· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $23.35Day +0.04%1Y +5.4%Off 52W high −3.1%Vol (1Y) 2.7%
Daily closing price, split-adjusted to the current basis; 3y shown of 935 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.4d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BUCK is not in the screener universe.
| YTD+1.9% |
| 1Y+5.4% |
| 3Y+15.8% |
| Since incept. (ann.)+4.9% |
Total return through 2026-07-29 · series begins 2022-10-28. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)2.7% |
| Ann. volatility (3Y)3.8% |
| Sharpe (1Y)2.15 |
| Sharpe (3Y)1.30 |
| Max drawdown (1Y)−0.8% |
| Max drawdown (3Y)−5.4% |
| Beta (3Y vs SPY)0.06 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Simplify Asset Management Inc. | 1.7M | $40M | — | new |
| AE Wealth Management LLC | 1.0M | $24M | — | −13.7% |
| LPL Financial LLC | 825,521 | $19M | — | +26.4% |
| ENVESTNET ASSET MANAGEMENT INC | 574,740 | $14M | — | +203.7% |
| Elevated Capital Advisors, LLC | 441,417 | $10M | — | −1.7% |
| PRINCIPAL SECURITIES, INC. | 411,536 | $10M | — | +101.5% |
| RiverTree Advisors, LLC | 311,262 | $7M | — | −1.2% |
| VanWeelden Wealth Management, LLC | 304,046 | $7M | — | new |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for BUCK.
