Envestnet Asset Management
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Envestnet Asset Management’s Simplify US Equity Income ETF SPUC Stock Holding History

Envestnet Asset Management’s Portfolio SPUC Stock Details SPUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,811
Closed -$515K – 4058
2022
Q1 		$515K Sell
15,811
-234
-1% -$7.52K ﹤0.01% 3106
2021
Q4 		$567K Buy
+16,045
New +$549K ﹤0.01% 2994

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AWM
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M1FG
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UBS Group
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Envestnet Asset Management's SPUC Position: Q2 2022 in Review

Envestnet Asset Management sold out of Simplify US Equity Income ETF (SPUC) in Q2 2022, closing a stake of 15,811 shares — an estimated $515K sold.

Envestnet Asset Management first reported a position in SPUC in Q4 2021 and held it in 2 quarters. The position peaked at $567K in Q4 2021. 8 funds tracked by Wall St. Rank hold SPUC as of Q2 2022.

  • Envestnet Asset Management reported no remaining Simplify US Equity Income ETF position as of Q2 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 15,811 Simplify US Equity Income ETF shares in Q2 2022, an estimated $515K.
  • Envestnet Asset Management first reported a position in Simplify US Equity Income ETF in Q4 2021 and held it in 2 quarters.
  • Envestnet Asset Management's Simplify US Equity Income ETF position peaked at $567K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held Simplify US Equity Income ETF as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.