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LifeWealth Investments’s Simplify Stable Income ETF BUCK Stock Holding History

LifeWealth Investments’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 		$265K Buy
11,300
+1,433
+15% +$33.7K 0.07% 116
2026
Q1 		$232K Buy
+9,867
New +$234K 0.07% 131

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Envestnet Asset Management
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

LifeWealth Investments's BUCK Position: Q2 2026 in Review

LifeWealth Investments increased its Simplify Stable Income ETF (BUCK) stake by 15% in Q2 2026, buying an estimated $33.7K and bringing the position to 11,300 shares worth $265K. The position accounts for 0.07% of the portfolio, ranked #116.

LifeWealth Investments first reported a position in BUCK in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • LifeWealth Investments held 11,300 shares of Simplify Stable Income ETF worth $265K as of Q2 2026.
  • LifeWealth Investments bought 1,433 Simplify Stable Income ETF shares in Q2 2026, an estimated $33.7K.
  • Simplify Stable Income ETF made up 0.07% of LifeWealth Investments's portfolio in Q2 2026, its #116 holding.
  • LifeWealth Investments first reported a position in Simplify Stable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.