as of Q1 2025.

  • Capital A Wealth Management reported no remaining Simplify Stable Income ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 651 Simplify Stable Income ETF shares in Q1 2025, an estimated $16K.
  • Capital A Wealth Management first reported a position in Simplify Stable Income ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Simplify Stable Income ETF position peaked at $16K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.