CWA
XXV

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

Crusonia Wealth Advisors’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 		$662K Buy
+28,003
New +$663K 0.11% 127

Other funds holding XXV

LWMI
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
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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Crusonia Wealth Advisors's XXV Position: Q2 2026 in Review

Crusonia Wealth Advisors opened a new position in Simplify Ancorato Target 25 Distribution ETF (XXV) in Q2 2026: 28,003 shares worth $662K. The stake represents 0.11% of the portfolio and ranks #127 among its holdings.

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

  • Crusonia Wealth Advisors held 28,003 shares of Simplify Ancorato Target 25 Distribution ETF worth $662K as of Q2 2026.
  • Simplify Ancorato Target 25 Distribution ETF was a new Crusonia Wealth Advisors position in Q2 2026.
  • Simplify Ancorato Target 25 Distribution ETF made up 0.11% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • 11 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.