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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
Q2 		$780K Sell
33,315
-1,189
-3% -$28K 0.01% 1376
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 $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Integrated Wealth Concepts's BUCK Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Simplify Stable Income ETF (BUCK) stake by 3.4% in Q2 2026, selling an estimated $28K and leaving 33,315 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #1376.

Integrated Wealth Concepts first reported a position in BUCK in Q1 2026 and has held it in 2 quarters since. The position peaked at $811K in Q1 2026. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Integrated Wealth Concepts held 33,315 shares of Simplify Stable Income ETF worth $780K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,189 Simplify Stable Income ETF shares in Q2 2026, an estimated $28K.
  • Simplify Stable Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1376 holding.
  • Integrated Wealth Concepts first reported a position in Simplify Stable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Simplify Stable Income ETF position peaked at $811K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.