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

Mather 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	$1.06M	Buy	43,929 +4,039	+10%	+$100K	0.01%	363
2026 Q2	$988K	Buy	39,890 +22,422	+128%	+$550K	0.01%	380
2026 Q1	$412K	Buy	+17,468	New	+$435K	﹤0.01%	542

Other funds holding XV

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

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

Mather Group's XV Position: Q3 2026 in Review

Mather Group increased its Simplify Target 15 Distribution ETF (XV) stake by 10% in Q3 2026, buying an estimated $100K and bringing the position to 43,929 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #363.

Mather Group first reported a position in XV in Q1 2026 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold XV as of Q3 2026.

Mather Group held 43,929 shares of Simplify Target 15 Distribution ETF worth $1.06M as of Q3 2026.
Mather Group bought 4,039 Simplify Target 15 Distribution ETF shares in Q3 2026, an estimated $100K.
Simplify Target 15 Distribution ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #363 holding.
Mather Group first reported a position in Simplify Target 15 Distribution ETF in Q1 2026 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.