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Principal Securities’s Simplify Stable Income ETF BUCK Stock Holding History

Principal Securities’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 		$9.67M Buy
411,536
+207,344
+102% +$4.91M 0.14% 136
2025
Q4 		$4.84M Buy
204,192
+81,984
+67% +$1.95M 0.07% 248
2025
Q3 		$2.91M Buy
122,208
+16,602
+16% +$395K 0.05% 341
2025
Q2 		$2.5M Buy
105,606
+102,717
+3,555% +$2.43M 0.05% 344
2025
Q1 		$70.9K Hold
2,889
– – ﹤0.01% 1596
2024
Q4 		$70.9K Buy
2,889
+2,135
+283% +$52.4K ﹤0.01% 1595
2024
Q3 		$18.5K Hold
754
– – ﹤0.01% 2153
2024
Q2 		$18.6K Buy
+754
New +$18.6K ﹤0.01% 2096

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
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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

Principal Securities's BUCK Position: Q1 2026 in Review

Principal Securities increased its Simplify Stable Income ETF (BUCK) stake by 102% in Q1 2026, buying an estimated $4.91M and bringing the position to 411,536 shares worth $9.67M. The position accounts for 0.14% of the portfolio, ranked #136.

Principal Securities first reported a position in BUCK in Q2 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Principal Securities held 411,536 shares of Simplify Stable Income ETF worth $9.67M as of Q1 2026.
  • Principal Securities bought 207,344 Simplify Stable Income ETF shares in Q1 2026, an estimated $4.91M.
  • Simplify Stable Income ETF made up 0.14% of Principal Securities's portfolio in Q1 2026, its #136 holding.
  • Principal Securities first reported a position in Simplify Stable Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.