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 Q2	$895K	Sell	38,229 -3,347	-8%	-$78.7K	﹤0.01%	1919
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 $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

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

Kestra Advisory Services's BUCK Position: Q2 2026 in Review

Kestra Advisory Services reduced its Simplify Stable Income ETF (BUCK) stake by 8.1% in Q2 2026, selling an estimated $78.7K and leaving 38,229 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Kestra Advisory Services first reported a position in BUCK in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.01M in Q3 2025. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

Kestra Advisory Services held 38,229 shares of Simplify Stable Income ETF worth $895K as of Q2 2026.
Kestra Advisory Services sold 3,347 Simplify Stable Income ETF shares in Q2 2026, an estimated $78.7K.
Simplify Stable Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1919 holding.
Kestra Advisory Services first reported a position in Simplify Stable Income ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Advisory Services's Simplify Stable Income ETF position peaked at $9.01M in Q3 2025.
102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.