Simplify Exchange Traded Fun shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) 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
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 167k | 22.91 |
| 2025-06-30 | $1.6M | 70k | 23.32 |
| 2025-03-31 | $639k | 28k | 22.94 |
| 2024-12-31 | $1.1M | 50k | 21.81 |
| 2024-09-30 | $766k | 32k | 23.74 |
| 2023-03-31 | $324k | 15k | 21.93 |
| 2022-12-31 | $257k | 12k | 21.38 |
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