IAA
BUCK icon

Independent Advisor Alliance’s Simplify Stable Income ETF BUCK Stock Holding History

Independent Advisor 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
Q1 		$1.34M Buy
56,925
+8,950
+19% +$212K 0.01% 695
2025
Q4 		$1.14M Buy
47,975
+15,455
+48% +$368K 0.03% 434
2025
Q3 		$776K Buy
+32,520
New +$773K 0.02% 501

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

Independent Advisor Alliance's BUCK Position: Q1 2026 in Review

Independent Advisor Alliance increased its Simplify Stable Income ETF (BUCK) stake by 19% in Q1 2026, buying an estimated $212K and bringing the position to 56,925 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #695.

Independent Advisor Alliance first reported a position in BUCK in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Independent Advisor Alliance held 56,925 shares of Simplify Stable Income ETF worth $1.34M as of Q1 2026.
  • Independent Advisor Alliance bought 8,950 Simplify Stable Income ETF shares in Q1 2026, an estimated $212K.
  • Simplify Stable Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #695 holding.
  • Independent Advisor Alliance first reported a position in Simplify Stable Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.