CAPTRUST Financial Advisors
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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
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

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 $158M AUM 5.18% 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 $261M AUM 32.4% 1-Year Est. Return

CAPTRUST Financial Advisors's BUCK Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Simplify Stable Income ETF (BUCK) stake by 1,017% in Q1 2026, buying an estimated $3.02M and bringing the position to 139,917 shares worth $3.29M. The position accounts for 0.01% of the portfolio, ranked #959.

CAPTRUST Financial Advisors first reported a position in BUCK in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • CAPTRUST Financial Advisors held 139,917 shares of Simplify Stable Income ETF worth $3.29M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 127,386 Simplify Stable Income ETF shares in Q1 2026, an estimated $3.02M.
  • Simplify Stable Income ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #959 holding.
  • CAPTRUST Financial Advisors first reported a position in Simplify Stable Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.