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Fortis Capital Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

Fortis Capital Advisors’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 		– Sell
-53,909
Closed -$1.28M – 382
2025
Q4 		$1.28M Buy
53,909
+9,075
+20% +$216K 0.19% 86
2025
Q3 		$1.07M Sell
44,834
-7,429
-14% -$177K 0.17% 95
2025
Q2 		$1.24M Buy
52,263
+1,918
+4% +$45.3K 0.22% 68
2025
Q1 		$1.24M Buy
+50,345
New +$1.24M 0.25% 66

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Fortis Capital Advisors's BUCK Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Simplify Stable Income ETF (BUCK) in Q1 2026, closing a stake of 53,909 shares — an estimated $1.28M sold.

Fortis Capital Advisors first reported a position in BUCK in Q1 2025 and held it in 4 quarters. The position peaked at $1.28M in Q4 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Fortis Capital Advisors reported no remaining Simplify Stable Income ETF position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 53,909 Simplify Stable Income ETF shares in Q1 2026, an estimated $1.28M.
  • Fortis Capital Advisors first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 4 quarters.
  • Fortis Capital Advisors's Simplify Stable Income ETF position peaked at $1.28M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.