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SVOLSVOL
Showing 8 of 14 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 38,824 shares of SVOL (SIMPLIFY EXCHANGE TRADED FUN), worth $622,734 as of 2026-Q2. The position was increased (+17.2% shares). SVOL represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$622,734

Current Shares

38,824

Total Value Change

-$720,601

Total Shares Change

-22,348

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
38,824
+17.2%
$622,7340.0%$15.76
28
2026-Q1
Increased
33,132
+3.9%
$508,2390.0%$14.30
25
2025-Q4
Increased
31,888
+9.8%
$559,9580.0%$15.53
27
2025-Q3
New
29,043
-
$522,7790.0%$15.12
33
2025-Q2
Exited
0
-100.0%
$00.0%$14.68
0
2025-Q1
Decreased
10,100
-86.4%
$183,6260.0%$13.79
0
2024-Q4
Increased
74,488
+21.8%
$1.5M0.0%$15.16
31
2024-Q3
New
61,172
-
$1.3M0.0%$15.42
35

Other major holders of SVOL: AE Wealth Management LLC, OneDigital Investment Advisors LLC

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