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Foundations Investment Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

Foundations Investment 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 		$333K Sell
14,173
-238
-2% -$5.64K ﹤0.01% 868
2025
Q4 		$342K Buy
14,411
+4,289
+42% +$102K ﹤0.01% 850
2025
Q3 		$241K Buy
+10,122
New +$241K ﹤0.01% 933

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 $169M AUM 10.14% 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 $288M AUM 29.4% 1-Year Est. Return

Foundations Investment Advisors's BUCK Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Simplify Stable Income ETF (BUCK) stake by 1.7% in Q1 2026, selling an estimated $5.64K and leaving 14,173 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Foundations Investment Advisors first reported a position in BUCK in Q3 2025 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Foundations Investment Advisors held 14,173 shares of Simplify Stable Income ETF worth $333K as of Q1 2026.
  • Foundations Investment Advisors sold 238 Simplify Stable Income ETF shares in Q1 2026, an estimated $5.64K.
  • Simplify Stable Income ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #868 holding.
  • Foundations Investment Advisors first reported a position in Simplify Stable Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Simplify Stable Income ETF position peaked at $342K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.