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

Northwestern Mutual 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 		$820 Buy
+35
New +$823 ﹤0.01% 3824
2024
Q4 		– Sell
-38
Closed -$934 – 3640
2024
Q3 		$934 Buy
+38
New +$938 ﹤0.01% 3265

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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
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 22.9% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Northwestern Mutual Wealth Management's BUCK Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Simplify Stable Income ETF (BUCK) in Q2 2026: 35 shares worth $820. The stake represents ﹤0.01% of the portfolio and ranks #3824 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in BUCK as recently as Q3 2024.

Northwestern Mutual Wealth Management first reported a position in BUCK in Q3 2024 and has held it in 2 quarters since. The position peaked at $934 in Q3 2024. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Northwestern Mutual Wealth Management held 35 shares of Simplify Stable Income ETF worth $820 as of Q2 2026.
  • Simplify Stable Income ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Simplify Stable Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3824 holding.
  • Northwestern Mutual Wealth Management first reported a position in Simplify Stable Income ETF in Q3 2024 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's Simplify Stable Income ETF position peaked at $934 in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.