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Golden State Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

Golden State Wealth 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 		$120K Buy
5,107
+40
+0.8% +$947 0.01% 480
2025
Q4 		$120K Buy
5,067
+41
+0.8% +$977 0.01% 482
2025
Q3 		$120K Buy
5,026
+1,657
+49% +$39.4K 0.01% 467
2025
Q2 		$79.7K Buy
+3,369
New +$79.6K 0.01% 542

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 $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

Golden State Wealth Management's BUCK Position: Q1 2026 in Review

Golden State Wealth Management increased its Simplify Stable Income ETF (BUCK) stake by 0.79% in Q1 2026, buying an estimated $947 and bringing the position to 5,107 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #480.

Golden State Wealth Management first reported a position in BUCK in Q2 2025 and has held it in 4 quarters since. The position peaked at $120K in Q4 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Golden State Wealth Management held 5,107 shares of Simplify Stable Income ETF worth $120K as of Q1 2026.
  • Golden State Wealth Management bought 40 Simplify Stable Income ETF shares in Q1 2026, an estimated $947.
  • Simplify Stable Income ETF made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #480 holding.
  • Golden State Wealth Management first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's Simplify Stable Income ETF position peaked at $120K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.