Envestnet Asset Management
XXV

Envestnet Asset Management’s Simplify Ancorato Target 25 Distribution ETF XXV Stock Holding History

Envestnet Asset Management’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 		$2.48M Buy
104,778
+51,902
+98% +$1.23M ﹤0.01% 3003
2026
Q1 		$1.2M Buy
+52,876
New +$1.3M ﹤0.01% 3351

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
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
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
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

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

Envestnet Asset Management increased its Simplify Ancorato Target 25 Distribution ETF (XXV) stake by 98% in Q2 2026, buying an estimated $1.23M and bringing the position to 104,778 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

Envestnet Asset Management first reported a position in XXV in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold XXV as of Q2 2026.

  • Envestnet Asset Management held 104,778 shares of Simplify Ancorato Target 25 Distribution ETF worth $2.48M as of Q2 2026.
  • Envestnet Asset Management bought 51,902 Simplify Ancorato Target 25 Distribution ETF shares in Q2 2026, an estimated $1.23M.
  • Simplify Ancorato Target 25 Distribution ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3003 holding.
  • Envestnet Asset Management first reported a position in Simplify Ancorato Target 25 Distribution ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

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