MFA
XXV

Millington Financial Advisors’s Simplify Ancorato Target 25 Distribution ETF XXV Stock Holding History

Millington Financial Advisors’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
Q2 		$918K Buy
39,728
+15,527
+64% +$367K 0.36% 60
2026
Q1 		$564K Buy
24,201
+15,715
+185% +$386K 0.24% 73
2025
Q4 		$209K Buy
+8,486
New +$217K 0.09% 110

Other funds holding XXV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Millington Financial Advisors increased its Simplify Ancorato Target 25 Distribution ETF (XXV) stake by 64% in Q2 2026, buying an estimated $367K and bringing the position to 39,728 shares worth $918K. The position accounts for 0.36% of the portfolio, ranked #60.

Millington Financial Advisors first reported a position in XXV in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold XXV as of Q2 2026.

  • Millington Financial Advisors held 39,728 shares of Simplify Ancorato Target 25 Distribution ETF worth $918K as of Q2 2026.
  • Millington Financial Advisors bought 15,527 Simplify Ancorato Target 25 Distribution ETF shares in Q2 2026, an estimated $367K.
  • Simplify Ancorato Target 25 Distribution ETF made up 0.36% of Millington Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Millington Financial Advisors first reported a position in Simplify Ancorato Target 25 Distribution ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

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