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Simplify Exchange Traded Fun shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $508k 23k 21.87
2023-12-31 $545k 24k 23.15

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding Simplify Exchange Traded Fun

BCJ Capital Management
Financial Enhancement
Hollencrest Securities
Citadel Advisors
Aprio Wealth Management
AE Wealth Management
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group
Herr Investment Group
Proficio Capital Partners
Ancora Advisors
Rockefeller Capital Management
Southern Farm Bureau Life Insurance
HighTower Advisors
New York State Common Retirement Fund

View all funds holding Simplify Exchange Traded Fun