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

SMART 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
Q1 		$2.03M Buy
+86,417
New +$2.05M 0.59% 55

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 $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

SMART Wealth's BUCK Position: Q1 2026 in Review

SMART Wealth opened a new position in Simplify Stable Income ETF (BUCK) in Q1 2026: 86,417 shares worth $2.03M. The stake represents 0.59% of the portfolio and ranks #55 among its holdings.

88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • SMART Wealth held 86,417 shares of Simplify Stable Income ETF worth $2.03M as of Q1 2026.
  • Simplify Stable Income ETF was a new SMART Wealth position in Q1 2026.
  • Simplify Stable Income ETF made up 0.59% of SMART Wealth's portfolio in Q1 2026, its #55 holding.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.