EWM
XV

Evolution Wealth Management’s Simplify Target 15 Distribution ETF XV Stock Holding History

Evolution Wealth 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
2025
Q4 		– Sell
-1,452
Closed -$38.6K – 789
2025
Q3 		$38.6K Buy
+1,452
New +$38.8K 0.04% 225

Other funds holding XV

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evolution Wealth Management's XV Position: Q4 2025 in Review

Evolution Wealth Management sold out of Simplify Target 15 Distribution ETF (XV) in Q4 2025, closing a stake of 1,452 shares — an estimated $38.6K sold.

Evolution Wealth Management first reported a position in XV in Q3 2025 and held it in 1 quarter. The position peaked at $38.6K in Q3 2025. 15 funds tracked by Wall St. Rank hold XV as of Q4 2025.

  • Evolution Wealth Management reported no remaining Simplify Target 15 Distribution ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 1,452 Simplify Target 15 Distribution ETF shares in Q4 2025, an estimated $38.6K.
  • Evolution Wealth Management first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Simplify Target 15 Distribution ETF position peaked at $38.6K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.