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NWAM LLC’s Simplify Stable Income ETF BUCK Stock Holding History

NWAM LLC’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
Q4 		– Sell
-17,098
Closed -$410K – 625
2025
Q3 		$410K Sell
17,098
-846
-5% -$20.1K 0.02% 456
2025
Q2 		$423K Sell
17,944
-2,935
-14% -$69.4K 0.02% 431
2025
Q1 		$515K Sell
20,879
-1,144
-5% -$28.2K 0.04% 308
2024
Q4 		$540K Sell
22,023
-1,238
-5% -$30.4K 0.03% 358
2024
Q3 		$572K Sell
23,261
-222
-0.9% -$5.48K 0.03% 353
2024
Q2 		$578K Sell
23,483
-308
-1% -$7.61K 0.17% 75
2024
Q1 		$589K Buy
+23,791
New +$597K 0.05% 307

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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

NWAM LLC's BUCK Position: Q4 2025 in Review

NWAM LLC sold out of Simplify Stable Income ETF (BUCK) in Q4 2025, closing a stake of 17,098 shares — an estimated $410K sold.

NWAM LLC first reported a position in BUCK in Q1 2024 and held it in 7 quarters. The position peaked at $589K in Q1 2024. 87 funds tracked by Wall St. Rank hold BUCK as of Q4 2025.

  • NWAM LLC reported no remaining Simplify Stable Income ETF position as of Q4 2025 after selling out during the quarter.
  • NWAM LLC sold 17,098 Simplify Stable Income ETF shares in Q4 2025, an estimated $410K.
  • NWAM LLC first reported a position in Simplify Stable Income ETF in Q1 2024 and held it in 7 quarters.
  • NWAM LLC's Simplify Stable Income ETF position peaked at $589K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.