Simplify Exchange Traded Fun shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) 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
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $523k | 29k | 18.00 |
| 2025-03-31 | $184k | 10k | 18.18 |
| 2024-12-31 | $1.5M | 75k | 20.79 |
| 2024-09-30 | $1.3M | 61k | 21.96 |
| 2023-09-30 | $345k | 15k | 22.51 |
| 2023-06-30 | $575k | 25k | 22.95 |
| 2023-03-31 | $628k | 29k | 21.75 |
| 2022-12-31 | $1.0M | 46k | 21.90 |
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