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Brinker Capital Investments’s Simplify Stable Income ETF BUCK Stock Holding History

Brinker Capital Investments’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 		$5.05M Buy
214,797
+17,275
+9% +$409K 0.04% 358
2025
Q4 		$4.68M Buy
197,522
+13,012
+7% +$310K 0.03% 465
2025
Q3 		$4.4M Buy
184,510
+18,296
+11% +$435K 0.03% 469
2025
Q2 		$3.93M Buy
166,214
+18,366
+12% +$434K 0.03% 479
2025
Q1 		$3.65M Buy
+147,848
New +$3.64M 0.04% 450

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

Brinker Capital Investments's BUCK Position: Q1 2026 in Review

Brinker Capital Investments increased its Simplify Stable Income ETF (BUCK) stake by 8.7% in Q1 2026, buying an estimated $409K and bringing the position to 214,797 shares worth $5.05M. The position accounts for 0.04% of the portfolio, ranked #358.

Brinker Capital Investments first reported a position in BUCK in Q1 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Brinker Capital Investments held 214,797 shares of Simplify Stable Income ETF worth $5.05M as of Q1 2026.
  • Brinker Capital Investments bought 17,275 Simplify Stable Income ETF shares in Q1 2026, an estimated $409K.
  • Simplify Stable Income ETF made up 0.04% of Brinker Capital Investments's portfolio in Q1 2026, its #358 holding.
  • Brinker Capital Investments first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.