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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
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

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. 102 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.
  • 102 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.