Kestra Private Wealth Services
BUCK icon

Kestra Private Wealth Services’s Simplify Stable Income ETF BUCK Stock Holding History

Kestra Private Wealth Services’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
2024
Q3 		– Sell
-14,535
Closed -$358K – 1381
2024
Q2 		$358K Sell
14,535
-18,657
-56% -$461K 0.01% 977
2024
Q1 		$832K Buy
33,192
+3,554
+12% +$89.1K 0.02% 611
2023
Q4 		$740K Buy
+29,638
New +$743K 0.02% 606

Other funds holding BUCK

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Peak Financial Advisors
Peak Financial Advisors Denver, Colorado $232M AUM 12.16% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Legacy Investment Solutions
Legacy Investment Solutions Meridian, Idaho $192M AUM

Kestra Private Wealth Services's BUCK Position: Q3 2024 in Review

Kestra Private Wealth Services sold out of Simplify Stable Income ETF (BUCK) in Q3 2024, closing a stake of 14,535 shares — an estimated $358K sold.

Kestra Private Wealth Services first reported a position in BUCK in Q4 2023 and held it in 3 quarters. The position peaked at $832K in Q1 2024. 33 funds tracked by Wall St. Rank hold BUCK as of Q3 2024.

  • Kestra Private Wealth Services reported no remaining Simplify Stable Income ETF position as of Q3 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 14,535 Simplify Stable Income ETF shares in Q3 2024, an estimated $358K.
  • Kestra Private Wealth Services first reported a position in Simplify Stable Income ETF in Q4 2023 and held it in 3 quarters.
  • Kestra Private Wealth Services's Simplify Stable Income ETF position peaked at $832K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2024.

Based on Kestra Private Wealth Services's 13F filing for Q3 2024, filed 13 Nov 2024.