Legacy Wealth Management (Idaho)’s Simplify Target 15 Distribution ETF XV Stock Holding History

Legacy Wealth Management (Idaho)’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 Q1	$8.74K	Buy	+371	New	+$9.25K	﹤0.01%	518

Other funds holding XV

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Simplify Target 15 Distribution ETF (XV) in Q1 2026: 371 shares worth $8.74K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings.

18 funds tracked by Wall St. Rank hold XV as of Q1 2026.

Legacy Wealth Management (Idaho) held 371 shares of Simplify Target 15 Distribution ETF worth $8.74K as of Q1 2026.
Simplify Target 15 Distribution ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
Simplify Target 15 Distribution ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #518 holding.
18 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.