CW
XV

CreativeOne Wealth’s Simplify Target 15 Distribution ETF XV Stock Holding History

CreativeOne Wealth’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 		$6.24M Buy
251,782
+86,688
+53% +$2.13M 0.13% 133
2026
Q1 		$3.89M Sell
165,094
-43,545
-21% -$1.09M 0.09% 214
2025
Q4 		$5.29M Buy
208,639
+53,082
+34% +$1.41M 0.13% 141
2025
Q3 		$4.14M Buy
155,557
+32,405
+26% +$865K 0.1% 184
2025
Q2 		$3.28M Buy
+123,152
New +$3.2M 0.09% 218

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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CreativeOne Wealth's XV Position: Q2 2026 in Review

CreativeOne Wealth increased its Simplify Target 15 Distribution ETF (XV) stake by 53% in Q2 2026, buying an estimated $2.13M and bringing the position to 251,782 shares worth $6.24M. The position accounts for 0.13% of the portfolio, ranked #133.

CreativeOne Wealth first reported a position in XV in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • CreativeOne Wealth held 251,782 shares of Simplify Target 15 Distribution ETF worth $6.24M as of Q2 2026.
  • CreativeOne Wealth bought 86,688 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $2.13M.
  • Simplify Target 15 Distribution ETF made up 0.13% of CreativeOne Wealth's portfolio in Q2 2026, its #133 holding.
  • CreativeOne Wealth first reported a position in Simplify Target 15 Distribution ETF in Q2 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.