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Soltis Investment Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

Soltis Investment 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
Q1 		$849K Buy
36,116
+16,555
+85% +$392K 0.05% 245
2025
Q4 		$464K Buy
19,561
+2,003
+11% +$47.7K 0.03% 334
2025
Q3 		$419K Buy
17,558
+2,151
+14% +$51.1K 0.03% 325
2025
Q2 		$364K Buy
+15,407
New +$364K 0.03% 289

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

Soltis Investment Advisors's BUCK Position: Q1 2026 in Review

Soltis Investment Advisors increased its Simplify Stable Income ETF (BUCK) stake by 85% in Q1 2026, buying an estimated $392K and bringing the position to 36,116 shares worth $849K. The position accounts for 0.05% of the portfolio, ranked #245.

Soltis Investment Advisors first reported a position in BUCK in Q2 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Soltis Investment Advisors held 36,116 shares of Simplify Stable Income ETF worth $849K as of Q1 2026.
  • Soltis Investment Advisors bought 16,555 Simplify Stable Income ETF shares in Q1 2026, an estimated $392K.
  • Simplify Stable Income ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q1 2026, its #245 holding.
  • Soltis Investment Advisors first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.