TME FINANCIAL, INC. BUCK — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in TME FINANCIAL, INC.  ·  5 quarters on record

AI Ownership Summary

TME FINANCIAL, INC. reported SIMPLIFY EXCHANGE TRADED FUN (BUCK) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.12% in 2025 Q2. The latest visible filing shows BUCK at 0.62% 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.

What this BUCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TME FINANCIAL, INC.'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
2026 Q1

BUCK was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

BUCK stock page TME FINANCIAL, INC. fund profile TME FINANCIAL, INC. full holdings
How TME FINANCIAL, INC. held BUCK — position size vs. price
% of Fund (quarterly)    BUCK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 38,311 -24,872 -39.4% 0.62% $900K 2026-05-12 $23.51
2025 Q4 ADDED — — — 63,183 +2,983 +5.0% 1.05% $1.5M 2026-01-27 $23.27
2025 Q3 ADDED — — — 60,200 +1,827 +3.1% 1.08% $1.4M 2025-11-14 $22.94
2025 Q2 ADDED — — — 58,373 +18,293 +45.6% 1.12% $1.4M 2025-08-05 $22.53
2025 Q1 INITIATED — — — 40,080 — — 0.86% $989K 2025-05-14 $21.73

🏢 Other funds also holding BUCK

As of 2026 Q1 — sorted by position size

VanWeelden Wealth Management, LLC 5.7% RiverTree Advisors, LLC 3Y 4.63% Key Capital Management, INC 3.52% Elevated Capital Advisors, LLC 3Y 2.61% Owen LaRue, LLC 3Y 2.31% FSA Advisors, Inc. 1.86% Reyes Financial Architecture, Inc. 1.69% HOWARD BAILEY SECURITIES, LLC 1.67% Authentikos Wealth Advisory, LLC 3Y 1.41% LANE BROTHERS & CO INC 1.15%

FAQ About TME FINANCIAL, INC. and BUCK

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

How long has TME FINANCIAL, INC. reported owning BUCK?

TME FINANCIAL, INC. reported BUCK across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BUCK position in TME FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for BUCK was 1.12% in 2025 Q2.

What is the latest reported BUCK position on this page?

The most recent filing on this page is 2026 Q1, when TME FINANCIAL, INC. reported 38,311 shares, equal to 0.62% of portfolio, with an estimated market value of $900K.

What does the chart on this BUCK ownership page compare?

The chart compares TME FINANCIAL, INC.'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.

How well did TME FINANCIAL, INC. time their BUCK position?

Based on 13F filing dates vs. subsequent BUCK price moves, TME FINANCIAL, INC. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on BUCK relative to SPY over the holding period was -14.9%.

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