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Integrated Wealth Concepts’s Simplify Stable Income ETF BUCK Stock Holding History

Integrated Wealth Concepts’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 		$811K Buy
+34,504
New +$817K 0.01% 1242

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

Integrated Wealth Concepts's BUCK Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Simplify Stable Income ETF (BUCK) in Q1 2026: 34,504 shares worth $811K. The stake represents 0.01% of the portfolio and ranks #1242 among its holdings.

88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Integrated Wealth Concepts held 34,504 shares of Simplify Stable Income ETF worth $811K as of Q1 2026.
  • Simplify Stable Income ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Simplify Stable Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1242 holding.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.