PIS
BUCK icon

POM Investment Strategies’s Simplify Stable Income ETF BUCK Stock Holding History

POM Investment Strategies’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 		$244K Sell
10,393
-281,985
-96% -$6.68M 0.3% 43
2025
Q4 		$6.93M Sell
292,378
-17,702
-6% -$422K 3.56% 10
2025
Q3 		$7.4M Buy
310,080
+34,395
+12% +$818K 4.02% 10
2025
Q2 		$6.52M Buy
275,685
+3,303
+1% +$78.1K 4.66% 11
2025
Q1 		$6.72M Buy
+272,382
New +$6.71M 7.86% 6

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 $169M AUM 10.14% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

POM Investment Strategies's BUCK Position: Q1 2026 in Review

POM Investment Strategies reduced its Simplify Stable Income ETF (BUCK) stake by 96% in Q1 2026, selling an estimated $6.68M and leaving 10,393 shares worth $244K. The position accounts for 0.3% of the portfolio, ranked #43.

POM Investment Strategies first reported a position in BUCK in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.4M in Q3 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • POM Investment Strategies held 10,393 shares of Simplify Stable Income ETF worth $244K as of Q1 2026.
  • POM Investment Strategies sold 281,985 Simplify Stable Income ETF shares in Q1 2026, an estimated $6.68M.
  • Simplify Stable Income ETF made up 0.3% of POM Investment Strategies's portfolio in Q1 2026, its #43 holding.
  • POM Investment Strategies first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 5 quarters since.
  • POM Investment Strategies's Simplify Stable Income ETF position peaked at $7.4M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.