NWM
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Napa Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

Napa 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
-29,842
Closed -$737K – 138
2025
Q1 		$737K Buy
+29,842
New +$736K 0.41% 61

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Napa Wealth Management's BUCK Position: Q2 2025 in Review

Napa Wealth Management sold out of Simplify Stable Income ETF (BUCK) in Q2 2025, closing a stake of 29,842 shares — an estimated $737K sold.

Napa Wealth Management first reported a position in BUCK in Q1 2025 and held it in 1 quarter. The position peaked at $737K in Q1 2025. 81 funds tracked by Wall St. Rank hold BUCK as of Q2 2025.

  • Napa Wealth Management reported no remaining Simplify Stable Income ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 29,842 Simplify Stable Income ETF shares in Q2 2025, an estimated $737K.
  • Napa Wealth Management first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's Simplify Stable Income ETF position peaked at $737K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.