MAWAG
XV

Mid-American Wealth Advisory Group’s Simplify Target 15 Distribution ETF XV Stock Holding History

Mid-American Wealth Advisory 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
2025
Q4 		– Sell
-15,612
Closed -$415K – 59
2025
Q3 		$415K Buy
+15,612
New +$417K 0.19% 38

Other funds holding XV

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
PS
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mid-American Wealth Advisory Group's XV Position: Q4 2025 in Review

Mid-American Wealth Advisory Group sold out of Simplify Target 15 Distribution ETF (XV) in Q4 2025, closing a stake of 15,612 shares — an estimated $415K sold.

Mid-American Wealth Advisory Group first reported a position in XV in Q3 2025 and held it in 1 quarter. The position peaked at $415K in Q3 2025. 15 funds tracked by Wall St. Rank hold XV as of Q4 2025.

  • Mid-American Wealth Advisory Group reported no remaining Simplify Target 15 Distribution ETF position as of Q4 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 15,612 Simplify Target 15 Distribution ETF shares in Q4 2025, an estimated $415K.
  • Mid-American Wealth Advisory Group first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Simplify Target 15 Distribution ETF position peaked at $415K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q4 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.