CA
XV

Clearstead Advisors’s Simplify Target 15 Distribution ETF XV Stock Holding History

Clearstead Advisors’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 		$1.86K Sell
75
-500
-87% -$12.3K ﹤0.01% 2510
2026
Q1 		$13.5K Buy
575
+40
+7% +$997 ﹤0.01% 1528
2025
Q4 		$13.6K Buy
+535
New +$14.2K ﹤0.01% 1817

Other funds holding XV

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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Clearstead Advisors's XV Position: Q2 2026 in Review

Clearstead Advisors reduced its Simplify Target 15 Distribution ETF (XV) stake by 87% in Q2 2026, selling an estimated $12.3K and leaving 75 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Clearstead Advisors first reported a position in XV in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q4 2025. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Clearstead Advisors held 75 shares of Simplify Target 15 Distribution ETF worth $1.86K as of Q2 2026.
  • Clearstead Advisors sold 500 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $12.3K.
  • Simplify Target 15 Distribution ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2510 holding.
  • Clearstead Advisors first reported a position in Simplify Target 15 Distribution ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Simplify Target 15 Distribution ETF position peaked at $13.6K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.