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Brookwood Investment Group’s Simplify Stable Income ETF BUCK Stock Holding History

Brookwood Investment 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 		$1.02M Sell
43,370
-6,621
-13% -$156K 0.11% 185
2026
Q1 		$1.18M Buy
49,991
+15,525
+45% +$368K 0.15% 151
2025
Q4 		$817K Buy
34,466
+7,759
+29% +$185K 0.1% 195
2025
Q3 		$637K Sell
26,707
-9,537
-26% -$227K 0.08% 225
2025
Q2 		$857K Buy
36,244
+19,357
+115% +$458K 0.14% 154
2025
Q1 		$417K Buy
+16,887
New +$416K 0.07% 250

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

Brookwood Investment Group's BUCK Position: Q2 2026 in Review

Brookwood Investment Group reduced its Simplify Stable Income ETF (BUCK) stake by 13% in Q2 2026, selling an estimated $156K and leaving 43,370 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #185.

Brookwood Investment Group first reported a position in BUCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q1 2026. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Brookwood Investment Group held 43,370 shares of Simplify Stable Income ETF worth $1.02M as of Q2 2026.
  • Brookwood Investment Group sold 6,621 Simplify Stable Income ETF shares in Q2 2026, an estimated $156K.
  • Simplify Stable Income ETF made up 0.11% of Brookwood Investment Group's portfolio in Q2 2026, its #185 holding.
  • Brookwood Investment Group first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Simplify Stable Income ETF position peaked at $1.18M in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.