Simplify Asset Management’s Simplify Ancorato Target 25 Distribution ETF XXV Stock Holding History

Simplify Asset Management’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	$2.76M	Sell	116,500 -8,500	-7%	-$201K	0.04%	53
2026 Q1	$2.83M	Hold	125,000	–	–	0.04%	46
2025 Q4	$3.18M	Buy	+125,000	New	+$3.2M	0.05%	47

Other funds holding XXV

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Simplify Asset Management's XXV Position: Q2 2026 in Review

Simplify Asset Management reduced its Simplify Ancorato Target 25 Distribution ETF (XXV) stake by 6.8% in Q2 2026, selling an estimated $201K and leaving 116,500 shares worth $2.76M. The position accounts for 0.04% of the portfolio, ranked #53.

Simplify Asset Management first reported a position in XXV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.18M in Q4 2025. 2 funds tracked by Wall St. Rank hold XXV as of Q2 2026.

Simplify Asset Management held 116,500 shares of Simplify Ancorato Target 25 Distribution ETF worth $2.76M as of Q2 2026.
Simplify Asset Management sold 8,500 Simplify Ancorato Target 25 Distribution ETF shares in Q2 2026, an estimated $201K.
Simplify Ancorato Target 25 Distribution ETF made up 0.04% of Simplify Asset Management's portfolio in Q2 2026, its #53 holding.
Simplify Asset Management first reported a position in Simplify Ancorato Target 25 Distribution ETF in Q4 2025 and has held it in 3 quarters since.
Simplify Asset Management's Simplify Ancorato Target 25 Distribution ETF position peaked at $3.18M in Q4 2025.
2 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.