Question 1

Does Envestnet own XV stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Envestnet holds 263,327 shares of XV (Simplify Exchange Traded Fun), worth $6.5M.

Question 2

How many shares of XV does Envestnet own?

Accepted Answer

As of its Q2 2026 13F, Envestnet holds 263,327 shares of XV (Simplify Exchange Traded Fun).

Question 3

What is Envestnet's XV position worth?

Accepted Answer

As of its Q2 2026 13F, Envestnet's XV position is worth $6.5M.

Question 4

Is Envestnet buying or selling XV?

Accepted Answer

In Q2 2026, Envestnet increased its XV position by 85,719 shares (+48.3%).

Question 5

When did Envestnet first buy XV?

Accepted Answer

Envestnet first reported XV in its Q3 2025 13F and has listed it in 4 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	263,327	+48.3%	$6.5M	0.0%	$23.59	37
2026-Q1	Increased	177,608	+144.8%	$4.2M	0.0%	$21.62	43
2025-Q4	Increased	72,567	+720.3%	$1.8M	0.0%	$22.43	42
2025-Q3	New	8,846	-	$235,349	0.0%	$21.66	32

XV4 quarters

XV
4 quarters