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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
Q2 		$968K Buy
41,332
+5,216
+14% +$123K 0.05% 249
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 $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

Soltis Investment Advisors's BUCK Position: Q2 2026 in Review

Soltis Investment Advisors increased its Simplify Stable Income ETF (BUCK) stake by 14% in Q2 2026, buying an estimated $123K and bringing the position to 41,332 shares worth $968K. The position accounts for 0.05% of the portfolio, ranked #249.

Soltis Investment Advisors first reported a position in BUCK in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Soltis Investment Advisors held 41,332 shares of Simplify Stable Income ETF worth $968K as of Q2 2026.
  • Soltis Investment Advisors bought 5,216 Simplify Stable Income ETF shares in Q2 2026, an estimated $123K.
  • Simplify Stable Income ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #249 holding.
  • Soltis Investment Advisors first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.