Principal Securities
XXV icon

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

Principal 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 		$2.53M Buy
107,055
+54,179
+102% +$1.28M 0.03% 469
2026
Q1 		$1.2M Buy
+52,876
New +$1.3M 0.02% 667

Other funds holding XXV

Legacy Wealth Management (Idaho)
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
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Millington Financial Advisors
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Principal Securities's XXV Position: Q2 2026 in Review

Principal Securities increased its Simplify Ancorato Target 25 Distribution ETF (XXV) stake by 102% in Q2 2026, buying an estimated $1.28M and bringing the position to 107,055 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #469.

Principal Securities first reported a position in XXV in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold XXV as of Q2 2026.

  • Principal Securities held 107,055 shares of Simplify Ancorato Target 25 Distribution ETF worth $2.53M as of Q2 2026.
  • Principal Securities bought 54,179 Simplify Ancorato Target 25 Distribution ETF shares in Q2 2026, an estimated $1.28M.
  • Simplify Ancorato Target 25 Distribution ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #469 holding.
  • Principal Securities first reported a position in Simplify Ancorato Target 25 Distribution ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

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