AE Wealth Management’s Simplify Target 15 Distribution ETF XV Stock Holding History

AE Wealth Management’s Portfolio XV Stock Details XV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.4K	Buy	+862	New	+$21.2K	﹤0.01%	2243

Other funds holding XV

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AE Wealth Management's XV Position: Q2 2026 in Review

AE Wealth Management opened a new position in Simplify Target 15 Distribution ETF (XV) in Q2 2026: 862 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #2243 among its holdings.

20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

AE Wealth Management held 862 shares of Simplify Target 15 Distribution ETF worth $21.4K as of Q2 2026.
Simplify Target 15 Distribution ETF was a new AE Wealth Management position in Q2 2026.
Simplify Target 15 Distribution ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2243 holding.
20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.