OMC
XV

Old Mission Capital’s Simplify Target 15 Distribution ETF XV Stock Holding History

Old Mission Capital’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 		$1.18M Sell
47,772
-287
-0.6% -$7.04K 0.02% 418
2026
Q1 		$1.13M Buy
48,059
+1,111
+2% +$27.7K 0.02% 380
2025
Q4 		$1.19M Buy
46,948
+2,331
+5% +$61.9K 0.03% 341
2025
Q3 		$1.19M Buy
+44,617
New +$1.19M 0.02% 368

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
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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

Old Mission Capital's XV Position: Q2 2026 in Review

Old Mission Capital reduced its Simplify Target 15 Distribution ETF (XV) stake by 0.6% in Q2 2026, selling an estimated $7.04K and leaving 47,772 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #418.

Old Mission Capital first reported a position in XV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q4 2025. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Old Mission Capital held 47,772 shares of Simplify Target 15 Distribution ETF worth $1.18M as of Q2 2026.
  • Old Mission Capital sold 287 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $7.04K.
  • Simplify Target 15 Distribution ETF made up 0.02% of Old Mission Capital's portfolio in Q2 2026, its #418 holding.
  • Old Mission Capital first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and has held it in 4 quarters since.
  • Old Mission Capital's Simplify Target 15 Distribution ETF position peaked at $1.19M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.