Wells Fargo
XV

Wells Fargo’s Simplify Target 15 Distribution ETF XV Stock Holding History

Wells Fargo’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 		$28 Hold
1
– – ﹤0.01% 6865
2026
Q1 		$25 Buy
+1
New +$25 ﹤0.01% 6755
2025
Q4 		– Sell
-1
Closed -$27 – 6960
2025
Q3 		$18 Buy
+1
New +$27 ﹤0.01% 6731

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

Wells Fargo's XV Position: Q2 2026 in Review

Wells Fargo held its Simplify Target 15 Distribution ETF (XV) position steady in Q2 2026 at 1 share worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #6865.

Wells Fargo first reported a position in XV in Q3 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold XV as of Q2 2026.

  • Wells Fargo held 1 share of Simplify Target 15 Distribution ETF worth $28 as of Q2 2026.
  • Wells Fargo left its Simplify Target 15 Distribution ETF share count unchanged in Q2 2026.
  • Simplify Target 15 Distribution ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6865 holding.
  • Wells Fargo first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.