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
Q1 		$1.2M Buy
+52,876
New +$1.3M ﹤0.01% 3351

Other funds holding XXV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return