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Stratos Investment Management’s Simplify Stable Income ETF BUCK Stock Holding History

Stratos Investment 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
Q3 		– Sell
-86,214
Closed -$2.04M – 361
2025
Q2 		$2.04M Buy
86,214
+22,804
+36% +$539K 0.09% 139
2025
Q1 		$1.56M Buy
+63,410
New +$1.56M 0.08% 131

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Stratos Investment Management's BUCK Position: Q3 2025 in Review

Stratos Investment Management sold out of Simplify Stable Income ETF (BUCK) in Q3 2025, closing a stake of 86,214 shares — an estimated $2.04M sold.

Stratos Investment Management first reported a position in BUCK in Q1 2025 and held it in 2 quarters. The position peaked at $2.04M in Q2 2025. 72 funds tracked by Wall St. Rank hold BUCK as of Q3 2025.

  • Stratos Investment Management reported no remaining Simplify Stable Income ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Investment Management sold 86,214 Simplify Stable Income ETF shares in Q3 2025, an estimated $2.04M.
  • Stratos Investment Management first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 2 quarters.
  • Stratos Investment Management's Simplify Stable Income ETF position peaked at $2.04M in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2025.

Based on Stratos Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.