Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify Stable Income ETF BUCK Stock Holding History

Carson Wealth (CWM LLC)’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 		$112K Buy
4,748
+2,822
+147% +$66.8K ﹤0.01% 3166
2025
Q4 		$46K Buy
1,926
+1,779
+1,210% +$42.4K ﹤0.01% 3657
2025
Q3 		$3K Buy
147
+124
+539% +$2.95K ﹤0.01% 4880
2025
Q2 		$1K Buy
23
+16
+229% +$378 ﹤0.01% 4976
2025
Q1 		$0 Hold
7
– – ﹤0.01% 5059
2024
Q4 		$0 Hold
7
– – ﹤0.01% 4917
2024
Q3 		$0 Hold
7
– – ﹤0.01% 4846
2024
Q2 		$0 Buy
+7
New +$173 ﹤0.01% 4607

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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 $135M AUM 8.23% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BUCK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Simplify Stable Income ETF (BUCK) stake by 147% in Q1 2026, buying an estimated $66.8K and bringing the position to 4,748 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #3166.

Carson Wealth (CWM LLC) first reported a position in BUCK in Q2 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,748 shares of Simplify Stable Income ETF worth $112K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,822 Simplify Stable Income ETF shares in Q1 2026, an estimated $66.8K.
  • Simplify Stable Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3166 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Stable Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.