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RFG Advisory’s Simplify Stable Income ETF BUCK Stock Holding History

RFG Advisory’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
-14,642
Closed -$344K – 1137
2026
Q1 		$344K Sell
14,642
-1,338
-8% -$31.7K 0.01% 859
2025
Q4 		$379K Buy
15,980
+654
+4% +$15.6K 0.01% 786
2025
Q3 		$366K Buy
+15,326
New +$364K 0.01% 772

Other funds holding BUCK

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

RFG Advisory's BUCK Position: Q2 2026 in Review

RFG Advisory sold out of Simplify Stable Income ETF (BUCK) in Q2 2026, closing a stake of 14,642 shares — an estimated $344K sold.

RFG Advisory first reported a position in BUCK in Q3 2025 and held it in 3 quarters. The position peaked at $379K in Q4 2025. 12 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • RFG Advisory reported no remaining Simplify Stable Income ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 14,642 Simplify Stable Income ETF shares in Q2 2026, an estimated $344K.
  • RFG Advisory first reported a position in Simplify Stable Income ETF in Q3 2025 and held it in 3 quarters.
  • RFG Advisory's Simplify Stable Income ETF position peaked at $379K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.