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Legacy Investment Solutions’s Simplify Stable Income ETF BUCK Stock Holding History

Legacy Investment Solutions’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
Q2 		$525K Buy
+22,217
New +$525K 0.27% 48
2024
Q4 		$716K Sell
28,904
-3,149
-10% -$77.3K 0.46% 39
2024
Q3 		$789K Buy
+32,053
New +$791K 0.46% 33

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PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Legacy Investment Solutions's BUCK Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Simplify Stable Income ETF (BUCK) in Q2 2025: 22,217 shares worth $525K. The stake represents 0.27% of the portfolio and ranks #48 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BUCK as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BUCK in Q3 2024 and has held it in 3 quarters since. The position peaked at $789K in Q3 2024. 81 funds tracked by Wall St. Rank hold BUCK as of Q2 2025.

  • Legacy Investment Solutions held 22,217 shares of Simplify Stable Income ETF worth $525K as of Q2 2025.
  • Simplify Stable Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Simplify Stable Income ETF made up 0.27% of Legacy Investment Solutions's portfolio in Q2 2025, its #48 holding.
  • Legacy Investment Solutions first reported a position in Simplify Stable Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Simplify Stable Income ETF position peaked at $789K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.