Envestnet Asset Management Inc Purchases in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
62.1K
+ 6.71%
$30.71 - $30.87 $1.91M - $1.92M
988K $30.4M
NTES
Net Ease, Inc.

Communication Services
10.8K
+ 16.88%
$87.72 - $109.14 $944K - $1.17M
74.5K $7.67M
FTDR
Frontdoor, Inc.

Consumer Cyclical
77.3K
+ 126.12%
$37.07 - $62.39 $2.87M - $4.82M
139K $5.33M
IBHE
Ishares Ibonds 2025 Term High

ETFs
84.7K
New
$23.16 - $23.32 $1.96M - $1.97M
84.7K $1.97M
AVSF
American Centy ETF Tr Avantis

ETFs
37.3K
+ 10.06%
$45.96 - $46.74 $1.71M - $1.74M
408K $19.1M
MSM
Msc Industrial Direct CO Inc

Industrials
21.8K
+ 23.76%
$74.45 - $83.08 $1.62M - $1.81M
113K $8.8M
FLV
American Centy ETF Tr Focused

ETFs
2.35K
+ 0.41%
$65.71 - $70.81 $155K - $167K
574K $40.1M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
72.2K
+ 24.48%
$28.04 - $28.63 $2.02M - $2.07M
367K $10.3M
MHK
Mohawk Industries Inc

Consumer Cyclical
20.2K
+ 27.71%
$110.92 - $130.83 $2.24M - $2.65M
93.2K $10.6M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
35.6K
+ 4.28%
$30.35 - $33.16 $1.08M - $1.18M
869K $27.8M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
43.1K
+ 14.53%
$39.59 - $40.95 $1.71M - $1.76M
340K $13.8M
NSIT
Insight Enterprises Inc

Technology
13.1K
+ 64.91%
$149.36 - $174.13 $1.95M - $2.27M
33.2K $4.97M
ABC
Amerisourcebergen Corp

Healthcare
10.3K
+ 1.75%
N/A
599K $111M
RTO
Rentokil Initial PLC

Industrials
150K
+ 23.81%
$20.76 - $27.11 $3.11M - $4.06M
778K $17.8M
GL
Globe Life Inc.

Financial Services
1.37K
+ 1.62%
$111.2 - $131.72 $152K - $181K
86.2K $11.4M
SIMO
Silicon Motion Technology Corp

Technology
41K
+ 77.56%
$49.58 - $59.71 $2.03M - $2.45M
93.8K $4.74M
UNF
Unifirst Corp

Industrials
8.25K
+ 5.34%
$169.33 - $230.5 $1.4M - $1.9M
163K $28.3M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
66.6K
+ 13.31%
$32.39 - $34.01 $2.16M - $2.26M
567K $18.4M
GPC
Genuine Parts CO

Consumer Cyclical
4.93K
+ 0.93%
$115.91 - $129.02 $571K - $636K
537K $64M
MDB
Mongo Db, Inc.

Technology
39.3K
+ 44.61%
$175.4 - $298.52 $6.9M - $11.7M
127K $22.4M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
28.6K
+ 43.45%
$70.83 - $76.62 $2.03M - $2.19M
94.4K $6.7M
VAW
Vanguard Materials ETF

ETFs
8.22K
+ 2.86%
$185.71 - $202.46 $1.53M - $1.66M
296K $55.9M
PAGP
Plains Gp Holdings LP

Energy
44.9K
+ 15.78%
$18.52 - $22.13 $832K - $995K
330K $7.04M
PLMR
Palomar Holdings, Inc.

Financial Services
3.84K
+ 9.43%
$101.51 - $137.08 $389K - $526K
44.5K $6.1M
LGOV
First Tr ETF Iv Long Duration

ETFs
50.3K
+ 4.63%
$20.41 - $21.7 $1.03M - $1.09M
1.14M $24.5M
VNQI
Vanguard Global Ex U.S. Real

ETFs
13.7K
+ 1.0%
$38.22 - $41.19 $525K - $566K
1.39M $56.3M
AVES
American Centy ETF Tr Avantis

ETFs
34.6K
+ 20.19%
$44.71 - $48.65 $1.55M - $1.68M
206K $9.71M
RFDI
First Trust ETF Iii Riverfront

ETFs
18.3K
+ 16.0%
$61.15 - $68.44 $1.12M - $1.25M
133K $8.83M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
49.4K
+ 11.33%
$44.96 - $47.9 $2.22M - $2.37M
486K $22.1M
INKM
Ssga Active ETF Tr

ETFs
56.3K
New
$31.0 - $32.23 $1.75M - $1.82M
56.3K $1.79M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
77K
+ 123.3%
$18.47 - $21.01 $1.42M - $1.62M
139K $2.93M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
22.4K
+ 222.01%
$81.05 - $95.73 $1.81M - $2.14M
32.5K $2.67M
HYDB
Ishares Tr Edge High Yield Def

ETFs
33.1K
+ 1.23%
$46.82 - $47.8 $1.55M - $1.58M
2.71M $128M
OMFL
Invesco Exchange Traded Self I

ETFs
41.4K
+ 8.61%
$52.19 - $57.45 $2.16M - $2.38M
522K $27.8M
CVE
Cenovus Energy Inc.

Energy
189K
+ 26.93%
$12.24 - $15.63 $2.31M - $2.95M
891K $12.4M
AMCR
Amcor PLC

Consumer Cyclical
88K
+ 2.87%
$9.33 - $10.39 $821K - $915K
3.15M $30.6M
DBX
Dropbox, Inc.

Technology
70K
+ 177.16%
$24.55 - $33.27 $1.72M - $2.33M
110K $2.93M
AOM
Ishares Tr Core Moderate Alloc

ETFs
39.1K
+ 93.32%
$42.93 - $44.71 $1.68M - $1.75M
80.9K $3.55M
IYJ
Ishares Tr

ETFs
13.6K
+ 125.05%
$127.48 - $142.0 $1.73M - $1.93M
24.4K $3.18M
AEE
Ameren Corp

Utilities
6.6K
+ 6.99%
$86.87 - $103.67 $573K - $684K
101K $10.1M
IBP
Installed Building Products, Inc.

Consumer Cyclical
12.1K
+ 12.95%
$162.22 - $206.22 $1.97M - $2.5M
106K $18.1M
NXST
Nexstar Media Group, Inc.

Communication Services
294
+ 0.37%
$146.34 - $182.75 $43K - $53.7K
79K $14.2M
PEGA
Pegasystems Inc

Technology
36.2K
+ 108.2%
$68.14 - $112.29 $2.46M - $4.06M
69.6K $4.84M
CSGS
Csg Systems International Inc

Technology
24.7K
+ 101.88%
$49.81 - $66.73 $1.23M - $1.65M
49K $2.96M
VPN
Global X Fds Data Ctr Reits &

ETFs
108K
+ 149.02%
N/A
180K $2.87M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
64.5K
+ 10.29%
$25.44 - $25.58 $1.64M - $1.65M
691K $17.7M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
73.5K
+ 13.28%
$19.0 - $19.66 $1.4M - $1.45M
627K $12.3M
TRNO
Terreno Realty Corp

Real Estate
5.52K
+ 1.66%
$57.4 - $68.5 $317K - $378K
337K $21.3M
SPG
Simon Property Group Inc

Real Estate
21.2K
+ 7.13%
$159.48 - $187.78 $3.39M - $3.99M
319K $52.9M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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