32,877 Shares in Simplify Target 15 Distribution ETF $XV Bought by Winnacle Wealth LLC

Winnacle Wealth LLC acquired a new stake in Simplify Target 15 Distribution ETF (NYSEARCA:XV) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 32,877 shares of the company’s stock, valued at approximately $792,000. Winnacle Wealth LLC owned approximately 0.76% of Simplify Target 15 Distribution ETF at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Envestnet Asset Management Inc. raised its position in Simplify Target 15 Distribution ETF by 48.3% in the second quarter. Envestnet Asset Management Inc. now owns 263,327 shares of the company’s stock worth $6,525,000 after acquiring an additional 85,719 shares in the last quarter. Mather Group LLC. bought a new position in shares of Simplify Target 15 Distribution ETF during the 3rd quarter valued at about $1,059,000. Claris Financial LLC bought a new position in shares of Simplify Target 15 Distribution ETF during the 4th quarter valued at about $898,000. Brookstone Capital Management acquired a new position in shares of Simplify Target 15 Distribution ETF in the 1st quarter worth approximately $358,000. Finally, Legacy Wealth Managment LLC ID grew its stake in shares of Simplify Target 15 Distribution ETF by 3,112.1% in the 2nd quarter. Legacy Wealth Managment LLC ID now owns 11,917 shares of the company’s stock worth $295,000 after purchasing an additional 11,546 shares during the last quarter.

Simplify Target 15 Distribution ETF Trading Down 1.0%

NYSEARCA XV opened at $23.85 on Thursday. The company’s 50 day simple moving average is $24.57 and its 200 day simple moving average is $24.54. Simplify Target 15 Distribution ETF has a 12 month low of $23.40 and a 12 month high of $27.47.

Simplify Target 15 Distribution ETF Profile

The Simplify Target 15 Distribution ETF (XV) is an actively managed exchange-traded fund that seeks to provide a 15% annualized distribution rate, paid monthly. The fund employs a strategy of selling barrier put options based on the worst-performing of three reference indices: S&P 500, Nasdaq 100, and Russell 2000. This approach aims to generate higher income levels compared to traditional fixed-income products, with defined downside risk through barrier levels. The fund offers a unique source of monthly income differentiated from traditional fixed income or volatility selling strategies.