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Csenge Advisory Group’s Simplify Stable Income ETF BUCK Stock Holding History

Csenge Advisory Group’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
-12,288
Closed -$302K – 668
2024
Q4 		$302K Buy
12,288
+343
+3% +$8.42K 0.02% 553
2024
Q3 		$293K Buy
+11,945
New +$295K 0.02% 562

Other funds holding BUCK

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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Csenge Advisory Group's BUCK Position: Q1 2025 in Review

Csenge Advisory Group sold out of Simplify Stable Income ETF (BUCK) in Q1 2025, closing a stake of 12,288 shares — an estimated $302K sold.

Csenge Advisory Group first reported a position in BUCK in Q3 2024 and held it in 2 quarters. The position peaked at $302K in Q4 2024. 79 funds tracked by Wall St. Rank hold BUCK as of Q1 2025.

  • Csenge Advisory Group reported no remaining Simplify Stable Income ETF position as of Q1 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 12,288 Simplify Stable Income ETF shares in Q1 2025, an estimated $302K.
  • Csenge Advisory Group first reported a position in Simplify Stable Income ETF in Q3 2024 and held it in 2 quarters.
  • Csenge Advisory Group's Simplify Stable Income ETF position peaked at $302K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2025.

Based on Csenge Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.