PS
XXV

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
Q1 		$1.2M Buy
+52,876
New +$1.3M 0.02% 667

Other funds holding XXV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Principal Securities's XXV Position: Q1 2026 in Review

Principal Securities opened a new position in Simplify Ancorato Target 25 Distribution ETF (XXV) in Q1 2026: 52,876 shares worth $1.2M. The stake represents 0.02% of the portfolio and ranks #667 among its holdings.

8 funds tracked by Wall St. Rank hold XXV as of Q1 2026.

  • Principal Securities held 52,876 shares of Simplify Ancorato Target 25 Distribution ETF worth $1.2M as of Q1 2026.
  • Simplify Ancorato Target 25 Distribution ETF was a new Principal Securities position in Q1 2026.
  • Simplify Ancorato Target 25 Distribution ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #667 holding.
  • 8 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.