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Ethos Financial Group’s Simplify Stable Income ETF BUCK Stock Holding History

Ethos Financial 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
Q4 		– Sell
-16,192
Closed -$386K – 536
2025
Q3 		$386K Sell
16,192
-7,231
-31% -$172K 0.03% 315
2025
Q2 		$554K Buy
23,423
+5,875
+33% +$139K 0.05% 248
2025
Q1 		$433K Buy
+17,548
New +$433K 0.04% 253

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

Ethos Financial Group's BUCK Position: Q4 2025 in Review

Ethos Financial Group sold out of Simplify Stable Income ETF (BUCK) in Q4 2025, closing a stake of 16,192 shares — an estimated $386K sold.

Ethos Financial Group first reported a position in BUCK in Q1 2025 and held it in 3 quarters. The position peaked at $554K in Q2 2025. 87 funds tracked by Wall St. Rank hold BUCK as of Q4 2025.

  • Ethos Financial Group reported no remaining Simplify Stable Income ETF position as of Q4 2025 after selling out during the quarter.
  • Ethos Financial Group sold 16,192 Simplify Stable Income ETF shares in Q4 2025, an estimated $386K.
  • Ethos Financial Group first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 3 quarters.
  • Ethos Financial Group's Simplify Stable Income ETF position peaked at $554K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q4 2025.

Based on Ethos Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.