SPWM
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Straight Path Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

Straight Path Wealth Management’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 		$497K Sell
21,212
-2,429
-10% -$57.1K 0.12% 72
2026
Q1 		$556K Sell
23,641
-2,934
-11% -$69.5K 0.15% 64
2025
Q4 		$630K Sell
26,575
-932
-3% -$22.2K 0.17% 60
2025
Q3 		$656K Buy
27,507
+612
+2% +$14.5K 0.18% 62
2025
Q2 		$636K Buy
26,895
+525
+2% +$12.4K 0.22% 46
2025
Q1 		$651K Buy
26,370
+4,795
+22% +$118K 0.26% 39
2024
Q4 		$529K Buy
+21,575
New +$530K 0.21% 42

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

Straight Path Wealth Management's BUCK Position: Q2 2026 in Review

Straight Path Wealth Management reduced its Simplify Stable Income ETF (BUCK) stake by 10% in Q2 2026, selling an estimated $57.1K and leaving 21,212 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #72.

Straight Path Wealth Management first reported a position in BUCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $656K in Q3 2025. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Straight Path Wealth Management held 21,212 shares of Simplify Stable Income ETF worth $497K as of Q2 2026.
  • Straight Path Wealth Management sold 2,429 Simplify Stable Income ETF shares in Q2 2026, an estimated $57.1K.
  • Simplify Stable Income ETF made up 0.12% of Straight Path Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Straight Path Wealth Management first reported a position in Simplify Stable Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Straight Path Wealth Management's Simplify Stable Income ETF position peaked at $656K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.