ABWM
BUCK icon

Alpine Bank Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

Alpine Bank 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 		$1.58M Buy
67,324
+9,046
+16% +$213K 0.2% 74
2026
Q1 		$1.37M Buy
58,278
+23,984
+70% +$568K 0.2% 69
2025
Q4 		$813K Buy
34,294
+1,874
+6% +$44.7K 0.12% 89
2025
Q3 		$773K Buy
32,420
+28,040
+640% +$666K 0.11% 89
2025
Q2 		$104K Buy
+4,380
New +$104K 0.02% 187

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

Alpine Bank Wealth Management's BUCK Position: Q2 2026 in Review

Alpine Bank Wealth Management increased its Simplify Stable Income ETF (BUCK) stake by 16% in Q2 2026, buying an estimated $213K and bringing the position to 67,324 shares worth $1.58M. The position accounts for 0.2% of the portfolio, ranked #74.

Alpine Bank Wealth Management first reported a position in BUCK in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Alpine Bank Wealth Management held 67,324 shares of Simplify Stable Income ETF worth $1.58M as of Q2 2026.
  • Alpine Bank Wealth Management bought 9,046 Simplify Stable Income ETF shares in Q2 2026, an estimated $213K.
  • Simplify Stable Income ETF made up 0.2% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Alpine Bank Wealth Management first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.