GA
BUCK icon

Guerra Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

Guerra Advisors’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
Q3 		$336K Sell
14,091
-1,072
-7% -$25.5K 0.12% 75
2025
Q2 		$358K Buy
+15,163
New +$358K 0.17% 66

Other funds holding BUCK

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Guerra Advisors's BUCK Position: Q3 2025 in Review

Guerra Advisors reduced its Simplify Stable Income ETF (BUCK) stake by 7.1% in Q3 2025, selling an estimated $25.5K and leaving 14,091 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #75.

Guerra Advisors first reported a position in BUCK in Q2 2025 and has held it in 2 quarters since. The position peaked at $358K in Q2 2025. 72 funds tracked by Wall St. Rank hold BUCK as of Q3 2025.

  • Guerra Advisors held 14,091 shares of Simplify Stable Income ETF worth $336K as of Q3 2025.
  • Guerra Advisors sold 1,072 Simplify Stable Income ETF shares in Q3 2025, an estimated $25.5K.
  • Simplify Stable Income ETF made up 0.12% of Guerra Advisors's portfolio in Q3 2025, its #75 holding.
  • Guerra Advisors first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 2 quarters since.
  • Guerra Advisors's Simplify Stable Income ETF position peaked at $358K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.