Park Edge Advisors
BUCK icon

Park Edge Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

Park Edge Advisors’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
2026
Q3 		$2.83M Sell
122,575
-19,831
-14% -$464K 0.6% 30
2026
Q2 		$3.34M Buy
142,406
+2,360
+2% +$55.5K 0.7% 24
2026
Q1 		$3.29M Sell
140,046
-85,358
-38% -$2.02M 0.76% 19
2025
Q4 		$5.34M Sell
225,404
-48,341
-18% -$1.15M 1.21% 11
2025
Q3 		$6.53M Sell
273,745
-86,614
-24% -$2.06M 1.51% 11
2025
Q2 		$8.52M Buy
360,359
+1,936
+0.5% +$45.8K 2.18% 6
2025
Q1 		$8.85M Sell
358,423
-82,072
-19% -$2.02M 2.46% 4
2024
Q4 		$10.8M Sell
440,495
-6,771
-2% -$166K 3.14% 2
2024
Q3 		$11M Buy
447,266
+26,037
+6% +$643K 3.14% 3
2024
Q2 		$10.4M Buy
421,229
+22,019
+6% +$544K 3.17% 4
2024
Q1 		$10M Buy
399,210
+33,884
+9% +$850K 2.79% 5
2023
Q4 		$9.12M Buy
365,326
+23,513
+7% +$589K 3.16% 4
2023
Q3 		$8.58M Buy
341,813
+26,745
+8% +$671K 3.08% 4
2023
Q2 		$7.9M Buy
315,068
+35,559
+13% +$892K 2.67% 6
2023
Q1 		$6.99M Buy
+279,509
New +$7.01M 2.68% 6

Other funds holding BUCK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Lane Brothers & Co
Lane Brothers & Co Prescott, Arizona $99.1M AUM 12.27% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Park Edge Advisors's BUCK Position: Q3 2026 in Review

Park Edge Advisors reduced its Simplify Stable Income ETF (BUCK) stake by 14% in Q3 2026, selling an estimated $464K and leaving 122,575 shares worth $2.83M. The position accounts for 0.6% of the portfolio, ranked #30.

Park Edge Advisors first reported a position in BUCK in Q1 2023 and has held it in 15 quarters since. The position peaked at $11M in Q3 2024. 64 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

  • Park Edge Advisors held 122,575 shares of Simplify Stable Income ETF worth $2.83M as of Q3 2026.
  • Park Edge Advisors sold 19,831 Simplify Stable Income ETF shares in Q3 2026, an estimated $464K.
  • Simplify Stable Income ETF made up 0.6% of Park Edge Advisors's portfolio in Q3 2026, its #30 holding.
  • Park Edge Advisors first reported a position in Simplify Stable Income ETF in Q1 2023 and has held it in 15 quarters since.
  • Park Edge Advisors's Simplify Stable Income ETF position peaked at $11M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.