Simplify Asset Management’s Simplify Stable Income ETF BUCK Stock Holding History

Simplify Asset 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 Q2	$39.8M	Hold	1,700,000	–	–	0.55%	9
2026 Q1	$40M	Buy	+1,700,000	New	+$40.3M	0.61%	8
2025 Q1	–	Sell	-4,448,579	Closed	-$109M	–	96
2024 Q4	$109M	Hold	4,448,579	–	–	5.39%	4
2024 Q3	$109M	Buy	4,448,579 +1,232,481	+38%	+$30.4M	5.09%	6
2024 Q2	$79.2M	Buy	3,216,098 +36,419	+1%	+$900K	5.31%	6
2024 Q1	$79.7M	Buy	3,179,679 +2,110,309	+197%	+$52.9M	4.74%	6
2023 Q4	$26.7M	Buy	+1,069,370	New	+$26.8M	2.39%	7
2023 Q3	–	Sell	-112,062	Closed	-$2.81M	–	125
2023 Q2	$2.81M	Buy	112,062 +40,303	+56%	+$1.01M	0.37%	34
2023 Q1	$1.79M	Buy	71,759 +51,387	+252%	+$1.29M	0.26%	46
2022 Q4	$510K	Buy	+20,372	New	+$511K	0.08%	54

Other funds holding BUCK

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

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

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Simplify Asset Management's BUCK Position: Q2 2026 in Review

Simplify Asset Management held its Simplify Stable Income ETF (BUCK) position steady in Q2 2026 at 1,700,000 shares worth $39.8M. The position accounts for 0.55% of the portfolio, ranked #9.

Simplify Asset Management first reported a position in BUCK in Q4 2022 and has held it in 10 quarters since. The position peaked at $109M in Q3 2024. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

Simplify Asset Management held 1,700,000 shares of Simplify Stable Income ETF worth $39.8M as of Q2 2026.
Simplify Asset Management left its Simplify Stable Income ETF share count unchanged in Q2 2026.
Simplify Stable Income ETF made up 0.55% of Simplify Asset Management's portfolio in Q2 2026, its #9 holding.
Simplify Asset Management first reported a position in Simplify Stable Income ETF in Q4 2022 and has held it in 10 quarters since.
Simplify Asset Management's Simplify Stable Income ETF position peaked at $109M in Q3 2024.
102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.