Envestnet Asset Management Inc Purchases in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
200K
+ 8.16%
$22.7 - $23.33 $4.53M - $4.66M
2.65M $61.7M
POCT
Innovator U.S. Equity Power Bu

ETFs
99.8K
+ 24.36%
$36.35 - $41.3 $3.63M - $4.12M
509K $21M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
43.2K
+ 3.64%
$23.4 - $29.68 $1.01M - $1.28M
1.23M $36.6M
KT
Kt Corp

Communication Services
133K
+ 17.72%
$16.71 - $20.78 $2.23M - $2.77M
887K $18.4M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
113K
+ 5.53%
$42.72 - $44.24 $4.84M - $5.01M
2.16M $94.9M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
379K
+ 19.7%
$12.23 - $15.46 $4.63M - $5.86M
2.3M $34.8M
CGXU
Capital Group Intl Focus Equit

ETFs
51.5K
+ 3.74%
$21.44 - $27.35 $1.1M - $1.41M
1.43M $38.7M
CF
Cf Industries Holdings, Inc.

Basic Materials
15.3K
+ 5.85%
$68.47 - $102.48 $1.05M - $1.57M
277K $25.4M
KB
Kb Financial Group Inc.

Financial Services
682
+ 0.39%
$46.88 - $82.59 $32K - $56.3K
175K $14.4M
AVB
Avalonbay Communities Inc

Real Estate
36.3K
+ 16.87%
$187.23 - $215.61 $6.8M - $7.83M
252K $51.2M
PWZ
Invesco California Amt Free Mu

ETFs
240K
+ 16.82%
$22.71 - $24.18 $5.45M - $5.8M
1.67M $38.9M
NFRA
Flexshares Stoxx Global Broad

ETFs
67.2K
+ 40.58%
$53.49 - $61.88 $3.59M - $4.16M
233K $14.4M
D
Dominion Energy, Inc

Utilities
79.2K
+ 9.63%
$49.66 - $58.0 $3.93M - $4.59M
901K $50.9M
IBKR
Interactive Brokers Group, Inc.

Financial Services
698K
+ 227.1%
$50.53 - $212.53 $35.3M - $148M
1.01M $55.7M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
14.2K
+ 70.05%
$160.63 - $257.78 $2.29M - $3.67M
34.5K $8.86M
ASX
Ase Technology Holding Co., Ltd.

Technology
105K
+ 4.52%
$7.42 - $10.65 $783K - $1.12M
2.44M $25.2M
PHYL
Pgim ETF Tr

ETFs
122K
+ 21.87%
$33.41 - $35.49 $4.08M - $4.34M
681K $24.2M
MWA
Mueller Water Products, Inc.

Industrials
214K
+ 66.98%
$22.82 - $27.21 $4.88M - $5.81M
533K $12.8M
ESE
Esco Technologies Inc

Technology
9.56K
+ 11.31%
$139.86 - $194.5 $1.34M - $1.86M
94.1K $18.1M
WMS
Advanced Drainage Systems, Inc.

Industrials
36K
+ 50.92%
$96.79 - $123.55 $3.48M - $4.45M
107K $12.3M
EL
Estee Lauder Companies Inc

Consumer Defensive
30.9K
+ 21.99%
$50.06 - $80.8 $1.54M - $2.49M
171K $13.8M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
52K
+ 135.13%
$66.94 - $88.47 $3.48M - $4.6M
90.5K $7.5M
AFRM
Affirm Holdings, Inc.

Technology
1.99K
+ 1.08%
$35.75 - $69.14 $71K - $137K
186K $12.9M
DAR
Darling Ingredients Inc.

Consumer Defensive
20.5K
+ 3.65%
$27.63 - $38.64 $567K - $793K
583K $22.1M
OUNZ
Van Eck Merk Gold Trust

ETFs
97.1K
+ 11.81%
$28.68 - $33.09 $2.78M - $3.21M
919K $29.3M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
36.6K
+ 4.7%
$29.41 - $37.21 $1.08M - $1.36M
815K $30.3M
ROL
Rollins Inc

Consumer Cyclical
27.8K
+ 2.28%
$50.65 - $58.58 $1.41M - $1.63M
1.25M $70.4M
AOK
Ishares Tr Core Conservative A

ETFs
113K
+ 254.07%
$36.09 - $39.07 $4.06M - $4.4M
157K $6.13M
ST
Sensata Technologies Holding PLC

Technology
13.1K
+ 1.89%
$17.69 - $30.11 $232K - $395K
708K $21.3M
SYF
Synchrony Financial

Financial Services
17.5K
+ 7.4%
$43.81 - $66.74 $769K - $1.17M
255K $17M
CRDO
Credo Technology Group Holding LTD

Technology
11.2K
+ 17.38%
$33.3 - $95.05 $374K - $1.07M
75.9K $7.02M
OSCV
Opus Small Cap Value ETF

ETFs
94.1K
+ 11.71%
$31.34 - $36.29 $2.95M - $3.42M
898K $32.4M
VIV
Telefonica Brasil S.A.

Communication Services
280K
+ 62.33%
$8.28 - $11.4 $2.32M - $3.19M
729K $8.31M
CIG
Energy CO Of Minas Gerais

Utilities
2.23M
+ 2157.17%
$1.62 - $1.96 $3.61M - $4.37M
2.33M $4.57M
CNQ
Canadian Natural Resources LTD

Energy
111K
+ 7.6%
$25.14 - $34.01 $2.79M - $3.78M
1.57M $49.4M
NPO
Enpro Industries, Inc

Industrials
13.1K
+ 21.1%
$137.27 - $193.1 $1.8M - $2.53M
75.1K $14.4M
CTRA
Coterra Energy Inc.

Energy
827K
+ 17.49%
$22.6 - $29.07 $18.7M - $24.1M
5.56M $141M
EWY
Ishares Inc Msci South Korea E

ETFs
3.84K
+ 1.68%
$48.92 - $72.65 $188K - $279K
233K $16.7M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
95.4K
+ 126.57%
$36.71 - $42.81 $3.5M - $4.08M
171K $7.31M
PAPR
Innovator U.S. Equity Power Bu

ETFs
105K
+ 42.48%
$33.22 - $37.29 $3.49M - $3.91M
352K $13.1M
MTB
M&T Bank Corp

Financial Services
1.04K
+ 0.39%
$156.58 - $193.99 $163K - $202K
270K $52.4M
ESGB
Indexiq Active ETF Tr Iq Macka
206K
+ 291.25%
N/A
277K $5.77M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
491K
+ 13.72%
$12.21 - $13.9 $6M - $6.83M
4.07M $53.1M
PEGA
Pegasystems Inc

Technology
99K
+ 142.28%
$49.95 - $103.29 $4.95M - $10.2M
169K $9.13M
PATK
Patrick Industries Inc

Consumer Cyclical
35.4K
+ 27.29%
$74.33 - $93.03 $2.63M - $3.3M
165K $15.3M
PCG
Pg&E Corp

Utilities
470K
+ 66.14%
$13.55 - $17.87 $6.37M - $8.4M
1.18M $16.5M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
303K
+ 70.77%
$13.74 - $15.66 $4.16M - $4.74M
731K $10.9M
ARMK
Aramark

Industrials
16.2K
+ 3.36%
$30.39 - $42.1 $492K - $681K
497K $20.8M
FTLS
First Tr Long/Short Equity ETF

ETFs
45.7K
+ 8.55%
$60.06 - $66.28 $2.74M - $3.03M
580K $38.4M
Activity Summary
Buys All Purchases 2655 New Holdings 267 Increased Positions 2388 Sells All Sells 1747 Reductions 1747 Sold out 0 Options Calls 0 Puts 0
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