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

SteelPeak 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 		$2.9M Buy
123,900
+70,616
+133% +$1.66M 0.08% 188
2026
Q1 		$1.25M Sell
53,284
-3,516
-6% -$83.3K 0.04% 257
2025
Q4 		$1.35M Buy
56,800
+30,853
+119% +$735K 0.04% 250
2025
Q3 		$619K Buy
25,947
+7,598
+41% +$181K 0.02% 362
2025
Q2 		$434K Buy
18,349
+6,995
+62% +$165K 0.02% 371
2025
Q1 		$280K Buy
+11,354
New +$280K 0.01% 426

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

SteelPeak Wealth's BUCK Position: Q2 2026 in Review

SteelPeak Wealth increased its Simplify Stable Income ETF (BUCK) stake by 133% in Q2 2026, buying an estimated $1.66M and bringing the position to 123,900 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #188.

SteelPeak Wealth first reported a position in BUCK in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • SteelPeak Wealth held 123,900 shares of Simplify Stable Income ETF worth $2.9M as of Q2 2026.
  • SteelPeak Wealth bought 70,616 Simplify Stable Income ETF shares in Q2 2026, an estimated $1.66M.
  • Simplify Stable Income ETF made up 0.08% of SteelPeak Wealth's portfolio in Q2 2026, its #188 holding.
  • SteelPeak Wealth first reported a position in Simplify Stable Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.