Mosley Wealth Management
BUCK icon

Mosley Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

Mosley Wealth Management’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
Q3 		$1.62M Buy
70,105
+22,772
+48% +$532K 0.47% 41
2026
Q2 		$1.11M Buy
47,333
+30,913
+188% +$727K 0.35% 52
2026
Q1 		$392K Sell
16,420
-4,027
-20% -$95.4K 0.18% 112
2025
Q4 		$488K Buy
+20,447
New +$487K 0.22% 103

Other funds holding BUCK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Lane Brothers & Co
Lane Brothers & Co Prescott, Arizona $99.1M AUM 12.27% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Mosley Wealth Management's BUCK Position: Q3 2026 in Review

Mosley Wealth Management increased its Simplify Stable Income ETF (BUCK) stake by 48% in Q3 2026, buying an estimated $532K and bringing the position to 70,105 shares worth $1.62M. The position accounts for 0.47% of the portfolio, ranked #41.

Mosley Wealth Management first reported a position in BUCK in Q4 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

  • Mosley Wealth Management held 70,105 shares of Simplify Stable Income ETF worth $1.62M as of Q3 2026.
  • Mosley Wealth Management bought 22,772 Simplify Stable Income ETF shares in Q3 2026, an estimated $532K.
  • Simplify Stable Income ETF made up 0.47% of Mosley Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Mosley Wealth Management first reported a position in Simplify Stable Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.