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
GFI
Gold Fields LTD

Basic Materials
63.4K
+ 17.34%
$19.94 - $25.71 $1.26M - $1.63M
429K $10.2M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4.69K
+ 1.86%
$86.58 - $104.98 $406K - $492K
257K $27M
ESS
Essex Property Trust, Inc.

Real Estate
7.6K
+ 15.09%
N/A
58K $15.8M
KEX
Kirby Corp

Industrials
9.8K
+ 12.62%
$87.32 - $114.99 $856K - $1.13M
87.4K $9.92M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
33.7K
+ 44.41%
$38.61 - $49.26 $1.3M - $1.66M
109K $5.39M
BMAY
Innovator U.S. Equity Buffer E

ETFs
45.7K
+ 87.3%
$36.09 - $42.2 $1.65M - $1.93M
98K $4.13M
QDF
Flexshares Quality Dividend In

ETFs
10.3K
+ 3.81%
$59.99 - $73.18 $617K - $753K
280K $20.5M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
18.8K
+ 12.55%
$35.38 - $48.3 $666K - $909K
169K $8.15M
AAP
Advance Auto Parts Inc

Consumer Cyclical
42.1K
+ 355.92%
$30.31 - $53.25 $1.28M - $2.24M
53.9K $2.51M
EWL
Ishares Inc Msci Switzerlnd

ETFs
34.7K
+ 76.12%
$47.04 - $56.27 $1.63M - $1.95M
80.2K $4.4M
SPBC
Simplify Exch Trad Fds Simplif

ETFs
48.9K
New
$32.08 - $41.44 $1.57M - $2.03M
48.9K $2.03M
IYC
Ishares U.S. Consumer Discreti

ETFs
15.9K
+ 41.27%
$79.19 - $99.64 $1.26M - $1.59M
54.5K $5.43M
TU
Telus Corp

Communication Services
75K
+ 15.81%
$13.82 - $16.49 $1.04M - $1.24M
549K $8.82M
SMMT
Summit Therapeutics Inc.

Healthcare
94.6K
New
$16.64 - $36.7 $1.57M - $3.47M
94.6K $2.01M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
3.64K
+ 0.59%
$26.38 - $32.66 $95.9K - $119K
618K $20.2M
QCON
American Centy ETF Tr Quality
12.6K
+ 2.58%
$42.37 - $47.53 $534K - $599K
500K $23.8M
VTR
Ventas, Inc.

Real Estate
59.5K
+ 19.05%
$62.45 - $70.08 $3.72M - $4.17M
372K $23.5M
RMBS
Rambus Inc

Technology
15.2K
+ 18.06%
$42.9 - $64.02 $653K - $974K
99.5K $6.37M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
62.7K
+ 43.51%
$22.01 - $27.62 $1.38M - $1.73M
207K $5.71M
AUSF
Global X Fds Adaptive U S Fact

ETFs
43.6K
+ 88.72%
$39.16 - $44.7 $1.71M - $1.95M
92.7K $4.14M
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
40.4K
+ 40.46%
$31.36 - $37.23 $1.27M - $1.51M
140K $5.23M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
6.83K
+ 6.37%
$28.15 - $47.93 $192K - $327K
114K $5.46M
CRS
Carpenter Technology Corp

Industrials
1.39K
+ 8.3%
$151.3 - $276.38 $210K - $384K
18.1K $5.01M
VICI
Vici Properties Inc.

Real Estate
65.7K
+ 0.73%
$29.41 - $32.97 $1.93M - $2.17M
9.04M $295M
RWK
Invesco Exchange Traded Fd Tr

ETFs
15.1K
+ 68.96%
$94.8 - $117.22 $1.43M - $1.77M
36.9K $4.31M
IGOV
Ishares 1 3 International Trea

ETFs
40.9K
+ 77.73%
$39.53 - $43.1 $1.62M - $1.76M
93.5K $4.03M
RFDI
First Trust ETF Iii Riverfront

ETFs
15.1K
+ 11.34%
$58.95 - $73.36 $888K - $1.11M
148K $10.8M
ICFI
Icf International, Inc.

Industrials
23.2K
+ 62.07%
$78.62 - $88.51 $1.82M - $2.05M
60.5K $5.13M
CMBS
Ishares Cmbs ETF

ETFs
39.6K
+ 122.67%
$47.54 - $48.72 $1.88M - $1.93M
71.9K $3.5M
TMDX
Trans Medics Group, Inc.

Healthcare
2.93K
+ 12.55%
$67.67 - $143.04 $198K - $420K
26.3K $3.52M
EPI
Wisdomtree Tr India Earnings F

ETFs
36.4K
+ 64.45%
$41.3 - $47.52 $1.5M - $1.73M
92.8K $4.4M
BC
Brunswick Corp

Consumer Cyclical
29.8K
+ 14.33%
$41.93 - $58.37 $1.25M - $1.74M
238K $13.1M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
191K
New
$9.43 - $10.29 $1.8M - $1.96M
191K $1.92M
BYRE
Principal ETF Principal Real E

ETFs
76.1K
+ 31.94%
$22.73 - $25.92 $1.73M - $1.97M
314K $7.99M
ZLAB
Zai Lab LTD

Healthcare
60.5K
+ 33.87%
$24.32 - $43.03 $1.47M - $2.6M
239K $8.37M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
77.4K
+ 22.18%
$25.57 - $26.34 $1.98M - $2.04M
426K $11.1M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.7K
+ 2.63%
$101.69 - $139.02 $172K - $236K
66.1K $9.19M
ASND
Ascendis Pharma A/S

Healthcare
9.88K
+ 83.36%
$137.41 - $179.1 $1.36M - $1.77M
21.7K $3.75M
HYD
Vaneck High Yield Muni ETF

ETFs
48.9K
+ 8.6%
$49.08 - $51.35 $2.4M - $2.51M
617K $31M
VRNA
Verona Pharma PLC

Healthcare
1.81K
+ 3.28%
$53.9 - $98.68 $97.6K - $179K
57.1K $5.4M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
30.7K
+ 6.75%
$60.03 - $72.0 $1.85M - $2.21M
486K $32.2M
ESAB
Esab Corp

Industrials
11.8K
+ 10.98%
$104.48 - $130.25 $1.23M - $1.54M
119K $14.4M
IR
Ingersoll Rand Inc.

Industrials
12.5K
+ 4.83%
$66.75 - $84.94 $838K - $1.07M
272K $22.6M
IEX
Idex Corp

Industrials
13.3K
+ 15.15%
$160.66 - $191.29 $2.14M - $2.54M
101K $17.7M
CALM
Cal Maine Foods Inc

Consumer Defensive
4.28K
+ 2.6%
$90.17 - $103.07 $385K - $441K
169K $16.8M
BAPR
Innovator U.S. Equity Buffer E

ETFs
37.3K
+ 59.22%
$38.86 - $45.19 $1.45M - $1.69M
100K $4.53M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
21.5K
+ 4.81%
$33.19 - $40.78 $712K - $875K
468K $18.6M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
26K
+ 9.82%
$33.46 - $41.33 $871K - $1.08M
291K $12M
CORP
Pimco Investment Grade Corp Bd

ETFs
18.5K
+ 20.12%
$94.14 - $97.31 $1.74M - $1.8M
110K $10.7M
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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