Envestnet Asset Management »

Simplify Exchange Traded Fun shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) 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
2023-09-30 $2.1M 22k 95.51
2023-06-30 $3.3M 53k 62.78
2023-03-31 $3.1M 52k 60.95
2022-12-31 $827k 12k 71.61
2022-09-30 $1.1M 16k 68.21
2022-06-30 $7.3M 128k 56.47

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)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding Simplify Exchange Traded Fun

Jane Street
AE Wealth Management
Commonwealth Equity Services
BCJ Capital Management
Citadel Advisors
Park Edge Advisors
Bank Of Montreal
Simplify Asset Management
Retirement Group
Centaurus Financial
Zazove Associates
Stratos Wealth Advisors
Professional Financial Advisors
Torno Capital
Advisory Services Network

View all funds holding Simplify Exchange Traded Fun