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Wedbush Securities’s Simplify Stable Income ETF BUCK Stock Holding History

Wedbush Securities’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 		$7M Buy
297,732
+37,207
+14% +$881K 0.2% 68
2025
Q4 		$6.18M Buy
260,525
+9,463
+4% +$226K 0.18% 79
2025
Q3 		$5.99M Buy
251,062
+73,629
+41% +$1.75M 0.2% 69
2025
Q2 		$4.2M Buy
177,433
+110,519
+165% +$2.61M 0.15% 103
2025
Q1 		$1.65M Buy
66,914
+47,111
+238% +$1.16M 0.06% 245
2024
Q4 		$486K Buy
+19,803
New +$486K 0.02% 621

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
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

Wedbush Securities's BUCK Position: Q1 2026 in Review

Wedbush Securities increased its Simplify Stable Income ETF (BUCK) stake by 14% in Q1 2026, buying an estimated $881K and bringing the position to 297,732 shares worth $7M. The position accounts for 0.2% of the portfolio, ranked #68.

Wedbush Securities first reported a position in BUCK in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold BUCK as of Q1 2026.

  • Wedbush Securities held 297,732 shares of Simplify Stable Income ETF worth $7M as of Q1 2026.
  • Wedbush Securities bought 37,207 Simplify Stable Income ETF shares in Q1 2026, an estimated $881K.
  • Simplify Stable Income ETF made up 0.2% of Wedbush Securities's portfolio in Q1 2026, its #68 holding.
  • Wedbush Securities first reported a position in Simplify Stable Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.