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Spinnaker Investment Group’s Simplify Stable Income ETF BUCK Stock Holding History

Spinnaker Investment Group’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
-40,014
Closed -$988K – 101
2025
Q1 		$988K Buy
+40,014
New +$986K 0.22% 38

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PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Spinnaker Investment Group's BUCK Position: Q2 2025 in Review

Spinnaker Investment Group sold out of Simplify Stable Income ETF (BUCK) in Q2 2025, closing a stake of 40,014 shares — an estimated $988K sold.

Spinnaker Investment Group first reported a position in BUCK in Q1 2025 and held it in 1 quarter. The position peaked at $988K in Q1 2025. 81 funds tracked by Wall St. Rank hold BUCK as of Q2 2025.

  • Spinnaker Investment Group reported no remaining Simplify Stable Income ETF position as of Q2 2025 after selling out during the quarter.
  • Spinnaker Investment Group sold 40,014 Simplify Stable Income ETF shares in Q2 2025, an estimated $988K.
  • Spinnaker Investment Group first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 1 quarter.
  • Spinnaker Investment Group's Simplify Stable Income ETF position peaked at $988K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2025.

Based on Spinnaker Investment Group's 13F filing for Q2 2025, filed 16 Jul 2025.