PFA
BUCK icon

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

Peak Financial 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
2025
Q2 		– Sell
-528,745
Closed -$13M – 91
2025
Q1 		$13M Buy
528,745
+4,026
+0.8% +$99.2K 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% +$6.39M 6.45% 2
2024
Q2 		$6.18M Buy
+250,994
New +$6.2M 3.55% 8

Other funds holding BUCK

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Peak Financial Advisors's BUCK Position: Q2 2025 in Review

Peak Financial Advisors sold out of Simplify Stable Income ETF (BUCK) in Q2 2025, closing a stake of 528,745 shares — an estimated $13M sold.

Peak Financial Advisors first reported a position in BUCK in Q2 2024 and held it in 4 quarters. The position peaked at $13M in Q1 2025. 81 funds tracked by Wall St. Rank hold BUCK as of Q2 2025.

  • Peak Financial Advisors reported no remaining Simplify Stable Income ETF position as of Q2 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 528,745 Simplify Stable Income ETF shares in Q2 2025, an estimated $13M.
  • Peak Financial Advisors first reported a position in Simplify Stable Income ETF in Q2 2024 and held it in 4 quarters.
  • Peak Financial Advisors's Simplify Stable Income ETF position peaked at $13M in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.