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Winnow Wealth’s Simplify Stable Income ETF BUCK Stock Holding History

Winnow Wealth’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
Q3 		$1.85M Buy
80,069
+44,563
+126% +$1.04M 1.22% 16
2026
Q2 		$832K Buy
35,506
+23,945
+207% +$563K 0.57% 59
2026
Q1 		$272K Buy
11,561
+9,452
+448% +$224K 0.21% 105
2025
Q4 		$50.6K Buy
+2,109
New +$50.3K 0.04% 158

Other funds holding BUCK

WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Winnow Wealth's BUCK Position: Q3 2026 in Review

Winnow Wealth increased its Simplify Stable Income ETF (BUCK) stake by 126% in Q3 2026, buying an estimated $1.04M and bringing the position to 80,069 shares worth $1.85M. The position accounts for 1.22% of the portfolio, ranked #16.

Winnow Wealth first reported a position in BUCK in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

  • Winnow Wealth held 80,069 shares of Simplify Stable Income ETF worth $1.85M as of Q3 2026.
  • Winnow Wealth bought 44,563 Simplify Stable Income ETF shares in Q3 2026, an estimated $1.04M.
  • Simplify Stable Income ETF made up 1.22% of Winnow Wealth's portfolio in Q3 2026, its #16 holding.
  • Winnow Wealth first reported a position in Simplify Stable Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.