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Great Lakes Retirement’s Simplify Stable Income ETF BUCK Stock Holding History

Great Lakes Retirement’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
-12,664
Closed -$311K – 206
2024
Q4 		$311K Sell
12,664
-266
-2% -$6.53K 0.04% 193
2024
Q3 		$318K Sell
12,930
-228
-2% -$5.63K 0.04% 191
2024
Q2 		$324K Buy
+13,158
New +$325K 0.04% 187

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

Great Lakes Retirement's BUCK Position: Q1 2025 in Review

Great Lakes Retirement sold out of Simplify Stable Income ETF (BUCK) in Q1 2025, closing a stake of 12,664 shares — an estimated $311K sold.

Great Lakes Retirement first reported a position in BUCK in Q2 2024 and held it in 3 quarters. The position peaked at $324K in Q2 2024. 79 funds tracked by Wall St. Rank hold BUCK as of Q1 2025.

  • Great Lakes Retirement reported no remaining Simplify Stable Income ETF position as of Q1 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 12,664 Simplify Stable Income ETF shares in Q1 2025, an estimated $311K.
  • Great Lakes Retirement first reported a position in Simplify Stable Income ETF in Q2 2024 and held it in 3 quarters.
  • Great Lakes Retirement's Simplify Stable Income ETF position peaked at $324K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2025.

Based on Great Lakes Retirement's 13F filing for Q1 2025, filed 17 Apr 2025.