BCI
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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
Q2 		$6.03M Buy
257,395
+42,598
+20% +$1M 0.05% 341
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 $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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Brinker Capital Investments's BUCK Position: Q2 2026 in Review

Brinker Capital Investments increased its Simplify Stable Income ETF (BUCK) stake by 20% in Q2 2026, buying an estimated $1M and bringing the position to 257,395 shares worth $6.03M. The position accounts for 0.05% of the portfolio, ranked #341.

Brinker Capital Investments first reported a position in BUCK in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Brinker Capital Investments held 257,395 shares of Simplify Stable Income ETF worth $6.03M as of Q2 2026.
  • Brinker Capital Investments bought 42,598 Simplify Stable Income ETF shares in Q2 2026, an estimated $1M.
  • Simplify Stable Income ETF made up 0.05% of Brinker Capital Investments's portfolio in Q2 2026, its #341 holding.
  • Brinker Capital Investments first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.