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
Q2 		$21.7M Buy
925,508
+99,987
+12% +$2.35M ﹤0.01% 1520
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 $21.5B AUM 26.98% 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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

LPL Financial's BUCK Position: Q2 2026 in Review

LPL Financial increased its Simplify Stable Income ETF (BUCK) stake by 12% in Q2 2026, buying an estimated $2.35M and bringing the position to 925,508 shares worth $21.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

LPL Financial first reported a position in BUCK in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • LPL Financial held 925,508 shares of Simplify Stable Income ETF worth $21.7M as of Q2 2026.
  • LPL Financial bought 99,987 Simplify Stable Income ETF shares in Q2 2026, an estimated $2.35M.
  • Simplify Stable Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1520 holding.
  • LPL Financial first reported a position in Simplify Stable Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.