SB
XV

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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

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.