RiverTree Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

RiverTree Advisors’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 Q3	$7.57M	Sell	327,984 -8,750	-3%	-$205K	4.51%	3
2026 Q2	$7.89M	Buy	336,734 +25,472	+8%	+$599K	4.66%	2
2026 Q1	$7.32M	Sell	311,262 -3,742	-1%	-$88.6K	4.63%	3
2025 Q4	$7.47M	Buy	315,004 +8,003	+3%	+$191K	4.76%	5
2025 Q3	$7.32M	Buy	307,001 +22	+0%	+$523	4.69%	5
2025 Q2	$7.26M	Buy	306,979 +190,914	+164%	+$4.51M	4.87%	4
2025 Q1	$2.86M	Buy	+116,065	New	+$2.86M	1.92%	17

Other funds holding BUCK

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

RiverTree Advisors's BUCK Position: Q3 2026 in Review

RiverTree Advisors reduced its Simplify Stable Income ETF (BUCK) stake by 2.6% in Q3 2026, selling an estimated $205K and leaving 327,984 shares worth $7.57M. The position accounts for 4.51% of the portfolio, ranked #3.

RiverTree Advisors first reported a position in BUCK in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.89M in Q2 2026. 21 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

RiverTree Advisors held 327,984 shares of Simplify Stable Income ETF worth $7.57M as of Q3 2026.
RiverTree Advisors sold 8,750 Simplify Stable Income ETF shares in Q3 2026, an estimated $205K.
Simplify Stable Income ETF made up 4.51% of RiverTree Advisors's portfolio in Q3 2026, its #3 holding.
RiverTree Advisors first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 7 quarters since.
RiverTree Advisors's Simplify Stable Income ETF position peaked at $7.89M in Q2 2026.
21 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.