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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
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 $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

WCG Wealth Advisors's BUCK Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Simplify Stable Income ETF (BUCK) stake by 29% in Q1 2026, selling an estimated $718K and leaving 72,613 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #288.

WCG Wealth Advisors first reported a position in BUCK in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.44M in Q4 2025. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • WCG Wealth Advisors held 72,613 shares of Simplify Stable Income ETF worth $1.71M as of Q1 2026.
  • WCG Wealth Advisors sold 30,320 Simplify Stable Income ETF shares in Q1 2026, an estimated $718K.
  • Simplify Stable Income ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q1 2026, its #288 holding.
  • WCG Wealth Advisors first reported a position in Simplify Stable Income ETF in Q2 2025 and has held it in 4 quarters since.
  • WCG Wealth Advisors's Simplify Stable Income ETF position peaked at $2.44M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.