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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

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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
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