Envestnet Asset Management’s Simplify US Equity PLUS QIS ETF SPQ Stock Holding History

Envestnet Asset Management’s Portfolio SPQ Stock Details SPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,197	Closed	-$623K	–	4546
2025 Q1	$623K	Buy	+25,197	New	+$680K	﹤0.01%	3487

Envestnet Asset Management's SPQ Position: Q2 2025 in Review

Envestnet Asset Management sold out of Simplify US Equity PLUS QIS ETF (SPQ) in Q2 2025, closing a stake of 25,197 shares — an estimated $623K sold.

Envestnet Asset Management first reported a position in SPQ in Q1 2025 and held it in 1 quarter. The position peaked at $623K in Q1 2025. 0 funds tracked by Wall St. Rank hold SPQ as of Q2 2025.

Envestnet Asset Management reported no remaining Simplify US Equity PLUS QIS ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Asset Management sold 25,197 Simplify US Equity PLUS QIS ETF shares in Q2 2025, an estimated $623K.
Envestnet Asset Management first reported a position in Simplify US Equity PLUS QIS ETF in Q1 2025 and held it in 1 quarter.
Envestnet Asset Management's Simplify US Equity PLUS QIS ETF position peaked at $623K in Q1 2025.
0 funds tracked by Wall St. Rank held Simplify US Equity PLUS QIS ETF as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.