OL
XV

Owen LaRue’s Simplify Target 15 Distribution ETF XV Stock Holding History

Owen LaRue’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 		$1.99M Sell
80,307
-188
-0.2% -$4.61K 0.69% 44
2026
Q1 		$1.9M Sell
80,495
-53,314
-40% -$1.33M 0.73% 34
2025
Q4 		$3.39M Buy
+133,809
New +$3.55M 1.29% 21

Other funds holding XV

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Owen LaRue's XV Position: Q2 2026 in Review

Owen LaRue reduced its Simplify Target 15 Distribution ETF (XV) stake by 0.23% in Q2 2026, selling an estimated $4.61K and leaving 80,307 shares worth $1.99M. The position accounts for 0.69% of the portfolio, ranked #44.

Owen LaRue first reported a position in XV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.39M in Q4 2025. 5 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Owen LaRue held 80,307 shares of Simplify Target 15 Distribution ETF worth $1.99M as of Q2 2026.
  • Owen LaRue sold 188 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $4.61K.
  • Simplify Target 15 Distribution ETF made up 0.69% of Owen LaRue's portfolio in Q2 2026, its #44 holding.
  • Owen LaRue first reported a position in Simplify Target 15 Distribution ETF in Q4 2025 and has held it in 3 quarters since.
  • Owen LaRue's Simplify Target 15 Distribution ETF position peaked at $3.39M in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.