PWM
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Prosperity Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

Prosperity Wealth Management’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
Q4 		$564K Sell
23,807
-4,104
-15% -$97.8K 0.19% 111
2025
Q3 		$666K Buy
27,911
+9,640
+53% +$229K 0.23% 102
2025
Q2 		$432K Buy
+18,271
New +$432K 0.16% 140

Other funds holding BUCK

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

Prosperity Wealth Management's BUCK Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Simplify Stable Income ETF (BUCK) stake by 15% in Q4 2025, selling an estimated $97.8K and leaving 23,807 shares worth $564K. The position accounts for 0.19% of the portfolio, ranked #111.

Prosperity Wealth Management first reported a position in BUCK in Q2 2025 and has held it in 3 quarters since. The position peaked at $666K in Q3 2025. 87 funds tracked by Wall St. Rank hold BUCK as of Q4 2025.

  • Prosperity Wealth Management held 23,807 shares of Simplify Stable Income ETF worth $564K as of Q4 2025.
  • Prosperity Wealth Management sold 4,104 Simplify Stable Income ETF shares in Q4 2025, an estimated $97.8K.
  • Simplify Stable Income ETF made up 0.19% of Prosperity Wealth Management's portfolio in Q4 2025, its #111 holding.
  • Prosperity Wealth Management first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Prosperity Wealth Management's Simplify Stable Income ETF position peaked at $666K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.