Back to ENVESTNET ASSET MANAGEMENT INC ENVESTNET ASSET MANAGEMENT INC

CRDTCRDT
5 quarters

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

No. Envestnet exited its CRDT (Simplify Exchange Traded Fun) position in Q2 2026. Its Q1 2026 13F listed 23,859 shares worth $537,524. Envestnet first reported CRDT in Q2 2025 and held it in 4 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$598,598

Total Shares Change

-25,051

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Exited
0
-100.0%
$00.0%$23.05
0
2026-Q1
Decreased
23,859
-12.9%
$537,5240.0%$21.79
0
2025-Q4
Increased
27,390
+9.1%
$638,4720.0%$22.22
27
2025-Q3
Increased
25,102
+0.2%
$593,9060.0%$22.18
24
2025-Q2
New
25,051
-
$598,5980.0%$22.02
34

Other major holders of CRDT: NorthCoast Asset Management LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used