BCM
XV

Brookstone Capital Management’s Simplify Target 15 Distribution ETF XV Stock Holding History

Brookstone Capital 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 		$553K Buy
22,317
+7,104
+47% +$174K 0.01% 900
2026
Q1 		$358K Buy
+15,213
New +$379K ﹤0.01% 972

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

Brookstone Capital Management's XV Position: Q2 2026 in Review

Brookstone Capital Management increased its Simplify Target 15 Distribution ETF (XV) stake by 47% in Q2 2026, buying an estimated $174K and bringing the position to 22,317 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #900.

Brookstone Capital Management first reported a position in XV in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Brookstone Capital Management held 22,317 shares of Simplify Target 15 Distribution ETF worth $553K as of Q2 2026.
  • Brookstone Capital Management bought 7,104 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $174K.
  • Simplify Target 15 Distribution ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #900 holding.
  • Brookstone Capital Management first reported a position in Simplify Target 15 Distribution ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.