RFIX β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in ENVESTNET ASSET MANAGEMENT INC  Β·  3 quarters on record

AI Ownership Summary

ENVESTNET ASSET MANAGEMENT INC reported SIMPLIFY EXCHANGE TRADED FUN (RFIX) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows RFIX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RFIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ENVESTNET ASSET MANAGEMENT INC's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RFIX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ENVESTNET ASSET MANAGEMENT INC held RFIX β€” position size vs. price
% of Fund (quarterly)    RFIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,443 +2,613 +33.4% 0.00% $379K 2026-02-14 (Est.) $40.01
2025 Q3 ADDED 7,830 +1,018 +14.9% 0.00% $334K 2025-11-05 $39.11
2025 Q2 INITIATED 6,812 β€” β€” 0.00% $331K 2025-08-01 $44.84

🏒 Other funds also holding RFIX

As of 2026 Q1 β€” sorted by position size

True Wealth Design, LLC 3Y 1.89%

FAQ About ENVESTNET ASSET MANAGEMENT INC and RFIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ENVESTNET ASSET MANAGEMENT INC reported owning RFIX?

ENVESTNET ASSET MANAGEMENT INC reported RFIX across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported RFIX position in ENVESTNET ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for RFIX was 0.00% in 2025 Q4.

What is the latest reported RFIX position on this page?

The most recent filing on this page is 2025 Q4, when ENVESTNET ASSET MANAGEMENT INC reported 10,443 shares, equal to 0.00% of portfolio, with an estimated market value of $379K.

What does the chart on this RFIX ownership page compare?

The chart compares ENVESTNET ASSET MANAGEMENT INC's quarterly RFIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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