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Kestra Advisory Services’s Simplify Stable Income ETF BUCK Stock Holding History

Kestra Advisory Services’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 		$977K Sell
41,576
-67,460
-62% -$1.6M ﹤0.01% 1751
2025
Q4 		$2.58M Sell
109,036
-268,865
-71% -$6.41M 0.01% 1071
2025
Q3 		$9.01M Sell
377,901
-1,246
-0.3% -$29.6K 0.04% 435
2025
Q2 		$8.96M Buy
379,147
+65,099
+21% +$1.54M 0.04% 413
2025
Q1 		$7.75M Buy
314,048
+132,975
+73% +$3.28M 0.04% 421
2024
Q4 		$4.44M Buy
181,073
+122,889
+211% +$3.02M 0.02% 620
2024
Q3 		$1.43M Buy
58,184
+37,867
+186% +$934K 0.01% 1134
2024
Q2 		$500K Buy
+20,317
New +$502K ﹤0.01% 1777

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

Kestra Advisory Services's BUCK Position: Q1 2026 in Review

Kestra Advisory Services reduced its Simplify Stable Income ETF (BUCK) stake by 62% in Q1 2026, selling an estimated $1.6M and leaving 41,576 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Kestra Advisory Services first reported a position in BUCK in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.01M in Q3 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Kestra Advisory Services held 41,576 shares of Simplify Stable Income ETF worth $977K as of Q1 2026.
  • Kestra Advisory Services sold 67,460 Simplify Stable Income ETF shares in Q1 2026, an estimated $1.6M.
  • Simplify Stable Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1751 holding.
  • Kestra Advisory Services first reported a position in Simplify Stable Income ETF in Q2 2024 and has held it in 8 quarters since.
  • Kestra Advisory Services's Simplify Stable Income ETF position peaked at $9.01M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.