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

IFP 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
2023
Q1 		– Sell
-500
Closed -$13K – 3499
2022
Q4 		$13K Buy
+500
New +$12.5K ﹤0.01% 3195

Other funds holding BUCK

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's BUCK Position: Q1 2023 in Review

IFP Advisors sold out of Simplify Stable Income ETF (BUCK) in Q1 2023, closing a stake of 500 shares — an estimated $13K sold.

IFP Advisors first reported a position in BUCK in Q4 2022 and held it in 1 quarter. The position peaked at $13K in Q4 2022. 6 funds tracked by Wall St. Rank hold BUCK as of Q1 2023.

  • IFP Advisors reported no remaining Simplify Stable Income ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 500 Simplify Stable Income ETF shares in Q1 2023, an estimated $13K.
  • IFP Advisors first reported a position in Simplify Stable Income ETF in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's Simplify Stable Income ETF position peaked at $13K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.