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

Revisor 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
Q1 		$573K Sell
24,358
-1,594
-6% -$37.8K 0.16% 151
2025
Q4 		$616K Buy
25,952
+15,191
+141% +$362K 0.17% 144
2025
Q3 		$257K Sell
10,761
-1,726
-14% -$41K 0.09% 233
2025
Q2 		$296K Sell
12,487
-4,012
-24% -$94.8K 0.11% 213
2025
Q1 		$407K Buy
+16,499
New +$407K 0.18% 141

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

Revisor Wealth Management's BUCK Position: Q1 2026 in Review

Revisor Wealth Management reduced its Simplify Stable Income ETF (BUCK) stake by 6.1% in Q1 2026, selling an estimated $37.8K and leaving 24,358 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #151.

Revisor Wealth Management first reported a position in BUCK in Q1 2025 and has held it in 5 quarters since. The position peaked at $616K in Q4 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Revisor Wealth Management held 24,358 shares of Simplify Stable Income ETF worth $573K as of Q1 2026.
  • Revisor Wealth Management sold 1,594 Simplify Stable Income ETF shares in Q1 2026, an estimated $37.8K.
  • Simplify Stable Income ETF made up 0.16% of Revisor Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Revisor Wealth Management first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Revisor Wealth Management's Simplify Stable Income ETF position peaked at $616K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.