Osaic Holdings
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Osaic Holdings’s Simplify Stable Income ETF BUCK Stock Holding History

Osaic Holdings’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 		$1.64M Buy
69,827
+5,566
+9% +$132K ﹤0.01% 2243
2025
Q4 		$1.52M Buy
64,261
+4,843
+8% +$115K ﹤0.01% 2314
2025
Q3 		$1.42M Sell
59,418
-66,525
-53% -$1.58M ﹤0.01% 2481
2025
Q2 		$2.98M Sell
125,943
-113,099
-47% -$2.67M 0.01% 1597
2025
Q1 		$5.9M Buy
239,042
+235,590
+6,825% +$5.81M 0.01% 962
2024
Q4 		$84.7K Sell
3,452
-8,903
-72% -$219K ﹤0.01% 4308
2024
Q3 		$304K Buy
12,355
+9,823
+388% +$242K ﹤0.01% 3303
2024
Q2 		$62.3K Buy
+2,532
New +$62.6K ﹤0.01% 4504
2024
Q1 		– Sell
-1,850
Closed -$46.2K – 7223
2023
Q4 		$46.2K Buy
+1,850
New +$46.4K ﹤0.01% 4959
2023
Q2 		– Sell
-183
Closed -$4.58K – 7467
2023
Q1 		$4.58K Buy
+183
New +$4.59K ﹤0.01% 6364

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

Osaic Holdings's BUCK Position: Q1 2026 in Review

Osaic Holdings increased its Simplify Stable Income ETF (BUCK) stake by 8.7% in Q1 2026, buying an estimated $132K and bringing the position to 69,827 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Osaic Holdings first reported a position in BUCK in Q1 2023 and has held it in 10 quarters since. The position peaked at $5.9M in Q1 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Osaic Holdings held 69,827 shares of Simplify Stable Income ETF worth $1.64M as of Q1 2026.
  • Osaic Holdings bought 5,566 Simplify Stable Income ETF shares in Q1 2026, an estimated $132K.
  • Simplify Stable Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2243 holding.
  • Osaic Holdings first reported a position in Simplify Stable Income ETF in Q1 2023 and has held it in 10 quarters since.
  • Osaic Holdings's Simplify Stable Income ETF position peaked at $5.9M in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.