BIG
XV

Brookwood Investment Group’s Simplify Target 15 Distribution ETF XV Stock Holding History

Brookwood Investment Group’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 		$1.5M Sell
60,380
-7,320
-11% -$180K 0.17% 127
2026
Q1 		$1.6M Buy
67,700
+24,789
+58% +$618K 0.2% 113
2025
Q4 		$1.09M Buy
42,911
+10,616
+33% +$282K 0.13% 150
2025
Q3 		$859K Buy
+32,295
New +$862K 0.11% 171

Other funds holding XV

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Brookwood Investment Group's XV Position: Q2 2026 in Review

Brookwood Investment Group reduced its Simplify Target 15 Distribution ETF (XV) stake by 11% in Q2 2026, selling an estimated $180K and leaving 60,380 shares worth $1.5M. The position accounts for 0.17% of the portfolio, ranked #127.

Brookwood Investment Group first reported a position in XV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q1 2026. 5 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Brookwood Investment Group held 60,380 shares of Simplify Target 15 Distribution ETF worth $1.5M as of Q2 2026.
  • Brookwood Investment Group sold 7,320 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $180K.
  • Simplify Target 15 Distribution ETF made up 0.17% of Brookwood Investment Group's portfolio in Q2 2026, its #127 holding.
  • Brookwood Investment Group first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and has held it in 4 quarters since.
  • Brookwood Investment Group's Simplify Target 15 Distribution ETF position peaked at $1.6M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.