MFA
XV

Millington Financial Advisors’s Simplify Target 15 Distribution ETF XV Stock Holding History

Millington Financial Advisors’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 		$1.71M Buy
69,537
+30,868
+80% +$757K 0.67% 41
2026
Q1 		$947K Buy
38,669
+12,249
+46% +$305K 0.4% 55
2025
Q4 		$664K Buy
+26,420
New +$701K 0.29% 69

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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Millington Financial Advisors's XV Position: Q2 2026 in Review

Millington Financial Advisors increased its Simplify Target 15 Distribution ETF (XV) stake by 80% in Q2 2026, buying an estimated $757K and bringing the position to 69,537 shares worth $1.71M. The position accounts for 0.67% of the portfolio, ranked #41.

Millington Financial Advisors first reported a position in XV in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Millington Financial Advisors held 69,537 shares of Simplify Target 15 Distribution ETF worth $1.71M as of Q2 2026.
  • Millington Financial Advisors bought 30,868 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $757K.
  • Simplify Target 15 Distribution ETF made up 0.67% of Millington Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Millington Financial Advisors first reported a position in Simplify Target 15 Distribution ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.