Montgomery Financial Services’s Simplify Stable Income ETF BUCK Stock Holding History

Montgomery Financial Services’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	$37.5K	Buy	+1,603	New	+$37.7K	0.03%	82

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

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

Montgomery Financial Services's BUCK Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Simplify Stable Income ETF (BUCK) in Q2 2026: 1,603 shares worth $37.5K. The stake represents 0.03% of the portfolio and ranks #82 among its holdings.

98 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

Montgomery Financial Services held 1,603 shares of Simplify Stable Income ETF worth $37.5K as of Q2 2026.
Simplify Stable Income ETF was a new Montgomery Financial Services position in Q2 2026.
Simplify Stable Income ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #82 holding.
98 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.