Western Wealth Management’s Simplify Stable Income ETF BUCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$373K Buy
16,155
+186
+1% +$4.35K 0.01% 717
2026
Q2
$374K Buy
+15,969
New +$376K 0.01% 756

Other funds holding BUCK

Western Wealth Management's BUCK Position: Q3 2026 in Review

Western Wealth Management increased its Simplify Stable Income ETF (BUCK) stake by 1.2% in Q3 2026, buying an estimated $4.35K and bringing the position to 16,155 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #717.

Western Wealth Management first reported a position in BUCK in Q2 2026 and has held it in 2 quarters since. The position peaked at $374K in Q2 2026. 71 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

  • Western Wealth Management held 16,155 shares of Simplify Stable Income ETF worth $373K as of Q3 2026.
  • Western Wealth Management bought 186 Simplify Stable Income ETF shares in Q3 2026, an estimated $4.35K.
  • Simplify Stable Income ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #717 holding.
  • Western Wealth Management first reported a position in Simplify Stable Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Western Wealth Management's Simplify Stable Income ETF position peaked at $374K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.