MG
XV

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
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

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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mather Group's XV Position: Q2 2026 in Review

Mather Group increased its Simplify Target 15 Distribution ETF (XV) stake by 128% in Q2 2026, buying an estimated $550K and bringing the position to 39,890 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #380.

Mather Group first reported a position in XV in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Mather Group held 39,890 shares of Simplify Target 15 Distribution ETF worth $988K as of Q2 2026.
  • Mather Group bought 22,422 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $550K.
  • Simplify Target 15 Distribution ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #380 holding.
  • Mather Group first reported a position in Simplify Target 15 Distribution ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.