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Showing 8 of 11 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in SIMPLIFY EXCHANGE TRADED FUN

ENVESTNET ASSET MANAGEMENT INC holds 1.7M shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $35M as of 2026-Q2. The position was increased (+10.6% shares). CDX represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$35M

Current Shares

1.7M

Total Value Change

+$34.2M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+10.6%
$35M0.0%$20.99
32
2026-Q1
Increased
1.5M
+9.3%
$31.9M0.0%$20.82
32
2025-Q4
Increased
1.4M
+718.2%
$30.5M0.0%$21.29
46
2025-Q3
Increased
167,395
+139.8%
$3.8M0.0%$21.47
43
2025-Q2
Increased
69,813
+150.8%
$1.6M0.0%$21.43
41
2025-Q1
Decreased
27,835
-44.8%
$638,5310.0%$20.67
0
2024-Q4
Increased
50,406
+56.1%
$1.1M0.0%$19.44
36
2024-Q3
New
32,287
-
$766,3900.0%$19.90
34

Other major holders of CDX: AE Wealth Management LLC

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