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Blackston Financial Advisory Group’s Simplify Stable Income ETF BUCK Stock Holding History

Blackston Financial Advisory Group’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 		$1.72M Buy
73,343
+4,851
+7% +$114K 0.97% 16
2026
Q1 		$1.61M Buy
68,492
+9,987
+17% +$237K 1.01% 18
2025
Q4 		$1.39M Buy
58,505
+18,842
+48% +$449K 0.84% 19
2025
Q3 		$946K Buy
39,663
+11,831
+43% +$281K 0.56% 23
2025
Q2 		$658K Buy
+27,832
New +$658K 0.41% 39

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

Blackston Financial Advisory Group's BUCK Position: Q2 2026 in Review

Blackston Financial Advisory Group increased its Simplify Stable Income ETF (BUCK) stake by 7.1% in Q2 2026, buying an estimated $114K and bringing the position to 73,343 shares worth $1.72M. The position accounts for 0.97% of the portfolio, ranked #16.

Blackston Financial Advisory Group 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.

  • Blackston Financial Advisory Group held 73,343 shares of Simplify Stable Income ETF worth $1.72M as of Q2 2026.
  • Blackston Financial Advisory Group bought 4,851 Simplify Stable Income ETF shares in Q2 2026, an estimated $114K.
  • Simplify Stable Income ETF made up 0.97% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Blackston Financial Advisory Group 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 Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.