Financial Advocates Investment Management’s Simplify Stable Income ETF BUCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-20,100
Closed -$475K 155
2025
Q2
$475K Buy
+20,100
New +$475K 0.04% 371

Other funds holding BUCK

Financial Advocates Investment Management's BUCK Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Simplify Stable Income ETF (BUCK) in Q3 2025, closing a stake of 20,100 shares — an estimated $475K sold.

Financial Advocates Investment Management first reported a position in BUCK in Q2 2025 and held it in 1 quarter. The position peaked at $475K in Q2 2025. 72 funds tracked by Wall St. Rank hold BUCK as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Simplify Stable Income ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 20,100 Simplify Stable Income ETF shares in Q3 2025, an estimated $475K.
  • Financial Advocates Investment Management first reported a position in Simplify Stable Income ETF in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Simplify Stable Income ETF position peaked at $475K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.