Envestnet Asset Management
XV

Envestnet Asset Management’s Simplify Target 15 Distribution ETF XV Stock Holding History

Envestnet Asset Management’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 		$6.53M Buy
263,327
+85,719
+48% +$2.1M ﹤0.01% 2277
2026
Q1 		$4.18M Buy
177,608
+105,041
+145% +$2.62M ﹤0.01% 2458
2025
Q4 		$1.84M Buy
72,567
+63,721
+720% +$1.69M ﹤0.01% 2892
2025
Q3 		$235K Buy
+8,846
New +$236K ﹤0.01% 4237

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

Envestnet Asset Management's XV Position: Q2 2026 in Review

Envestnet Asset Management increased its Simplify Target 15 Distribution ETF (XV) stake by 48% in Q2 2026, buying an estimated $2.1M and bringing the position to 263,327 shares worth $6.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Envestnet Asset Management first reported a position in XV in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Envestnet Asset Management held 263,327 shares of Simplify Target 15 Distribution ETF worth $6.53M as of Q2 2026.
  • Envestnet Asset Management bought 85,719 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $2.1M.
  • Simplify Target 15 Distribution ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2277 holding.
  • Envestnet Asset Management first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.