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Simplify Exchange Traded Fun shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) 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
2024-06-30 $48M 952k 50.36
2024-03-31 $42M 821k 50.91

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Asset Management

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Mml Investors Services
Envestnet Asset Management
Mill Creek Capital Advisors
Simplify Asset Management
Wells Fargo & Company
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management
Park Edge Advisors
Aprio Wealth Management
First American Trust

View all funds holding Simplify Exchange Traded Fun