CAPTRUST Financial Advisors
BUCK icon

CAPTRUST Financial Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

CAPTRUST Financial 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 		$10.5M Buy
446,645
+306,728
+219% +$7.21M 0.02% 565
2026
Q1 		$3.29M Buy
139,917
+127,386
+1,017% +$3.02M 0.01% 959
2025
Q4 		$297K Buy
+12,531
New +$299K ﹤0.01% 2261

Other funds holding BUCK

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AE Wealth Management
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
Principal Securities
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
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

CAPTRUST Financial Advisors's BUCK Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Simplify Stable Income ETF (BUCK) stake by 219% in Q2 2026, buying an estimated $7.21M and bringing the position to 446,645 shares worth $10.5M. The position accounts for 0.02% of the portfolio, ranked #565.

CAPTRUST Financial Advisors first reported a position in BUCK in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • CAPTRUST Financial Advisors held 446,645 shares of Simplify Stable Income ETF worth $10.5M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 306,728 Simplify Stable Income ETF shares in Q2 2026, an estimated $7.21M.
  • Simplify Stable Income ETF made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #565 holding.
  • CAPTRUST Financial Advisors first reported a position in Simplify Stable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.