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Simplify Exchange Traded Fun shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management 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 Asset Management 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 Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 49k 21.71
2024-06-30 $797k 38k 20.76
2024-03-31 $753k 35k 21.43

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Advisor Group Holdings
LPL Financial
Andina Capital Management
Park Edge Advisors
Principal Securities
Nwam
International Assets Investment Management
SFG Wealth Management
H D Vest Advisory Services
Napa Wealth Management
Old Mission Capital
Jane Street
Envestnet Asset Management
Legacy Wealth Managment

View all funds holding Simplify Exchange Traded Fun