NS
XV

NBC Securities’s Simplify Target 15 Distribution ETF XV Stock Holding History

NBC Securities’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 		$322K Buy
13,002
+7,117
+121% +$175K 0.02% 689
2026
Q1 		$139K Buy
5,885
+3,887
+195% +$96.9K 0.01% 977
2025
Q4 		$50.7K Buy
+1,998
New +$53K ﹤0.01% 1351

Other funds holding XV

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

NBC Securities's XV Position: Q2 2026 in Review

NBC Securities increased its Simplify Target 15 Distribution ETF (XV) stake by 121% in Q2 2026, buying an estimated $175K and bringing the position to 13,002 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #689.

NBC Securities first reported a position in XV in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • NBC Securities held 13,002 shares of Simplify Target 15 Distribution ETF worth $322K as of Q2 2026.
  • NBC Securities bought 7,117 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $175K.
  • Simplify Target 15 Distribution ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #689 holding.
  • NBC Securities first reported a position in Simplify Target 15 Distribution ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.