CreativeOne Wealth’s Simplify Ancorato Target 25 Distribution ETF XXV Stock Holding History

CreativeOne Wealth’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	$519K	Buy	+21,955	New	+$519K	0.01%	782

Other funds holding XXV

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

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $609M AUM

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

CreativeOne Wealth's XXV Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Simplify Ancorato Target 25 Distribution ETF (XXV) in Q2 2026: 21,955 shares worth $519K. The stake represents 0.01% of the portfolio and ranks #782 among its holdings.

11 funds tracked by Wall St. Rank hold XXV as of Q2 2026.

CreativeOne Wealth held 21,955 shares of Simplify Ancorato Target 25 Distribution ETF worth $519K as of Q2 2026.
Simplify Ancorato Target 25 Distribution ETF was a new CreativeOne Wealth position in Q2 2026.
Simplify Ancorato Target 25 Distribution ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #782 holding.
11 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

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