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Private Trust Company’s Simplify Stable Income ETF BUCK Stock Holding History

Private Trust Company’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 		– Sell
-1,550
Closed -$36.4K – 2713
2026
Q1 		$36.4K Hold
1,550
– – ﹤0.01% 1437
2025
Q4 		$36.7K Hold
1,550
– – ﹤0.01% 1396
2025
Q3 		$37K Sell
1,550
-1,500
-49% -$35.7K ﹤0.01% 1388
2025
Q2 		$72.1K Sell
3,050
-1,000
-25% -$23.6K 0.01% 1073
2025
Q1 		$100K Buy
+4,050
New +$99.8K 0.01% 946

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
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 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Private Trust Company's BUCK Position: Q2 2026 in Review

Private Trust Company sold out of Simplify Stable Income ETF (BUCK) in Q2 2026, closing a stake of 1,550 shares — an estimated $36.4K sold.

Private Trust Company first reported a position in BUCK in Q1 2025 and held it in 5 quarters. The position peaked at $100K in Q1 2025. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Private Trust Company reported no remaining Simplify Stable Income ETF position as of Q2 2026 after selling out during the quarter.
  • Private Trust Company sold 1,550 Simplify Stable Income ETF shares in Q2 2026, an estimated $36.4K.
  • Private Trust Company first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 5 quarters.
  • Private Trust Company's Simplify Stable Income ETF position peaked at $100K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.