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Advisor OS’s Simplify Stable Income ETF BUCK Stock Holding History

Advisor OS’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
Q1 		$283K Buy
12,057
+3,068
+34% +$72.7K 0.02% 441
2025
Q4 		$213K Buy
+8,989
New +$214K 0.02% 459

Other funds holding BUCK

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

Advisor OS's BUCK Position: Q1 2026 in Review

Advisor OS increased its Simplify Stable Income ETF (BUCK) stake by 34% in Q1 2026, buying an estimated $72.7K and bringing the position to 12,057 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #441.

Advisor OS first reported a position in BUCK in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Advisor OS held 12,057 shares of Simplify Stable Income ETF worth $283K as of Q1 2026.
  • Advisor OS bought 3,068 Simplify Stable Income ETF shares in Q1 2026, an estimated $72.7K.
  • Simplify Stable Income ETF made up 0.02% of Advisor OS's portfolio in Q1 2026, its #441 holding.
  • Advisor OS first reported a position in Simplify Stable Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.