VAG
XXV

VisionPoint Advisory Group’s Simplify Ancorato Target 25 Distribution ETF XXV Stock Holding History

VisionPoint Advisory Group’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 		– Sell
-8,907
Closed -$227K – 485
2025
Q4 		$227K Buy
+8,907
New +$228K 0.04% 360

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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

VisionPoint Advisory Group's XXV Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of Simplify Ancorato Target 25 Distribution ETF (XXV) in Q1 2026, closing a stake of 8,907 shares — an estimated $227K sold.

VisionPoint Advisory Group first reported a position in XXV in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 8 funds tracked by Wall St. Rank hold XXV as of Q1 2026.

  • VisionPoint Advisory Group reported no remaining Simplify Ancorato Target 25 Distribution ETF position as of Q1 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 8,907 Simplify Ancorato Target 25 Distribution ETF shares in Q1 2026, an estimated $227K.
  • VisionPoint Advisory Group first reported a position in Simplify Ancorato Target 25 Distribution ETF in Q4 2025 and held it in 1 quarter.
  • VisionPoint Advisory Group's Simplify Ancorato Target 25 Distribution ETF position peaked at $227K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Simplify Ancorato Target 25 Distribution ETF as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.