Commonwealth Equity Services
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Commonwealth Equity Services’s Simplify Stable Income ETF BUCK Stock Holding History

Commonwealth Equity Services’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 		$547K Buy
+23,292
New +$552K ﹤0.01% 3134
2025
Q3 		– Sell
-49,280
Closed -$1.17M – 4256
2025
Q2 		$1.17M Sell
49,280
-9,889
-17% -$234K ﹤0.01% 2437
2025
Q1 		$1.46M Buy
59,169
+33,681
+132% +$830K ﹤0.01% 2164
2024
Q4 		$625K Buy
+25,488
New +$626K ﹤0.01% 2780

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

Commonwealth Equity Services's BUCK Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in Simplify Stable Income ETF (BUCK) in Q1 2026: 23,292 shares worth $547K. The stake represents ﹤0.01% of the portfolio and ranks #3134 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in BUCK as recently as Q2 2025.

Commonwealth Equity Services first reported a position in BUCK in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.46M in Q1 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Commonwealth Equity Services held 23,292 shares of Simplify Stable Income ETF worth $547K as of Q1 2026.
  • Simplify Stable Income ETF was a new Commonwealth Equity Services position in Q1 2026.
  • Simplify Stable Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3134 holding.
  • Commonwealth Equity Services first reported a position in Simplify Stable Income ETF in Q4 2024 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Simplify Stable Income ETF position peaked at $1.46M in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.