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
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 $206B AUM 31.61% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) increased its Simplify Ancorato Target 25 Distribution ETF (XXV) stake by 35% in Q1 2026, buying an estimated $5.73M and bringing the position to 895,642 shares worth $20.3M. The position accounts for 10.09% of the portfolio, ranked #1.

Legacy Wealth Management (Idaho) first reported a position in XXV in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold XXV as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 895,642 shares of Simplify Ancorato Target 25 Distribution ETF worth $20.3M as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 233,190 Simplify Ancorato Target 25 Distribution ETF shares in Q1 2026, an estimated $5.73M.
  • Simplify Ancorato Target 25 Distribution ETF made up 10.09% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Ancorato Target 25 Distribution ETF in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q1 2026.

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