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Mid-American Wealth Advisory Group’s Simplify Stable Income ETF BUCK Stock Holding History

Mid-American Wealth Advisory Group’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 		– Sell
-402
Closed -$9.5K – 82
2025
Q2 		$9.5K Buy
+402
New +$9.5K ﹤0.01% 178
2025
Q1 		– Sell
-39,284
Closed -$964K – 49
2024
Q4 		$964K Buy
39,284
+14,445
+58% +$355K 0.57% 27
2024
Q3 		$611K Buy
24,839
+9,830
+65% +$243K 0.38% 28
2024
Q2 		$370K Buy
+15,009
New +$371K 0.24% 36

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 $567M AUM 16.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $80.5M AUM 16.64% 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 $3.43B AUM 24.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mid-American Wealth Advisory Group's BUCK Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Simplify Stable Income ETF (BUCK) in Q3 2025, closing a stake of 402 shares — an estimated $9.5K sold.

Mid-American Wealth Advisory Group first reported a position in BUCK in Q2 2024 and held it in 4 quarters. The position peaked at $964K in Q4 2024. 72 funds tracked by Wall St. Rank hold BUCK as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Simplify Stable Income ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 402 Simplify Stable Income ETF shares in Q3 2025, an estimated $9.5K.
  • Mid-American Wealth Advisory Group first reported a position in Simplify Stable Income ETF in Q2 2024 and held it in 4 quarters.
  • Mid-American Wealth Advisory Group's Simplify Stable Income ETF position peaked at $964K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.