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
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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 | $4.6M | 149k | 31.24 |
| 2025-06-30 | $11M | 355k | 30.05 |
| 2025-03-31 | $8.3M | 290k | 28.58 |
| 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 |
More positions owned by Envestnet Asset Management
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