BIG
XXV

Brookwood Investment Group’s Simplify Ancorato Target 25 Distribution ETF XXV Stock Holding History

Brookwood Investment Group’s Portfolio XXV Stock Details XXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05M Buy
86,497
+16,616
+24% +$393K 0.23% 92
2026
Q1 		$1.58M Buy
+69,881
New +$1.72M 0.2% 114

Other funds holding XXV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
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
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Brookwood Investment Group increased its Simplify Ancorato Target 25 Distribution ETF (XXV) stake by 24% in Q2 2026, buying an estimated $393K and bringing the position to 86,497 shares worth $2.05M. The position accounts for 0.23% of the portfolio, ranked #92.

Brookwood Investment Group first reported a position in XXV in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold XXV as of Q2 2026.

  • Brookwood Investment Group held 86,497 shares of Simplify Ancorato Target 25 Distribution ETF worth $2.05M as of Q2 2026.
  • Brookwood Investment Group bought 16,616 Simplify Ancorato Target 25 Distribution ETF shares in Q2 2026, an estimated $393K.
  • Simplify Ancorato Target 25 Distribution ETF made up 0.23% of Brookwood Investment Group's portfolio in Q2 2026, its #92 holding.
  • Brookwood Investment Group first reported a position in Simplify Ancorato Target 25 Distribution ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

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