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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
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 $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

Blackston Financial Advisory Group's BUCK Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its Simplify Stable Income ETF (BUCK) stake by 17% in Q1 2026, buying an estimated $237K and bringing the position to 68,492 shares worth $1.61M. The position accounts for 1.01% of the portfolio, ranked #18.

Blackston Financial Advisory Group first reported a position in BUCK in Q2 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Blackston Financial Advisory Group held 68,492 shares of Simplify Stable Income ETF worth $1.61M as of Q1 2026.
  • Blackston Financial Advisory Group bought 9,987 Simplify Stable Income ETF shares in Q1 2026, an estimated $237K.
  • Simplify Stable Income ETF made up 1.01% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #18 holding.
  • Blackston Financial Advisory Group first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.