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Richard W. Paul & Associates’s Simplify Stable Income ETF BUCK Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-31
Closed -$770 – 360
2024
Q4 		$770 Hold
31
– – ﹤0.01% 481
2024
Q3 		$760 Buy
31
+1
+3% +$25 ﹤0.01% 474
2024
Q2 		$743 Hold
30
– – ﹤0.01% 464
2024
Q1 		$742 Buy
+30
New +$752 ﹤0.01% 472

Other funds holding BUCK

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Richard W. Paul & Associates's BUCK Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Simplify Stable Income ETF (BUCK) in Q1 2025, closing a stake of 31 shares — an estimated $770 sold.

Richard W. Paul & Associates first reported a position in BUCK in Q1 2024 and held it in 4 quarters. The position peaked at $770 in Q4 2024. 79 funds tracked by Wall St. Rank hold BUCK as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Simplify Stable Income ETF position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 31 Simplify Stable Income ETF shares in Q1 2025, an estimated $770.
  • Richard W. Paul & Associates first reported a position in Simplify Stable Income ETF in Q1 2024 and held it in 4 quarters.
  • Richard W. Paul & Associates's Simplify Stable Income ETF position peaked at $770 in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.