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Simplify Exchange Traded Fun shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) 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
2025-12-31 $4.9M 222k 22.27

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Activepassive Us (APUE)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Portfolio Solutions

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
AE Wealth Management
Altiora Financial Group
Park Edge Advisors
LPL Financial
Insight Wealth Strategies
Commonwealth Equity Services
Drive Wealth Management
NewEdge Wealth
Meridian Wealth Management
CLS Investments
Prime Capital Investment Advisors
Advisor Group Holdings
Flagship Harbor Advisors
Adapt Wealth Advisors

View all funds holding Simplify Exchange Traded Fun