PS
XV

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

Principal 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 		$8.14M Buy
328,521
+99,007
+43% +$2.43M 0.1% 186
2026
Q1 		$5.41M Buy
229,514
+150,408
+190% +$3.75M 0.08% 241
2025
Q4 		$2.01M Buy
79,106
+69,760
+746% +$1.85M 0.03% 475
2025
Q3 		$249K Buy
+9,346
New +$250K ﹤0.01% 1197

Other funds holding XV

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Principal Securities's XV Position: Q2 2026 in Review

Principal Securities increased its Simplify Target 15 Distribution ETF (XV) stake by 43% in Q2 2026, buying an estimated $2.43M and bringing the position to 328,521 shares worth $8.14M. The position accounts for 0.1% of the portfolio, ranked #186.

Principal Securities first reported a position in XV in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Principal Securities held 328,521 shares of Simplify Target 15 Distribution ETF worth $8.14M as of Q2 2026.
  • Principal Securities bought 99,007 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $2.43M.
  • Simplify Target 15 Distribution ETF made up 0.1% of Principal Securities's portfolio in Q2 2026, its #186 holding.
  • Principal Securities first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.