Envestnet Asset Management Inc Simplify Exchange Traded Fds H Transaction History

Envestnet Asset Management Inc

$324 Billion
Q3 2025

A detailed history of Envestnet Asset Management Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Envestnet Asset Management Inc holds 148,708 shares of HEQT stock, worth $4.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

148,708

Previous 354,510 58.05%

Holding current value

$4.7 Million

Previous $10.7 Million 56.4%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$30.02 - $31.27 $6.18 Million - $6.44 Million	-205,802 Reduced 58.05%	148,708 $4.65 Million
Q2 2025 Jul 31, 2025	BUY	$27.22 - $30.05 $1.75 Million - $1.94 Million	64,425 Added 22.21%	354,510 $10.7 Million
Q1 2025 Apr 29, 2025	BUY	$28.48 - $30.52 $4.82 Million - $5.17 Million	169,301 Added 140.17%	290,085 $8.29 Million
Q4 2024 Feb 12, 2025	BUY	$28.73 - $30.22 $2.56 Million - $2.7 Million	89,198 Added 282.4%	120,784 $3.56 Million
Q3 2024 Nov 06, 2024	SELL	$26.73 - $28.88 $21,063 - $22,757	-788 Reduced 2.43%	31,586 $912,000
Q2 2024 Aug 08, 2024	SELL	$25.78 - $27.77 $756,127 - $814,494	-29,330 Reduced 47.53%	32,374 $895,000
Q1 2024 May 13, 2024	BUY	$25.16 - $26.49 $644,347 - $678,408	25,610 Added 70.95%	61,704 $1.63 Million
Q4 2023 Feb 13, 2024	SELL	$23.7 - $26.06 $981,985 - $1.08 Million	-41,434 Reduced 53.44%	36,094 $911,000
Q3 2023 Nov 13, 2023	SELL	$24.37 - $25.26 $78,447 - $81,311	-3,219 Reduced 3.99%	77,528 $1.89 Million
Q2 2023 Aug 04, 2023	BUY	$23.62 - $24.81 $313,815 - $329,625	13,286 Added 19.69%	80,747 $2 Million
Q1 2023 May 11, 2023	BUY	$22.46 - $23.72 $168,921 - $178,398	7,521 Added 12.55%	67,461 $1.59 Million
Q4 2022 Feb 07, 2023	SELL	$22.31 - $24.01 $2.8 Million - $3.02 Million	-125,662 Reduced 67.71%	59,940 $1.35 Million
Q3 2022 Nov 10, 2022	BUY	$22.79 - $24.17 $205,041 - $217,457	8,997 Added 5.09%	185,602 $4.23 Million
Q2 2022 Aug 03, 2022	BUY	$22.71 - $24.66 $2.99 Million - $3.25 Million	131,801 Added 294.17%	176,605 $4.06 Million
Q1 2022 May 04, 2022	BUY	$23.72 - $25.66 $1.06 Million - $1.15 Million	44,804 New	44,804 $1.1 Million

Others Institutions Holding HEQT

# of Institutions

Shares Held

6.32M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS H

Ticker HEQT

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Envestnet Asset Management Inc Simplify Exchange Traded Fds H Transaction History