Claris Financial LLC Takes Position in Simplify Target 15 Distribution ETF $XV

Claris Financial LLC purchased a new position in Simplify Target 15 Distribution ETF (NYSEARCA:XV) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 35,404 shares of the company’s stock, valued at approximately $898,000.

Other large investors also recently modified their holdings of the company. CreativeOne Wealth LLC grew its holdings in shares of Simplify Target 15 Distribution ETF by 34.1% in the fourth quarter. CreativeOne Wealth LLC now owns 208,639 shares of the company’s stock worth $5,293,000 after acquiring an additional 53,082 shares during the period. Principal Securities Inc. boosted its position in Simplify Target 15 Distribution ETF by 746.4% in the fourth quarter. Principal Securities Inc. now owns 79,106 shares of the company’s stock worth $2,007,000 after purchasing an additional 69,760 shares during the last quarter. OLD Mission Capital LLC boosted its position in Simplify Target 15 Distribution ETF by 5.2% in the fourth quarter. OLD Mission Capital LLC now owns 46,948 shares of the company’s stock worth $1,191,000 after purchasing an additional 2,331 shares during the last quarter. Brookwood Investment Group LLC grew its stake in shares of Simplify Target 15 Distribution ETF by 32.9% during the 4th quarter. Brookwood Investment Group LLC now owns 42,911 shares of the company’s stock valued at $1,089,000 after purchasing an additional 10,616 shares during the period. Finally, Millington Financial Advisors LLC bought a new stake in shares of Simplify Target 15 Distribution ETF during the 4th quarter valued at about $664,000.

Simplify Target 15 Distribution ETF Stock Up 1.0%

NYSEARCA XV opened at $24.92 on Friday. Simplify Target 15 Distribution ETF has a 52 week low of $23.40 and a 52 week high of $27.47. The company has a 50-day moving average price of $24.58 and a 200-day moving average price of $25.00.

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.