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Caerus Investment Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

Caerus Investment Advisors’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 		$385K Sell
16,456
-31,430
-66% -$739K 0.13% 148
2026
Q1 		$1.13M Sell
47,886
-7,418
-13% -$176K 0.47% 40
2025
Q4 		$1.31M Buy
55,304
+12,781
+30% +$305K 0.42% 43
2025
Q3 		$1.01M Sell
42,523
-15,537
-27% -$369K 0.41% 38
2025
Q2 		$1.37M Buy
+58,060
New +$1.37M 1.31% 15

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

Caerus Investment Advisors's BUCK Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Simplify Stable Income ETF (BUCK) stake by 66% in Q2 2026, selling an estimated $739K and leaving 16,456 shares worth $385K. The position accounts for 0.13% of the portfolio, ranked #148.

Caerus Investment Advisors first reported a position in BUCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q2 2025. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Caerus Investment Advisors held 16,456 shares of Simplify Stable Income ETF worth $385K as of Q2 2026.
  • Caerus Investment Advisors sold 31,430 Simplify Stable Income ETF shares in Q2 2026, an estimated $739K.
  • Simplify Stable Income ETF made up 0.13% of Caerus Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • Caerus Investment Advisors first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Caerus Investment Advisors's Simplify Stable Income ETF position peaked at $1.37M in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.