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Moors & Cabot’s Simplify Stable Income ETF BUCK Stock Holding History

Moors & Cabot’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 		$874K Buy
37,201
+1,861
+5% +$44.1K 0.04% 403
2025
Q4 		$838K Sell
35,340
-3,610
-9% -$86K 0.04% 400
2025
Q3 		$929K Buy
38,950
+7,180
+23% +$171K 0.04% 374
2025
Q2 		$751K Buy
31,770
+9,239
+41% +$218K 0.03% 407
2025
Q1 		$556K Buy
+22,531
New +$555K 0.03% 455

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

Moors & Cabot's BUCK Position: Q1 2026 in Review

Moors & Cabot increased its Simplify Stable Income ETF (BUCK) stake by 5.3% in Q1 2026, buying an estimated $44.1K and bringing the position to 37,201 shares worth $874K. The position accounts for 0.04% of the portfolio, ranked #403.

Moors & Cabot first reported a position in BUCK in Q1 2025 and has held it in 5 quarters since. The position peaked at $929K in Q3 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Moors & Cabot held 37,201 shares of Simplify Stable Income ETF worth $874K as of Q1 2026.
  • Moors & Cabot bought 1,861 Simplify Stable Income ETF shares in Q1 2026, an estimated $44.1K.
  • Simplify Stable Income ETF made up 0.04% of Moors & Cabot's portfolio in Q1 2026, its #403 holding.
  • Moors & Cabot first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Moors & Cabot's Simplify Stable Income ETF position peaked at $929K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.