LPL Financial
BUCK icon

LPL Financial’s Simplify Stable Income ETF BUCK Stock Holding History

LPL Financial’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 		$19.4M Buy
825,521
+172,416
+26% +$4.08M 0.01% 1489
2025
Q4 		$15.5M Buy
653,105
+6,881
+1% +$164K ﹤0.01% 1585
2025
Q3 		$15.4M Buy
646,224
+171,847
+36% +$4.08M ﹤0.01% 1535
2025
Q2 		$11.2M Buy
474,377
+25,272
+6% +$597K ﹤0.01% 1629
2025
Q1 		$11.1M Buy
449,105
+379,871
+549% +$9.36M ﹤0.01% 1522
2024
Q4 		$1.7M Buy
+69,234
New +$1.7M ﹤0.01% 3012

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
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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

LPL Financial's BUCK Position: Q1 2026 in Review

LPL Financial increased its Simplify Stable Income ETF (BUCK) stake by 26% in Q1 2026, buying an estimated $4.08M and bringing the position to 825,521 shares worth $19.4M. The position accounts for 0.01% of the portfolio, ranked #1489.

LPL Financial first reported a position in BUCK in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • LPL Financial held 825,521 shares of Simplify Stable Income ETF worth $19.4M as of Q1 2026.
  • LPL Financial bought 172,416 Simplify Stable Income ETF shares in Q1 2026, an estimated $4.08M.
  • Simplify Stable Income ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1489 holding.
  • LPL Financial first reported a position in Simplify Stable Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.