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BFC Planning, Inc.’s Simplify Stable Income ETF BUCK Stock Holding History

BFC Planning, Inc.’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 		$10.5K Buy
455
+7
+2% +$164 ﹤0.01% 2352
2026
Q2 		$10.5K Buy
448
+7
+2% +$165 ﹤0.01% 2347
2026
Q1 		$10.4K Buy
441
+8
+2% +$189 ﹤0.01% 2034
2025
Q4 		$10.3K Buy
433
+8
+2% +$191 ﹤0.01% 2073
2025
Q3 		$10.1K Buy
425
+8
+2% +$190 ﹤0.01% 1915
2025
Q2 		$9.9K Buy
417
+8
+2% +$189 ﹤0.01% 1812
2025
Q1 		$10.1K Buy
+409
New +$10.1K ﹤0.01% 1766

Other funds holding BUCK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
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
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

BFC Planning, Inc.'s BUCK Position: Q3 2026 in Review

BFC Planning, Inc. increased its Simplify Stable Income ETF (BUCK) stake by 1.6% in Q3 2026, buying an estimated $164 and bringing the position to 455 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

BFC Planning, Inc. first reported a position in BUCK in Q1 2025 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

  • BFC Planning, Inc. held 455 shares of Simplify Stable Income ETF worth $10.5K as of Q3 2026.
  • BFC Planning, Inc. bought 7 Simplify Stable Income ETF shares in Q3 2026, an estimated $164.
  • Simplify Stable Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2352 holding.
  • BFC Planning, Inc. first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 7 quarters since.
  • 94 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.