Envestnet Asset Management
BUCK icon

Envestnet Asset Management’s Simplify Stable Income ETF BUCK Stock Holding History

Envestnet Asset Management’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 		$13.5M Buy
574,740
+385,510
+204% +$9.13M ﹤0.01% 1614
2025
Q4 		$4.49M Buy
189,230
+50,041
+36% +$1.19M ﹤0.01% 2249
2025
Q3 		$3.32M Sell
139,189
-56,863
-29% -$1.35M ﹤0.01% 2536
2025
Q2 		$4.63M Buy
196,052
+129,312
+194% +$3.06M ﹤0.01% 2247
2025
Q1 		$1.65M Buy
+66,740
New +$1.65M ﹤0.01% 2857

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
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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

Envestnet Asset Management's BUCK Position: Q1 2026 in Review

Envestnet Asset Management increased its Simplify Stable Income ETF (BUCK) stake by 204% in Q1 2026, buying an estimated $9.13M and bringing the position to 574,740 shares worth $13.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Envestnet Asset Management first reported a position in BUCK in Q1 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Envestnet Asset Management held 574,740 shares of Simplify Stable Income ETF worth $13.5M as of Q1 2026.
  • Envestnet Asset Management bought 385,510 Simplify Stable Income ETF shares in Q1 2026, an estimated $9.13M.
  • Simplify Stable Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1614 holding.
  • Envestnet Asset Management first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.