LWMI
XXV

Legacy Wealth Management (Idaho)’s Simplify Ancorato Target 25 Distribution ETF XXV Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		$13.8M Sell
584,369
-311,273
-35% -$7.37M 5.69% 2
2026
Q1 		$20.3M Buy
895,642
+233,190
+35% +$5.73M 10.09% 1
2025
Q4 		$16.8M Buy
+662,452
New +$17M 8.06% 3

Other funds holding XXV

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XXV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its Simplify Ancorato Target 25 Distribution ETF (XXV) stake by 35% in Q2 2026, selling an estimated $7.37M and leaving 584,369 shares worth $13.8M. The position accounts for 5.69% of the portfolio, ranked #2.

Legacy Wealth Management (Idaho) first reported a position in XXV in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.3M in Q1 2026. 11 funds tracked by Wall St. Rank hold XXV as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 584,369 shares of Simplify Ancorato Target 25 Distribution ETF worth $13.8M as of Q2 2026.
  • Legacy Wealth Management (Idaho) sold 311,273 Simplify Ancorato Target 25 Distribution ETF shares in Q2 2026, an estimated $7.37M.
  • Simplify Ancorato Target 25 Distribution ETF made up 5.69% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #2 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Ancorato Target 25 Distribution ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s Simplify Ancorato Target 25 Distribution ETF position peaked at $20.3M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.