Islay Capital Management
XV icon

Islay Capital Management’s Simplify Target 15 Distribution ETF XV Stock Holding History

Islay Capital 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
Q3 		– Sell
-5,275
Closed -$131K – 231
2026
Q2 		$131K Hold
5,275
– – 0.06% 112
2026
Q1 		$124K Buy
5,275
+1,000
+23% +$24.9K 0.06% 102
2025
Q4 		$108K Buy
4,275
+1,475
+53% +$39.1K 0.06% 97
2025
Q3 		$74.5K Buy
+2,800
New +$74.8K 0.04% 119

Other funds holding XV

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Principal Securities
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CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Legacy Wealth Management (Idaho)
Legacy Wealth Management (Idaho) Boise, Idaho $219M AUM 0.93% 1-Year Est. Return

Islay Capital Management's XV Position: Q3 2026 in Review

Islay Capital Management sold out of Simplify Target 15 Distribution ETF (XV) in Q3 2026, closing a stake of 5,275 shares — an estimated $131K sold.

Islay Capital Management first reported a position in XV in Q3 2025 and held it in 4 quarters. The position peaked at $131K in Q2 2026. 17 funds tracked by Wall St. Rank hold XV as of Q3 2026.

  • Islay Capital Management reported no remaining Simplify Target 15 Distribution ETF position as of Q3 2026 after selling out during the quarter.
  • Islay Capital Management sold 5,275 Simplify Target 15 Distribution ETF shares in Q3 2026, an estimated $131K.
  • Islay Capital Management first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and held it in 4 quarters.
  • Islay Capital Management's Simplify Target 15 Distribution ETF position peaked at $131K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q3 2026.

Based on Islay Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.