Winnow Wealth’s Simplify Target 15 Distribution ETF XV Stock Holding History

Winnow Wealth’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 Q3	$792K	Buy	+32,877	New	+$811K	0.52%	67

Other funds holding XV

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Winnow Wealth's XV Position: Q3 2026 in Review

Winnow Wealth opened a new position in Simplify Target 15 Distribution ETF (XV) in Q3 2026: 32,877 shares worth $792K. The stake represents 0.52% of the portfolio and ranks #67 among its holdings.

3 funds tracked by Wall St. Rank hold XV as of Q3 2026.

Winnow Wealth held 32,877 shares of Simplify Target 15 Distribution ETF worth $792K as of Q3 2026.
Simplify Target 15 Distribution ETF was a new Winnow Wealth position in Q3 2026.
Simplify Target 15 Distribution ETF made up 0.52% of Winnow Wealth's portfolio in Q3 2026, its #67 holding.
3 funds tracked by Wall St. Rank held Simplify Target 15 Distribution ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.