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WealthTrak Capital Management’s Simplify Stable Income ETF BUCK Stock Holding History

WealthTrak Capital 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
Q2 		– Sell
-166
Closed -$4.1K – 957
2025
Q1 		$4.1K Buy
+166
New +$4.09K ﹤0.01% 264

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PEA
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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

WealthTrak Capital Management's BUCK Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Simplify Stable Income ETF (BUCK) in Q2 2025, closing a stake of 166 shares — an estimated $4.1K sold.

WealthTrak Capital Management first reported a position in BUCK in Q1 2025 and held it in 1 quarter. The position peaked at $4.1K in Q1 2025. 81 funds tracked by Wall St. Rank hold BUCK as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Simplify Stable Income ETF position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 166 Simplify Stable Income ETF shares in Q2 2025, an estimated $4.1K.
  • WealthTrak Capital Management first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's Simplify Stable Income ETF position peaked at $4.1K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.