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

SFG 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
2024
Q4 		– Sell
-19,363
Closed -$476K – 102
2024
Q3 		$476K Buy
+19,363
New +$478K 0.25% 57

Other funds holding BUCK

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

SFG Wealth Management's BUCK Position: Q4 2024 in Review

SFG Wealth Management sold out of Simplify Stable Income ETF (BUCK) in Q4 2024, closing a stake of 19,363 shares — an estimated $476K sold.

SFG Wealth Management first reported a position in BUCK in Q3 2024 and held it in 1 quarter. The position peaked at $476K in Q3 2024. 50 funds tracked by Wall St. Rank hold BUCK as of Q4 2024.

  • SFG Wealth Management reported no remaining Simplify Stable Income ETF position as of Q4 2024 after selling out during the quarter.
  • SFG Wealth Management sold 19,363 Simplify Stable Income ETF shares in Q4 2024, an estimated $476K.
  • SFG Wealth Management first reported a position in Simplify Stable Income ETF in Q3 2024 and held it in 1 quarter.
  • SFG Wealth Management's Simplify Stable Income ETF position peaked at $476K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q4 2024.

Based on SFG Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.