AE Wealth Management LLC Has $27.60 Million Stock Position in Simplify Treasury Option Income ETF $BUCK

AE Wealth Management LLC lifted its position in Simplify Treasury Option Income ETF (NYSEARCA:BUCK) by 12.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,164,244 shares of the company’s stock after acquiring an additional 130,601 shares during the period. AE Wealth Management LLC owned about 7.89% of Simplify Treasury Option Income ETF worth $27,598,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Alpine Bank Wealth Management grew its position in Simplify Treasury Option Income ETF by 640.2% during the 3rd quarter. Alpine Bank Wealth Management now owns 32,420 shares of the company’s stock worth $773,000 after purchasing an additional 28,040 shares in the last quarter. SteelPeak Wealth LLC lifted its holdings in shares of Simplify Treasury Option Income ETF by 118.9% in the fourth quarter. SteelPeak Wealth LLC now owns 56,800 shares of the company’s stock valued at $1,346,000 after purchasing an additional 30,853 shares in the last quarter. Independent Advisor Alliance purchased a new stake in shares of Simplify Treasury Option Income ETF in the third quarter valued at $776,000. Impact Partnership Wealth LLC boosted its position in shares of Simplify Treasury Option Income ETF by 119.2% in the third quarter. Impact Partnership Wealth LLC now owns 62,198 shares of the company’s stock worth $1,483,000 after buying an additional 33,826 shares during the period. Finally, Dynamic Advisor Solutions LLC acquired a new stake in shares of Simplify Treasury Option Income ETF in the third quarter worth $578,000.

Simplify Treasury Option Income ETF Stock Performance

Shares of BUCK stock opened at $23.59 on Friday. Simplify Treasury Option Income ETF has a 1-year low of $23.28 and a 1-year high of $24.10. The stock’s fifty day simple moving average is $23.62 and its 200-day simple moving average is $23.74.

Simplify Treasury Option Income ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Friday, February 27th. Stockholders of record on Tuesday, February 24th were given a $0.14 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 7.1%. The ex-dividend date of this dividend was Tuesday, February 24th.

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.