B.O.S.S. Retirement Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

B.O.S.S. Retirement Advisors’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	$3.41M	Buy	145,512 +10,180	+8%	+$239K	0.92%	21
2026 Q1	$3.18M	Buy	135,332 +10,124	+8%	+$240K	0.97%	24
2025 Q4	$2.97M	Buy	125,208 +72,799	+139%	+$1.73M	0.93%	28
2025 Q3	$1.25M	Buy	52,409 +10,306	+24%	+$245K	0.3%	67
2025 Q2	$995K	Buy	42,103 +21,960	+109%	+$519K	0.25%	78
2025 Q1	$497K	Sell	20,143 -28,806	-59%	-$710K	0.14%	101
2024 Q4	$1.2M	Buy	+48,949	New	+$1.2M	0.34%	66

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors's BUCK Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Simplify Stable Income ETF (BUCK) stake by 7.5% in Q2 2026, buying an estimated $239K and bringing the position to 145,512 shares worth $3.41M. The position accounts for 0.92% of the portfolio, ranked #21.

B.O.S.S. Retirement Advisors first reported a position in BUCK in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

B.O.S.S. Retirement Advisors held 145,512 shares of Simplify Stable Income ETF worth $3.41M as of Q2 2026.
B.O.S.S. Retirement Advisors bought 10,180 Simplify Stable Income ETF shares in Q2 2026, an estimated $239K.
Simplify Stable Income ETF made up 0.92% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #21 holding.
B.O.S.S. Retirement Advisors first reported a position in Simplify Stable Income ETF in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.