CP
XXV

Castleview Partners’s Simplify Ancorato Target 25 Distribution ETF XXV Stock Holding History

Castleview Partners’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 		$1.41M Sell
59,713
-11,295
-16% -$267K 0.62% 35
2026
Q1 		$1.61M Buy
71,008
+26,303
+59% +$646K 0.82% 26
2025
Q4 		$1.14M Buy
+44,705
New +$1.14M 0.56% 41

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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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

Castleview Partners's XXV Position: Q2 2026 in Review

Castleview Partners reduced its Simplify Ancorato Target 25 Distribution ETF (XXV) stake by 16% in Q2 2026, selling an estimated $267K and leaving 59,713 shares worth $1.41M. The position accounts for 0.62% of the portfolio, ranked #35.

Castleview Partners first reported a position in XXV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q1 2026. 11 funds tracked by Wall St. Rank hold XXV as of Q2 2026.

  • Castleview Partners held 59,713 shares of Simplify Ancorato Target 25 Distribution ETF worth $1.41M as of Q2 2026.
  • Castleview Partners sold 11,295 Simplify Ancorato Target 25 Distribution ETF shares in Q2 2026, an estimated $267K.
  • Simplify Ancorato Target 25 Distribution ETF made up 0.62% of Castleview Partners's portfolio in Q2 2026, its #35 holding.
  • Castleview Partners first reported a position in Simplify Ancorato Target 25 Distribution ETF in Q4 2025 and has held it in 3 quarters since.
  • Castleview Partners's Simplify Ancorato Target 25 Distribution ETF position peaked at $1.61M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.