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
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 $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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

AE Wealth Management's BUCK Position: Q1 2026 in Review

AE Wealth Management reduced its Simplify Stable Income ETF (BUCK) stake by 14% in Q1 2026, selling an estimated $3.77M and leaving 1,005,237 shares worth $23.6M. The position accounts for 0.13% of the portfolio, ranked #174.

AE Wealth Management first reported a position in BUCK in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.6M in Q4 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • AE Wealth Management held 1,005,237 shares of Simplify Stable Income ETF worth $23.6M as of Q1 2026.
  • AE Wealth Management sold 159,007 Simplify Stable Income ETF shares in Q1 2026, an estimated $3.77M.
  • Simplify Stable Income ETF made up 0.13% of AE Wealth Management's portfolio in Q1 2026, its #174 holding.
  • AE Wealth Management first reported a position in Simplify Stable Income ETF in Q1 2024 and has held it in 9 quarters since.
  • AE Wealth Management's Simplify Stable Income ETF position peaked at $27.6M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.