WWA
BUCK icon

WCG Wealth Advisors’s Simplify Stable Income ETF BUCK Stock Holding History

WCG Wealth 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 		$1.57M Sell
67,104
-5,509
-8% -$130K 0.04% 336
2026
Q1 		$1.71M Sell
72,613
-30,320
-29% -$718K 0.05% 288
2025
Q4 		$2.44M Buy
102,933
+39,474
+62% +$941K 0.07% 234
2025
Q3 		$1.51M Sell
63,459
-14,241
-18% -$339K 0.09% 181
2025
Q2 		$1.84M Buy
+77,700
New +$1.84M 0.12% 170

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

WCG Wealth Advisors's BUCK Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Simplify Stable Income ETF (BUCK) stake by 7.6% in Q2 2026, selling an estimated $130K and leaving 67,104 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #336.

WCG Wealth Advisors first reported a position in BUCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.44M in Q4 2025. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • WCG Wealth Advisors held 67,104 shares of Simplify Stable Income ETF worth $1.57M as of Q2 2026.
  • WCG Wealth Advisors sold 5,509 Simplify Stable Income ETF shares in Q2 2026, an estimated $130K.
  • Simplify Stable Income ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #336 holding.
  • WCG Wealth Advisors first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 5 quarters since.
  • WCG Wealth Advisors's Simplify Stable Income ETF position peaked at $2.44M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.