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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

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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 $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