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

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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.

39 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.
39 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.