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Stratos Wealth Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

Stratos Wealth Advisors’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
-29,798
Closed -$735K – 676
2025
Q1 		$735K Buy
+29,798
New +$735K 0.04% 361

Other funds holding BUCK

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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
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

Stratos Wealth Advisors's BUCK Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of Simplify Stable Income ETF (BUCK) in Q2 2025, closing a stake of 29,798 shares — an estimated $735K sold.

Stratos Wealth Advisors first reported a position in BUCK in Q1 2025 and held it in 1 quarter. The position peaked at $735K in Q1 2025. 81 funds tracked by Wall St. Rank hold BUCK as of Q2 2025.

  • Stratos Wealth Advisors reported no remaining Simplify Stable Income ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 29,798 Simplify Stable Income ETF shares in Q2 2025, an estimated $735K.
  • Stratos Wealth Advisors first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 1 quarter.
  • Stratos Wealth Advisors's Simplify Stable Income ETF position peaked at $735K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.