Schulz Wealth LTD. Makes New Investment in Simplify Treasury Option Income ETF $BUCK

Schulz Wealth LTD. purchased a new position in shares of Simplify Treasury Option Income ETF (NYSEARCA:BUCK) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 35,336 shares of the company’s stock, valued at approximately $828,000. Schulz Wealth LTD. owned approximately 0.17% of Simplify Treasury Option Income ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. RFG Advisory LLC raised its stake in Simplify Treasury Option Income ETF by 4.3% during the 4th quarter. RFG Advisory LLC now owns 15,980 shares of the company’s stock worth $379,000 after buying an additional 654 shares during the period. Montgomery Financial Services LLC bought a new position in Simplify Treasury Option Income ETF during the second quarter worth about $38,000. CWM LLC grew its stake in Simplify Treasury Option Income ETF by 1,210.2% in the fourth quarter. CWM LLC now owns 1,926 shares of the company’s stock valued at $46,000 after acquiring an additional 1,779 shares during the period. Cambridge Advisors Inc. grew its stake in Simplify Treasury Option Income ETF by 3.6% in the first quarter. Cambridge Advisors Inc. now owns 51,120 shares of the company’s stock valued at $1,202,000 after acquiring an additional 1,794 shares during the period. Finally, NewEdge Advisors LLC increased its holdings in shares of Simplify Treasury Option Income ETF by 83.2% in the second quarter. NewEdge Advisors LLC now owns 4,073 shares of the company’s stock worth $96,000 after acquiring an additional 1,850 shares in the last quarter.

Simplify Treasury Option Income ETF Price Performance

NYSEARCA BUCK opened at $23.25 on Monday. Simplify Treasury Option Income ETF has a one year low of $23.20 and a one year high of $24.04. The stock’s 50-day moving average is $23.40 and its 200-day moving average is $23.50.

About Simplify Treasury Option Income ETF

The Simplify Stable Income ETF (BUCK) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund seeks to provide monthly income by holding a short-term portfolio of income-producing US Treasurys and utilizing an option spread writing strategy. BUCK was launched on Oct 27, 2022 and is managed by Simplify.