WAM
XV

WealthCare Asset Management’s Simplify Target 15 Distribution ETF XV Stock Holding History

WealthCare Asset Management’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 		$527K Buy
21,266
+10,745
+102% +$264K 0.22% 47
2026
Q1 		$248K Buy
+10,521
New +$262K 0.26% 31

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

WealthCare Asset Management's XV Position: Q2 2026 in Review

WealthCare Asset Management increased its Simplify Target 15 Distribution ETF (XV) stake by 102% in Q2 2026, buying an estimated $264K and bringing the position to 21,266 shares worth $527K. The position accounts for 0.22% of the portfolio, ranked #47.

WealthCare Asset Management first reported a position in XV in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • WealthCare Asset Management held 21,266 shares of Simplify Target 15 Distribution ETF worth $527K as of Q2 2026.
  • WealthCare Asset Management bought 10,745 Simplify Target 15 Distribution ETF shares in Q2 2026, an estimated $264K.
  • Simplify Target 15 Distribution ETF made up 0.22% of WealthCare Asset Management's portfolio in Q2 2026, its #47 holding.
  • WealthCare Asset Management first reported a position in Simplify Target 15 Distribution ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on WealthCare Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.