ORG Wealth Partners’s Simplify Stable Income ETF BUCK Stock Holding History

ORG Wealth Partners’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 Q1	–	Sell	-1,523	Closed	-$37.4K	–	768
2024 Q4	$37.4K	Hold	1,523	–	–	0.01%	268
2024 Q3	$37.4K	Buy	+1,523	New	+$37.6K	0.01%	268

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

ORG Wealth Partners's BUCK Position: Q1 2025 in Review

ORG Wealth Partners sold out of Simplify Stable Income ETF (BUCK) in Q1 2025, closing a stake of 1,523 shares — an estimated $37.4K sold.

ORG Wealth Partners first reported a position in BUCK in Q3 2024 and held it in 2 quarters. The position peaked at $37.4K in Q3 2024. 79 funds tracked by Wall St. Rank hold BUCK as of Q1 2025.

ORG Wealth Partners reported no remaining Simplify Stable Income ETF position as of Q1 2025 after selling out during the quarter.
ORG Wealth Partners sold 1,523 Simplify Stable Income ETF shares in Q1 2025, an estimated $37.4K.
ORG Wealth Partners first reported a position in Simplify Stable Income ETF in Q3 2024 and held it in 2 quarters.
ORG Wealth Partners's Simplify Stable Income ETF position peaked at $37.4K in Q3 2024.
79 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.