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

WT Wealth Management’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 		$8M Buy
+346,733
New +$8.11M 2.24% 11

Other funds holding BUCK

RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

WT Wealth Management opened a new position in Simplify Stable Income ETF (BUCK) in Q3 2026: 346,733 shares worth $8M. The stake represents 2.24% of the portfolio and ranks #11 among its holdings.

11 funds tracked by Wall St. Rank hold BUCK as of Q3 2026.

  • WT Wealth Management held 346,733 shares of Simplify Stable Income ETF worth $8M as of Q3 2026.
  • Simplify Stable Income ETF was a new WT Wealth Management position in Q3 2026.
  • Simplify Stable Income ETF made up 2.24% of WT Wealth Management's portfolio in Q3 2026, its #11 holding.
  • 11 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.