Brookwood Investment Group LLC acquired a new position in shares of Simplify Target 15 Distribution ETF (NYSEARCA:XV – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 32,295 shares of the company’s stock, valued at approximately $859,000. Brookwood Investment Group LLC owned 1.31% of Simplify Target 15 Distribution ETF as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also made changes to their positions in the company. CreativeOne Wealth LLC acquired a new stake in Simplify Target 15 Distribution ETF during the second quarter worth about $3,280,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Simplify Target 15 Distribution ETF in the 3rd quarter worth approximately $415,000. Finally, Osaic Holdings Inc. acquired a new stake in shares of Simplify Target 15 Distribution ETF during the 2nd quarter worth approximately $25,000.
Simplify Target 15 Distribution ETF Stock Performance
Shares of NYSEARCA XV opened at $25.34 on Friday. The business has a fifty day simple moving average of $26.37 and a 200 day simple moving average of $26.59. Simplify Target 15 Distribution ETF has a one year low of $24.31 and a one year high of $27.47.
About Simplify Target 15 Distribution ETF
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.
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