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
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 $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo's XV Position: Q1 2026 in Review

Wells Fargo opened a new position in Simplify Target 15 Distribution ETF (XV) in Q1 2026: 1 share worth $25. The stake represents ﹤0.01% of the portfolio and ranks #6755 among its holdings. This is a return to the name: Wells Fargo previously reported a position in XV as recently as Q3 2025.

Wells Fargo first reported a position in XV in Q3 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold XV as of Q1 2026.

  • Wells Fargo held 1 share of Simplify Target 15 Distribution ETF worth $25 as of Q1 2026.
  • Simplify Target 15 Distribution ETF was a new Wells Fargo position in Q1 2026.
  • Simplify Target 15 Distribution ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6755 holding.
  • Wells Fargo first reported a position in Simplify Target 15 Distribution ETF in Q3 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.