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CDXCDX
3 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in SIMPLIFY EXCHANGE TRADED FUN

Envestnet Portfolio Solutions, Inc. holds 267,497 shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $5.6M as of 2026-Q2. The position was increased (+10.7% shares). CDX represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$5.6M

Current Shares

267,497

Total Value Change

+$714,654

Total Shares Change

+45,904

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
267,497
+10.7%
$5.6M0.0%$20.99
30
2026-Q1
Increased
241,758
+9.1%
$5.2M0.0%$20.82
29
2025-Q4
New
221,593
-
$4.9M0.0%$21.29
37

Other major holders of CDX: ENVESTNET ASSET MANAGEMENT INC, AE Wealth Management LLC

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