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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
Q2 		$291K Buy
12,414
+357
+3% +$8.4K 0.02% 457
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 $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Advisor OS's BUCK Position: Q2 2026 in Review

Advisor OS increased its Simplify Stable Income ETF (BUCK) stake by 3% in Q2 2026, buying an estimated $8.4K and bringing the position to 12,414 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #457.

Advisor OS first reported a position in BUCK in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Advisor OS held 12,414 shares of Simplify Stable Income ETF worth $291K as of Q2 2026.
  • Advisor OS bought 357 Simplify Stable Income ETF shares in Q2 2026, an estimated $8.4K.
  • Simplify Stable Income ETF made up 0.02% of Advisor OS's portfolio in Q2 2026, its #457 holding.
  • Advisor OS first reported a position in Simplify Stable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.