Envestnet Asset Management »

Simplify Exchange Traded Fun shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (QIS) 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
2025-09-30 $568k 30k 19.17
2025-06-30 $622k 28k 21.99
2025-03-31 $642k 28k 23.21

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Old Mission Capital
Matrix Trust
Envestnet Asset Management
Legacy Wealth Managment
Legacy Investment Solutions
Altiora Financial Group
Drive Wealth Management
Advisor Group Holdings
Morgan Stanley
UBS Group
Bank Of Montreal

View all funds holding Simplify Exchange Traded Fun