Larson Financial Group’s Simplify Target 15 Distribution ETF XV Stock Holding History

Larson Financial Group’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	$24.1K	Buy	+1,000	New	+$24.7K	﹤0.01%	2000

Other funds holding XV

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

WealthCare Asset Management Springfield, Missouri $116M AUM 24.65% 1-Year Est. Return

Larson Financial Group's XV Position: Q3 2026 in Review

Larson Financial Group opened a new position in Simplify Target 15 Distribution ETF (XV) in Q3 2026: 1,000 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #2000 among its holdings.

10 funds tracked by Wall St. Rank hold XV as of Q3 2026.

Larson Financial Group held 1,000 shares of Simplify Target 15 Distribution ETF worth $24.1K as of Q3 2026.
Simplify Target 15 Distribution ETF was a new Larson Financial Group position in Q3 2026.
Simplify Target 15 Distribution ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2000 holding.
10 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.