BUCK β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Park Edge Advisors, LLC  Β·  12 quarters on record

AI Ownership Summary

Park Edge Advisors, LLC reported SIMPLIFY EXCHANGE TRADED FUN (BUCK) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.17% in 2024 Q2. The latest visible filing shows BUCK at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BUCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Park Edge Advisors, LLC's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BUCK was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.17% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Park Edge Advisors, LLC held BUCK β€” position size vs. price
% of Fund (quarterly)    BUCK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 225,404 -48,341 -17.7% 1.21% $5.3M 2026-02-14 (Est.) $23.39
2025 Q3 REDUCED 273,745 -86,614 -24.0% 1.51% $6.5M 2025-10-09 $22.99
2025 Q2 ADDED 360,359 +1,936 +0.5% 2.18% $8.5M 2025-07-07 $22.31
2025 Q1 REDUCED 358,423 -82,072 -18.6% 2.46% $8.8M 2025-04-10 $21.83
2024 Q4 REDUCED 440,495 -6,771 -1.5% 3.14% $10.8M 2025-01-21 $22.48
2024 Q3 ADDED 447,266 +26,037 +6.2% 3.14% $11.0M 2024-10-24 $22.06
2024 Q2 ADDED 421,229 +22,019 +5.5% 3.17% $10.4M 2024-07-26 $21.65
2024 Q1 ADDED 399,210 +33,884 +9.3% 2.79% $10.0M 2024-04-19 $21.16
2023 Q4 ADDED 365,326 +23,513 +6.9% 3.16% $9.1M 2024-01-12 $20.88
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BUCK

As of 2026 Q1 β€” sorted by position size

Sage Capital Advisors,llc 3Y 7Y 0.07% Dynamic Advisor Solutions LLC 3Y 7Y 0.03% Farther Finance Advisors, LLC 0.0%

FAQ About Park Edge Advisors, LLC and BUCK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Park Edge Advisors, LLC reported owning BUCK?

Park Edge Advisors, LLC reported BUCK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BUCK position in Park Edge Advisors, LLC's portfolio?

The largest reported portfolio weight for BUCK was 3.17% in 2024 Q2.

What is the latest reported BUCK position on this page?

The most recent filing on this page is 2025 Q4, when Park Edge Advisors, LLC reported 225,404 shares, equal to 1.21% of portfolio, with an estimated market value of $5.3M.

What does the chart on this BUCK ownership page compare?

The chart compares Park Edge Advisors, LLC's quarterly BUCK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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