LRWM
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Lord & Richards Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

Lord & Richards Wealth Management’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 		– Sell
-37
Closed -$913 – 65
2025
Q1 		$913 Buy
+37
New +$912 ﹤0.01% 166

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Lord & Richards Wealth Management's BUCK Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Simplify Stable Income ETF (BUCK) in Q2 2025, closing a stake of 37 shares — an estimated $913 sold.

Lord & Richards Wealth Management first reported a position in BUCK in Q1 2025 and held it in 1 quarter. The position peaked at $913 in Q1 2025. 81 funds tracked by Wall St. Rank hold BUCK as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Simplify Stable Income ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 37 Simplify Stable Income ETF shares in Q2 2025, an estimated $913.
  • Lord & Richards Wealth Management first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Simplify Stable Income ETF position peaked at $913 in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.