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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
Q2 		$2.13M Buy
91,008
+28,152
+45% +$662K 0.05% 345
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 $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

CreativeOne Wealth's BUCK Position: Q2 2026 in Review

CreativeOne Wealth increased its Simplify Stable Income ETF (BUCK) stake by 45% in Q2 2026, buying an estimated $662K and bringing the position to 91,008 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #345.

CreativeOne Wealth first reported a position in BUCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.17M in Q3 2025. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • CreativeOne Wealth held 91,008 shares of Simplify Stable Income ETF worth $2.13M as of Q2 2026.
  • CreativeOne Wealth bought 28,152 Simplify Stable Income ETF shares in Q2 2026, an estimated $662K.
  • Simplify Stable Income ETF made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #345 holding.
  • CreativeOne Wealth first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 6 quarters since.
  • CreativeOne Wealth's Simplify Stable Income ETF position peaked at $3.17M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.