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Leo Wealth LLC’s Simplify Stable Income ETF BUCK Stock Holding History

Leo Wealth LLC’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 		– Sell
-10,332
Closed -$245K – 455
2025
Q4 		$245K Buy
+10,332
New +$246K 0.02% 381

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

Leo Wealth LLC's BUCK Position: Q1 2026 in Review

Leo Wealth LLC sold out of Simplify Stable Income ETF (BUCK) in Q1 2026, closing a stake of 10,332 shares — an estimated $245K sold.

Leo Wealth LLC first reported a position in BUCK in Q4 2025 and held it in 1 quarter. The position peaked at $245K in Q4 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Leo Wealth LLC reported no remaining Simplify Stable Income ETF position as of Q1 2026 after selling out during the quarter.
  • Leo Wealth LLC sold 10,332 Simplify Stable Income ETF shares in Q1 2026, an estimated $245K.
  • Leo Wealth LLC first reported a position in Simplify Stable Income ETF in Q4 2025 and held it in 1 quarter.
  • Leo Wealth LLC's Simplify Stable Income ETF position peaked at $245K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.