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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

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

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

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

RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return

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

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

Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return

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