Purchases and Sales Made in Q4 2025 in Simplify Exchange Traded Fds S (BUCK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (BUCK) during Q4 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCHANGE TRADED FDS S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
191KNew |
N/A
|
191K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
131K+ 12.64% |
N/A
|
1.16M
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
72.1K+ 19.12% |
N/A
|
449K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
30.9K+ 118.91% |
N/A
|
56.8K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
17.7K+ 55.98% |
N/A
|
49.3K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
15.2K+ 141.17% |
N/A
|
26K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.08K+ 20.24% |
N/A
|
53.9K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.08K+ 20.24% |
N/A
|
53.9K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
8K+ 2.61% |
N/A
|
315K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.81K+ 32.24% |
N/A
|
32K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
2.98K+ 4.96% |
N/A
|
63.2K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 3.04% |
N/A
|
68K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.87K+ 5.78% |
N/A
|
34.3K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 1210.2% |
N/A
|
1.93K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.66K+ 360.74% |
N/A
|
2.12K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 0.24% |
N/A
|
49.3K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.38K- 2.74% |
N/A
|
84.6K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.15K- 4.52% |
N/A
|
66.5K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.72K- 24.79% |
N/A
|
11.3K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-12.1K- 41.51% |
N/A
|
17K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48.3K- 17.66% |
N/A
|
225K
$0
|
|