Strategic Blueprint
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Strategic Blueprint’s Simplify Target 15 Distribution ETF XV Stock Holding History

Strategic Blueprint’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 		– Sell
-8,715
Closed -$205K – 733
2026
Q1 		$205K Buy
+8,715
New +$217K 0.01% 625

Other funds holding XV

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return
Owen LaRue
Owen LaRue Elizabethtown, Kentucky $303M AUM 22.05% 1-Year Est. Return
Millington Financial Advisors
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Strategic Blueprint's XV Position: Q2 2026 in Review

Strategic Blueprint sold out of Simplify Target 15 Distribution ETF (XV) in Q2 2026, closing a stake of 8,715 shares — an estimated $205K sold.

Strategic Blueprint first reported a position in XV in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Strategic Blueprint reported no remaining Simplify Target 15 Distribution ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Blueprint sold 8,715 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $205K.
  • Strategic Blueprint first reported a position in Simplify Target 15 Distribution ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Blueprint's Simplify Target 15 Distribution ETF position peaked at $205K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.