Asset Planning Inc
BUCK icon

Asset Planning Inc’s Simplify Stable Income ETF BUCK Stock Holding History

Asset Planning Inc’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
Q3 		$14.3K Buy
618
+10
+2% +$234 0.01% 231
2026
Q2 		$14.2K Buy
+608
New +$14.3K 0.01% 237

Other funds holding BUCK

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Asset Planning Inc's BUCK Position: Q3 2026 in Review

Asset Planning Inc increased its Simplify Stable Income ETF (BUCK) stake by 1.6% in Q3 2026, buying an estimated $234 and bringing the position to 618 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #231.

Asset Planning Inc first reported a position in BUCK in Q2 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

  • Asset Planning Inc held 618 shares of Simplify Stable Income ETF worth $14.3K as of Q3 2026.
  • Asset Planning Inc bought 10 Simplify Stable Income ETF shares in Q3 2026, an estimated $234.
  • Simplify Stable Income ETF made up 0.01% of Asset Planning Inc's portfolio in Q3 2026, its #231 holding.
  • Asset Planning Inc first reported a position in Simplify Stable Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.