Peak Financial Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-528,745	Closed	-$13M	–	91
2025 Q1	$13M	Buy	528,745 +4,026	+0.8%	+$99.4K	6.64%	3
2024 Q4	$12.9M	Buy	524,719 +14,656	+3%	+$360K	6.7%	2
2024 Q3	$12.5M	Buy	510,063 +259,069	+103%	+$6.37M	6.45%	2
2024 Q2	$6.18M	Buy	+250,994	New	+$6.18M	3.55%	8