Envestnet Asset Management
LITL

Envestnet Asset Management’s Simplify Piper Sandler US Small-Cap PLUS Income ETF LITL Stock Holding History

Envestnet Asset Management’s Portfolio LITL Stock Details LITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Buy
52,650
+736
+1% +$22K ﹤0.01% 3208
2025
Q4 		$1.53M Sell
51,914
-489
-0.9% -$14.1K ﹤0.01% 3020
2025
Q3 		$1.49M Buy
+52,403
New +$1.46M ﹤0.01% 3085

Other funds holding LITL

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Envestnet Asset Management's LITL Position: Q1 2026 in Review

Envestnet Asset Management increased its Simplify Piper Sandler US Small-Cap PLUS Income ETF (LITL) stake by 1.4% in Q1 2026, buying an estimated $22K and bringing the position to 52,650 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Envestnet Asset Management first reported a position in LITL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q4 2025. 4 funds tracked by Wall St. Rank hold LITL as of Q1 2026.

  • Envestnet Asset Management held 52,650 shares of Simplify Piper Sandler US Small-Cap PLUS Income ETF worth $1.5M as of Q1 2026.
  • Envestnet Asset Management bought 736 Simplify Piper Sandler US Small-Cap PLUS Income ETF shares in Q1 2026, an estimated $22K.
  • Simplify Piper Sandler US Small-Cap PLUS Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3208 holding.
  • Envestnet Asset Management first reported a position in Simplify Piper Sandler US Small-Cap PLUS Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's Simplify Piper Sandler US Small-Cap PLUS Income ETF position peaked at $1.53M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Simplify Piper Sandler US Small-Cap PLUS Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.