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CreativeOne Wealth’s Simplify Stable Income ETF BUCK Stock Holding History

CreativeOne Wealth’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 		$1.48M Sell
62,856
-36,953
-37% -$875K 0.03% 440
2025
Q4 		$2.37M Sell
99,809
-33,075
-25% -$788K 0.06% 301
2025
Q3 		$3.17M Buy
132,884
+8,197
+7% +$195K 0.08% 240
2025
Q2 		$2.95M Buy
124,687
+110,395
+772% +$2.61M 0.08% 244
2025
Q1 		$353K Buy
+14,292
New +$352K 0.01% 807

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

CreativeOne Wealth's BUCK Position: Q1 2026 in Review

CreativeOne Wealth reduced its Simplify Stable Income ETF (BUCK) stake by 37% in Q1 2026, selling an estimated $875K and leaving 62,856 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #440.

CreativeOne Wealth first reported a position in BUCK in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.17M in Q3 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • CreativeOne Wealth held 62,856 shares of Simplify Stable Income ETF worth $1.48M as of Q1 2026.
  • CreativeOne Wealth sold 36,953 Simplify Stable Income ETF shares in Q1 2026, an estimated $875K.
  • Simplify Stable Income ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #440 holding.
  • CreativeOne Wealth first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 5 quarters since.
  • CreativeOne Wealth's Simplify Stable Income ETF position peaked at $3.17M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.