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Park Square Financial Group’s Simplify Stable Income ETF BUCK Stock Holding History

Park Square Financial 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
-13,107
Closed -$310K – 357
2025
Q2 		$310K Buy
13,107
+10,712
+447% +$253K 0.22% 72
2025
Q1 		$59.1K Buy
2,395
+2,198
+1,116% +$54.2K 0.05% 243
2024
Q4 		$4.83K Buy
+197
New +$4.84K ﹤0.01% 711

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POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
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PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
WS
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Park Square Financial Group's BUCK Position: Q3 2025 in Review

Park Square Financial Group sold out of Simplify Stable Income ETF (BUCK) in Q3 2025, closing a stake of 13,107 shares — an estimated $310K sold.

Park Square Financial Group first reported a position in BUCK in Q4 2024 and held it in 3 quarters. The position peaked at $310K in Q2 2025. 72 funds tracked by Wall St. Rank hold BUCK as of Q3 2025.

  • Park Square Financial Group reported no remaining Simplify Stable Income ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 13,107 Simplify Stable Income ETF shares in Q3 2025, an estimated $310K.
  • Park Square Financial Group first reported a position in Simplify Stable Income ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Simplify Stable Income ETF position peaked at $310K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.