Simplify Exchange Traded Fun shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Simplify Exchange Traded Fun
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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 |
|---|---|---|---|
| 2025-09-30 | $4.9M | 97k | 50.35 |
| 2025-06-30 | $4.1M | 81k | 50.09 |
| 2025-03-31 | $1.8M | 37k | 50.14 |
| 2024-12-31 | $1.4M | 29k | 49.69 |
| 2024-09-30 | $1.6M | 31k | 51.48 |
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