Beese Fulmer Investment Management’s Simplify Stable Income ETF BUCK Stock Holding History

Beese Fulmer Investment 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	$1.36M	Buy	+58,076	New	+$1.37M	0.08%	139

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

Beese Fulmer Investment Management's BUCK Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Simplify Stable Income ETF (BUCK) in Q2 2026: 58,076 shares worth $1.36M. The stake represents 0.08% of the portfolio and ranks #139 among its holdings.

102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

Beese Fulmer Investment Management held 58,076 shares of Simplify Stable Income ETF worth $1.36M as of Q2 2026.
Simplify Stable Income ETF was a new Beese Fulmer Investment Management position in Q2 2026.
Simplify Stable Income ETF made up 0.08% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #139 holding.
102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.