AWM
XV

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 +$21.1K ﹤0.01% 2243

Other funds holding XV

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Janney Montgomery Scott
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.