MWM
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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
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

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
LPL Financial San Diego, California $445B AUM 25.58% 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
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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Mosley Wealth Management's BUCK Position: Q2 2026 in Review

Mosley Wealth Management increased its Simplify Stable Income ETF (BUCK) stake by 188% in Q2 2026, buying an estimated $727K and bringing the position to 47,333 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #52.

Mosley Wealth Management first reported a position in BUCK in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Mosley Wealth Management held 47,333 shares of Simplify Stable Income ETF worth $1.11M as of Q2 2026.
  • Mosley Wealth Management bought 30,913 Simplify Stable Income ETF shares in Q2 2026, an estimated $727K.
  • Simplify Stable Income ETF made up 0.35% of Mosley Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Mosley Wealth Management first reported a position in Simplify Stable Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.