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Simplify Exchange Traded Fun shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Simplify Exchange Traded Fun

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20251M2M3M4M50k100k150k
Value ($)Share countHistorical HEQT position of Envestnet Asset Management Source: stockzoa.comValue ($)Share count

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
2024-12-31 $3.6M 121k 29.48
2024-09-30 $912k 32k 28.88
2024-06-30 $896k 32k 27.67
2024-03-31 $1.6M 62k 26.49
2023-09-30 $1.9M 78k 24.37
2023-06-30 $2.0M 81k 24.81
2023-03-31 $1.6M 68k 23.63
2022-12-31 $1.4M 60k 22.57
2022-09-30 $4.2M 186k 22.79
2022-06-30 $4.1M 177k 23.00
2022-03-31 $1.1M 45k 24.53