NS
XXV

NBC Securities’s Simplify Ancorato Target 25 Distribution ETF XXV Stock Holding History

NBC Securities’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 		$149K Buy
+6,304
New +$149K 0.01% 949

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
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 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

NBC Securities's XXV Position: Q2 2026 in Review

NBC Securities opened a new position in Simplify Ancorato Target 25 Distribution ETF (XXV) in Q2 2026: 6,304 shares worth $149K. The stake represents 0.01% of the portfolio and ranks #949 among its holdings.

11 funds tracked by Wall St. Rank hold XXV as of Q2 2026.

  • NBC Securities held 6,304 shares of Simplify Ancorato Target 25 Distribution ETF worth $149K as of Q2 2026.
  • Simplify Ancorato Target 25 Distribution ETF was a new NBC Securities position in Q2 2026.
  • Simplify Ancorato Target 25 Distribution ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #949 holding.
  • 11 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

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