AWM
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AE Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

AE Wealth Management’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 		$24M Buy
1,025,769
+20,532
+2% +$483K 0.11% 197
2026
Q1 		$23.6M Sell
1,005,237
-159,007
-14% -$3.77M 0.13% 174
2025
Q4 		$27.6M Buy
1,164,244
+130,601
+13% +$3.11M 0.16% 141
2025
Q3 		$24.7M Sell
1,033,643
-92,852
-8% -$2.21M 0.16% 146
2025
Q2 		$26.6M Buy
1,126,495
+137,423
+14% +$3.25M 0.19% 117
2025
Q1 		$24.4M Buy
989,072
+153,976
+18% +$3.8M 0.21% 114
2024
Q4 		$20.5M Buy
835,096
+563,299
+207% +$13.8M 0.17% 133
2024
Q3 		$6.68M Buy
271,797
+52,217
+24% +$1.29M 0.06% 284
2024
Q2 		$5.41M Buy
219,580
+32,199
+17% +$796K 0.05% 311
2024
Q1 		$4.7M Buy
+187,381
New +$4.7M 0.05% 310

Other funds holding BUCK

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

AE Wealth Management's BUCK Position: Q2 2026 in Review

AE Wealth Management increased its Simplify Stable Income ETF (BUCK) stake by 2% in Q2 2026, buying an estimated $483K and bringing the position to 1,025,769 shares worth $24M. The position accounts for 0.11% of the portfolio, ranked #197.

AE Wealth Management first reported a position in BUCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.6M in Q4 2025. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • AE Wealth Management held 1,025,769 shares of Simplify Stable Income ETF worth $24M as of Q2 2026.
  • AE Wealth Management bought 20,532 Simplify Stable Income ETF shares in Q2 2026, an estimated $483K.
  • Simplify Stable Income ETF made up 0.11% of AE Wealth Management's portfolio in Q2 2026, its #197 holding.
  • AE Wealth Management first reported a position in Simplify Stable Income ETF in Q1 2024 and has held it in 10 quarters since.
  • AE Wealth Management's Simplify Stable Income ETF position peaked at $27.6M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.