Superior Planning, LLC’s Simplify Stable Income ETF BUCK Stock Holding History

Superior Planning, LLC’s Portfolio BUCK Stock Details BUCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$64.8K	Buy	+2,807	New	+$65.6K	0.03%	307

Other funds holding BUCK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Superior Planning, LLC's BUCK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Simplify Stable Income ETF (BUCK) in Q3 2026: 2,807 shares worth $64.8K. The stake represents 0.03% of the portfolio and ranks #307 among its holdings.

84 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

Superior Planning, LLC held 2,807 shares of Simplify Stable Income ETF worth $64.8K as of Q3 2026.
Simplify Stable Income ETF was a new Superior Planning, LLC position in Q3 2026.
Simplify Stable Income ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #307 holding.
84 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.