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Steward Partners Investment Advisory’s Simplify Stable Income ETF BUCK Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-33,380
Closed -$791K – 4445
2025
Q4 		$791K Sell
33,380
-89,544
-73% -$2.13M ﹤0.01% 1187
2025
Q3 		$2.93M Hold
122,924
– – 0.02% 641
2025
Q2 		$2.91M Buy
122,924
+48,828
+66% +$1.15M 0.02% 582
2025
Q1 		$1.83M Buy
+74,096
New +$1.83M 0.02% 682

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

Steward Partners Investment Advisory's BUCK Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Simplify Stable Income ETF (BUCK) in Q1 2026, closing a stake of 33,380 shares — an estimated $791K sold.

Steward Partners Investment Advisory first reported a position in BUCK in Q1 2025 and held it in 4 quarters. The position peaked at $2.93M in Q3 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Simplify Stable Income ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 33,380 Simplify Stable Income ETF shares in Q1 2026, an estimated $791K.
  • Steward Partners Investment Advisory first reported a position in Simplify Stable Income ETF in Q1 2025 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Simplify Stable Income ETF position peaked at $2.93M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.