WAOI
BUCK icon

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

Wealth Advisors of Iowa’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
-77,656
Closed -$1.84M – 84
2025
Q2 		$1.84M Buy
77,656
+41,482
+115% +$980K 0.69% 23
2025
Q1 		$893K Buy
+36,174
New +$892K 0.38% 34

Other funds holding BUCK

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $169M AUM 10.14% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wealth Advisors of Iowa's BUCK Position: Q3 2025 in Review

Wealth Advisors of Iowa sold out of Simplify Stable Income ETF (BUCK) in Q3 2025, closing a stake of 77,656 shares — an estimated $1.84M sold.

Wealth Advisors of Iowa first reported a position in BUCK in Q1 2025 and held it in 2 quarters. The position peaked at $1.84M in Q2 2025. 72 funds tracked by Wall St. Rank hold BUCK as of Q3 2025.

  • Wealth Advisors of Iowa reported no remaining Simplify Stable Income ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 77,656 Simplify Stable Income ETF shares in Q3 2025, an estimated $1.84M.
  • Wealth Advisors of Iowa first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 2 quarters.
  • Wealth Advisors of Iowa's Simplify Stable Income ETF position peaked at $1.84M in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2025.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2025, filed 14 Nov 2025.