Claris Financial
XV icon

Claris Financial’s Simplify Target 15 Distribution ETF XV Stock Holding History

Claris Financial’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
Q1 		– Sell
-35,404
Closed -$898K – 197
2025
Q4 		$898K Sell
35,404
-403
-1% -$10.7K 0.48% 54
2025
Q3 		$953K Buy
+35,807
New +$956K 0.54% 46

Other funds holding XV

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Owen LaRue
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Millington Financial Advisors
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Claris Financial's XV Position: Q1 2026 in Review

Claris Financial sold out of Simplify Target 15 Distribution ETF (XV) in Q1 2026, closing a stake of 35,404 shares — an estimated $898K sold.

Claris Financial first reported a position in XV in Q3 2025 and held it in 2 quarters. The position peaked at $953K in Q3 2025. 18 funds tracked by Wall St. Rank hold XV as of Q1 2026.

  • Claris Financial reported no remaining Simplify Target 15 Distribution ETF position as of Q1 2026 after selling out during the quarter.
  • Claris Financial sold 35,404 Simplify Target 15 Distribution ETF shares in Q1 2026, an estimated $898K.
  • Claris Financial first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and held it in 2 quarters.
  • Claris Financial's Simplify Target 15 Distribution ETF position peaked at $953K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.