Fiduciary Alliance
BUCK icon

Fiduciary Alliance’s Simplify Stable Income ETF BUCK Stock Holding History

Fiduciary Alliance’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
Q3 		$4.1M Buy
177,796
+42,284
+31% +$989K 0.31% 86
2026
Q2 		$3.17M Buy
135,512
+17,506
+15% +$412K 0.21% 128
2026
Q1 		$2.78M Buy
+118,006
New +$2.79M 0.17% 139

Other funds holding BUCK

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Miller Global Investments
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Fiduciary Alliance's BUCK Position: Q3 2026 in Review

Fiduciary Alliance increased its Simplify Stable Income ETF (BUCK) stake by 31% in Q3 2026, buying an estimated $989K and bringing the position to 177,796 shares worth $4.1M. The position accounts for 0.31% of the portfolio, ranked #86.

Fiduciary Alliance first reported a position in BUCK in Q1 2026 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

  • Fiduciary Alliance held 177,796 shares of Simplify Stable Income ETF worth $4.1M as of Q3 2026.
  • Fiduciary Alliance bought 42,284 Simplify Stable Income ETF shares in Q3 2026, an estimated $989K.
  • Simplify Stable Income ETF made up 0.31% of Fiduciary Alliance's portfolio in Q3 2026, its #86 holding.
  • Fiduciary Alliance first reported a position in Simplify Stable Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.