Envestnet Asset Management Inc Purchases in Q3 2025

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
83.2K
+ 6.35%
$47.03 - $47.97 $3.91M - $3.99M
1.39M $66.7M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
166K
+ 11.32%
$24.39 - $24.93 $4.04M - $4.13M
1.63M $40.2M
EXP
Eagle Materials Inc

Basic Materials
9.93K
+ 14.35%
$209.12 - $242.26 $2.08M - $2.41M
79.1K $18.4M
HSUN
Hartford Fds Exchange Traded T

ETFs
130K
New
N/A
130K $4.44M
FNDE
Schwab Fundamental Emerging Mk

ETFs
17.6K
+ 1.46%
$33.13 - $36.31 $584K - $640K
1.22M $44.2M
IAUM
I Shares Gold Trust Micro

ETFs
99.3K
+ 94.78%
$32.6 - $38.5 $3.24M - $3.82M
204K $7.85M
NXPI
Nxp Semiconductors N.V.

Technology
5.78K
+ 1.74%
$205.16 - $239.07 $1.19M - $1.38M
337K $76.8M
RIO
Rio Tinto PLC

Basic Materials
5.01K
+ 0.95%
$57.66 - $66.01 $289K - $331K
531K $35M
FSMD
Fidelity Covington Tr Small Mi

ETFs
62.7K
+ 9.93%
$41.29 - $44.71 $2.59M - $2.8M
695K $30.6M
AIZ
Assurant, Inc.

Financial Services
10.4K
+ 9.68%
$184.56 - $218.69 $1.92M - $2.27M
118K $25.5M
AFRM
Affirm Holdings, Inc.

Technology
48.7K
+ 26.14%
$64.05 - $92.18 $3.12M - $4.49M
235K $17.2M
MGM
Mgm Resorts International

Consumer Cyclical
121K
+ 30.98%
$34.18 - $39.77 $4.13M - $4.8M
511K $17.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
19.7K
+ 6.11%
$90.62 - $107.71 $1.79M - $2.12M
342K $33.7M
HMC
Honda Motor CO LTD

Consumer Cyclical
113K
+ 28.43%
$29.11 - $34.85 $3.3M - $3.95M
512K $15.8M
AR
Antero Resources Corp

Energy
136K
+ 309.54%
$29.87 - $37.66 $4.07M - $5.13M
180K $6.05M
JPSE
J P Morgan Diversified Return

ETFs
74.9K
+ 61.59%
$45.04 - $50.93 $3.37M - $3.81M
196K $9.78M
TILT
Flexshares Tr

ETFs
8.43K
+ 6.96%
$224.75 - $242.86 $1.89M - $2.05M
129K $31.4M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
92.8K
+ 6.92%
$23.5 - $24.94 $2.18M - $2.31M
1.43M $35.7M
SIVR
Abrdn Silver ETF Trust

ETFs
47K
+ 22.85%
$34.34 - $44.62 $1.61M - $2.1M
252K $11.2M
CVCO
Cavco Industries Inc.

Consumer Cyclical
108
+ 0.39%
$403.12 - $585.63 $43.5K - $63.2K
28.1K $16.3M
NBN
Northeast Bk Lewiston Me Com

Financial Services
40.7K
New
$92.45 - $112.86 $3.76M - $4.59M
40.7K $4.08M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
29.9K
+ 24.47%
$54.83 - $84.09 $1.64M - $2.52M
152K $12.1M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
33.7K
+ 4.29%
$61.0 - $64.72 $2.06M - $2.18M
819K $52.8M
SWK
Stanley Black & Decker, Inc.

Industrials
46.6K
+ 53.08%
$66.98 - $79.52 $3.12M - $3.71M
134K $9.99M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
29.2K
+ 10.05%
$67.52 - $76.75 $1.97M - $2.24M
320K $23.9M
GVI
Ishares Tr

ETFs
30.9K
+ 2.94%
$105.8 - $107.81 $3.27M - $3.33M
1.08M $116M
MC
Moelis & CO

Financial Services
7.64K
+ 2.0%
$64.0 - $77.75 $489K - $594K
390K $27.8M
RMD
Resmed Inc

Healthcare
9.35K
+ 10.4%
$252.01 - $293.73 $2.36M - $2.75M
99.2K $27.2M
QDF
Flexshares Quality Dividend In

ETFs
27.9K
+ 9.98%
$73.48 - $79.4 $2.05M - $2.22M
308K $24.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
63.3K
+ 9.24%
$50.9 - $52.37 $3.22M - $3.32M
749K $39.2M
ITRI
Itron, Inc.

Technology
37.6K
+ 34.0%
$117.47 - $138.42 $4.42M - $5.21M
148K $18.5M
OSCV
Opus Small Cap Value ETF

ETFs
51.1K
+ 5.69%
$35.98 - $38.73 $1.84M - $1.98M
949K $36.3M
DEO
Diageo PLC

Consumer Defensive
121K
+ 8.48%
$93.64 - $115.33 $11.3M - $14M
1.55M $148M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
36K
+ 9.1%
$92.14 - $93.55 $3.32M - $3.37M
432K $40.4M
CPA
Copa Holdings, S.A.

Industrials
26.2K
+ 33.32%
$107.44 - $122.34 $2.81M - $3.2M
105K $12.4M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
191K
New
$14.96 - $19.64 $2.86M - $3.75M
191K $3.75M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
159K
+ 24.13%
$23.29 - $23.38 $3.71M - $3.72M
819K $19.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
69K
+ 15.5%
$32.78 - $35.79 $2.26M - $2.47M
514K $18.3M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
55.9K
+ 15.97%
$49.75 - $52.68 $2.78M - $2.94M
406K $21.3M
RWO
Spdr Dow Jones Global Real Est

ETFs
68.8K
+ 20.74%
$43.53 - $46.27 $3M - $3.18M
401K $18.3M
EWBC
East West Bancorp Inc

Financial Services
18.7K
+ 6.0%
$97.41 - $109.7 $1.82M - $2.05M
330K $35.1M
IGF
Ishares Global Infrastructure

ETFs
32.7K
+ 3.71%
$58.29 - $61.43 $1.9M - $2.01M
914K $55.9M
IGRO
Ishares Tr International Divid

ETFs
40.4K
+ 6.69%
$75.97 - $80.24 $3.07M - $3.24M
644K $51.3M
CVE
Cenovus Energy Inc.

Energy
46.6K
+ 5.49%
$13.87 - $17.81 $647K - $831K
897K $15.2M
MNA
Iq Merger Arbitrage ETF

ETFs
98.9K
+ 54.08%
$35.11 - $36.01 $3.47M - $3.56M
282K $10.1M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
78K
+ 7.79%
$41.18 - $42.48 $3.21M - $3.32M
1.08M $45.6M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
17.1K
+ 4.24%
$82.72 - $89.22 $1.42M - $1.53M
422K $37.4M
ACGL
Arch Capital Group Ltd.

Financial Services
47.4K
+ 2.34%
$85.61 - $93.54 $4.06M - $4.43M
2.07M $188M
YOU
Clear Secure, Inc.

Technology
9.35K
+ 1.58%
$27.98 - $38.03 $262K - $356K
601K $20.1M
Activity Summary
Buys All Purchases 2493 New Holdings 288 Increased Positions 2205 Sells All Sells 1997 Reductions 1997 Sold out 0 Options Calls 0 Puts 0
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