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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
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 $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 $169M AUM 10.14% 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 $288M AUM 29.4% 1-Year Est. Return

Caerus Investment Advisors's BUCK Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Simplify Stable Income ETF (BUCK) stake by 13% in Q1 2026, selling an estimated $176K and leaving 47,886 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #40.

Caerus Investment Advisors first reported a position in BUCK in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q2 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Caerus Investment Advisors held 47,886 shares of Simplify Stable Income ETF worth $1.13M as of Q1 2026.
  • Caerus Investment Advisors sold 7,418 Simplify Stable Income ETF shares in Q1 2026, an estimated $176K.
  • Simplify Stable Income ETF made up 0.47% of Caerus Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • Caerus Investment Advisors first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Simplify Stable Income ETF position peaked at $1.37M in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.