Key Capital Management
BUCK icon

Key Capital Management’s Simplify Stable Income ETF BUCK Stock Holding History

Key Capital Management’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
Q3 		$5.88M Buy
254,718
+11,463
+5% +$268K 2.15% 12
2026
Q2 		$5.7M Buy
243,255
+16,474
+7% +$387K 2.93% 9
2026
Q1 		$5.33M Buy
226,781
+35,508
+19% +$841K 3.52% 6
2025
Q4 		$4.53M Buy
+191,273
New +$4.56M 4.49% 4

Other funds holding BUCK

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Lane Brothers & Co
Lane Brothers & Co Prescott, Arizona $99.1M AUM 12.27% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Schulz Wealth
Schulz Wealth Mansfield, Texas $213M AUM
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Key Capital Management's BUCK Position: Q3 2026 in Review

Key Capital Management increased its Simplify Stable Income ETF (BUCK) stake by 4.7% in Q3 2026, buying an estimated $268K and bringing the position to 254,718 shares worth $5.88M. The position accounts for 2.15% of the portfolio, ranked #12.

Key Capital Management first reported a position in BUCK in Q4 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

  • Key Capital Management held 254,718 shares of Simplify Stable Income ETF worth $5.88M as of Q3 2026.
  • Key Capital Management bought 11,463 Simplify Stable Income ETF shares in Q3 2026, an estimated $268K.
  • Simplify Stable Income ETF made up 2.15% of Key Capital Management's portfolio in Q3 2026, its #12 holding.
  • Key Capital Management first reported a position in Simplify Stable Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.