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

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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. 2 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.
2 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.