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Legacy Wealth Management (Idaho)’s Simplify Stable Income ETF BUCK Stock Holding History

Legacy Wealth Management (Idaho)’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 		$580K Buy
24,666
+3,518
+17% +$83.3K 0.29% 72
2025
Q4 		$501K Sell
21,148
-4,693
-18% -$112K 0.24% 70
2025
Q3 		$616K Buy
25,841
+3,624
+16% +$86.1K 0.28% 61
2025
Q2 		$525K Sell
22,217
-432
-2% -$10.2K 0.27% 48
2025
Q1 		$559K Sell
22,649
-6,255
-22% -$154K 0.4% 41
2024
Q4 		$716K Sell
28,904
-3,149
-10% -$77.3K 0.46% 39
2024
Q3 		$789K Buy
+32,053
New +$791K 0.46% 33

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

Legacy Wealth Management (Idaho)'s BUCK Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Simplify Stable Income ETF (BUCK) stake by 17% in Q1 2026, buying an estimated $83.3K and bringing the position to 24,666 shares worth $580K. The position accounts for 0.29% of the portfolio, ranked #72.

Legacy Wealth Management (Idaho) first reported a position in BUCK in Q3 2024 and has held it in 7 quarters since. The position peaked at $789K in Q3 2024. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 24,666 shares of Simplify Stable Income ETF worth $580K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 3,518 Simplify Stable Income ETF shares in Q1 2026, an estimated $83.3K.
  • Simplify Stable Income ETF made up 0.29% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #72 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Stable Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Simplify Stable Income ETF position peaked at $789K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.