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Schulz Wealth’s Simplify Stable Income ETF BUCK Stock Holding History

Schulz Wealth’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 		$828K Buy
+35,336
New +$831K 0.43% 36

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

Schulz Wealth's BUCK Position: Q2 2026 in Review

Schulz Wealth opened a new position in Simplify Stable Income ETF (BUCK) in Q2 2026: 35,336 shares worth $828K. The stake represents 0.43% of the portfolio and ranks #36 among its holdings.

102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Schulz Wealth held 35,336 shares of Simplify Stable Income ETF worth $828K as of Q2 2026.
  • Simplify Stable Income ETF was a new Schulz Wealth position in Q2 2026.
  • Simplify Stable Income ETF made up 0.43% of Schulz Wealth's portfolio in Q2 2026, its #36 holding.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.