Brookstone Capital Management
XV icon

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
Q3 		$858K Buy
35,584
+13,267
+59% +$327K 0.01% 755
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

Simplify Asset Management
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
WealthCare Asset Management
WealthCare Asset Management Springfield, Missouri $116M AUM 24.65% 1-Year Est. Return

Brookstone Capital Management's XV Position: Q3 2026 in Review

Brookstone Capital Management increased its Simplify Target 15 Distribution ETF (XV) stake by 59% in Q3 2026, buying an estimated $327K and bringing the position to 35,584 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #755.

Brookstone Capital Management first reported a position in XV in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold XV as of Q3 2026.

  • Brookstone Capital Management held 35,584 shares of Simplify Target 15 Distribution ETF worth $858K as of Q3 2026.
  • Brookstone Capital Management bought 13,267 Simplify Target 15 Distribution ETF shares in Q3 2026, an estimated $327K.
  • Simplify Target 15 Distribution ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #755 holding.
  • Brookstone Capital Management first reported a position in Simplify Target 15 Distribution ETF in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.