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
VSEC
Vse Corp

Industrials
4.65K
+ 33.04%
$90.47 - $125.62 $421K - $585K
18.7K $2.25M
OGN
Organon & Co.

Healthcare
61.2K
+ 25.31%
$14.29 - $16.41 $875K - $1M
303K $4.51M
ARGX
Argenx Se

Healthcare
4.43K
+ 5.91%
$571.0 - $671.75 $2.53M - $2.98M
79.5K $47M
BJAN
Innovator U.S. Equity Buffer E

ETFs
20.6K
+ 35.95%
$46.03 - $49.45 $949K - $1.02M
78K $3.64M
EDOW
First Tr Exchange Traded Fd

ETFs
24.6K
+ 46.91%
$35.58 - $38.24 $875K - $941K
77K $2.79M
AUSF
Global X Fds Adaptive U S Fact

ETFs
19.1K
+ 63.84%
$41.68 - $43.97 $798K - $842K
49.1K $2.14M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
144K
+ 19.42%
$14.03 - $17.33 $2.02M - $2.49M
885K $13.1M
NU
Nu Holdings Ltd.

Financial Services
124K
+ 3.83%
$10.12 - $13.95 $1.25M - $1.72M
3.35M $34.3M
CPRT
Copart Inc

Consumer Cyclical
73.2K
+ 1.79%
$52.3 - $59.83 $3.83M - $4.38M
4.15M $235M
FYC
First Trust Small Cap Growth A

ETFs
20.3K
+ 33.64%
$68.13 - $80.57 $1.38M - $1.63M
80.6K $5.55M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
80.9K
+ 135.01%
$9.0 - $9.94 $728K - $804K
141K $1.4M
USTB
Victory Portfolios Ii Victorys

ETFs
16.6K
+ 67.63%
$50.08 - $50.71 $833K - $843K
41.2K $2.09M
QDPL
Pacer Fds Tr Metaurus Us Large
36K
+ 14.42%
$36.5 - $40.04 $1.31M - $1.44M
285K $10.4M
MMYT
Make My Trip LTD

Consumer Cyclical
9.78K
+ 48.13%
N/A
30.1K $2.59M
XMPT
Vaneck Cef Muni Income ETF

ETFs
37K
+ 13.18%
$21.43 - $22.4 $793K - $828K
318K $6.87M
FNDX
Schwab Fundamental U S Large C

ETFs
46.6K
+ 1.24%
$23.03 - $25.01 $1.07M - $1.17M
3.81M $89.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
33.8K
+ 10.23%
$20.1 - $20.8 $678K - $702K
364K $7.54M
EVTC
Evertec, Inc.

Technology
2.44K
+ 0.74%
$31.79 - $37.92 $77.5K - $92.5K
332K $12.2M
CSL
Carlisle Companies Inc

Industrials
17.7K
+ 9.65%
$326.43 - $408.24 $5.77M - $7.21M
201K $68.4M
FEM
First Trust Emerging Markets A

ETFs
16.3K
+ 2.98%
$21.28 - $23.9 $346K - $389K
562K $12.8M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
32.3K
+ 51.6%
$17.67 - $20.85 $570K - $673K
94.8K $1.98M
IGHG
Proshares Investment Grade Int

ETFs
10.8K
+ 125.3%
$76.51 - $78.81 $826K - $851K
19.4K $1.49M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
31.4K
+ 14.78%
$31.51 - $33.34 $991K - $1.05M
244K $7.71M
GH
Guardant Health, Inc.

Healthcare
15.9K
+ 136.64%
$31.77 - $49.94 $504K - $793K
27.5K $1.17M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
76.2K
+ 17.62%
$11.4 - $11.96 $868K - $911K
509K $5.86M
GEL
Genesis Energy LP

Energy
34.5K
+ 71.61%
$10.31 - $16.03 $356K - $554K
82.8K $1.3M
LMB
Limbach Holdings, Inc.

Industrials
19.9K
+ 35.02%
$68.92 - $104.65 $1.37M - $2.08M
76.5K $5.7M
FRSH
Freshworks Inc.

Technology
60.1K
+ 267.67%
$14.11 - $19.75 $847K - $1.19M
82.5K $1.16M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
38K
+ 8.6%
$32.86 - $38.05 $1.25M - $1.45M
480K $15.9M
IEZ
Ishares Tr

ETFs
40.8K
New
$18.42 - $22.2 $751K - $905K
40.8K $795K
ROKU
Roku, Inc

Communication Services
19.9K
+ 12.8%
$67.36 - $99.07 $1.34M - $1.97M
175K $12.3M
DVA
Davita Inc.

Healthcare
4.05K
+ 7.91%
$140.0 - $177.35 $567K - $718K
55.3K $8.45M
KMT
Kennametal Inc

Industrials
39.5K
+ 219.53%
$21.0 - $24.68 $829K - $975K
57.5K $1.22M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
39.4K
+ 4.78%
$18.41 - $19.64 $725K - $773K
863K $16.5M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
2.54K
+ 1.21%
$28.41 - $32.26 $72.2K - $82K
213K $6.84M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.99K
+ 1.75%
$164.86 - $182.19 $327K - $362K
116K $19.7M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
9.13K
+ 4.29%
$26.47 - $29.92 $242K - $273K
222K $6.48M
PFG
Principal Financial Group Inc

Financial Services
5.46K
+ 12.48%
$76.34 - $89.04 $417K - $486K
49.2K $4.15M
PSEC
Prospect Capital Corp

Financial Services
235K
+ 24.84%
$4.1 - $4.45 $964K - $1.05M
1.18M $4.85M
USVM
Victory Portfolios Ii Victorys

ETFs
9.68K
New
$76.56 - $88.03 $741K - $852K
9.68K $761K
TOST
Toast, Inc.

Technology
54.1K
+ 17.13%
$32.61 - $41.98 $1.76M - $2.27M
370K $12.3M
ST
Sensata Technologies Holding PLC

Technology
107K
+ 18.2%
$24.27 - $30.0 $2.6M - $3.21M
695K $16.9M
FLSW
Franklin Templeton ETF Tr

ETFs
21.1K
New
$31.86 - $37.04 $672K - $781K
21.1K $753K
MUSI
American Centy ETF Tr Multisec

ETFs
15.1K
+ 9.95%
$42.96 - $44.13 $650K - $668K
167K $7.31M
PZZA
Papa Johns International Inc

Consumer Cyclical
18.1K
+ 12.23%
$36.01 - $51.28 $652K - $928K
166K $6.82M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
21.3K
+ 10.47%
$166.63 - $185.86 $3.55M - $3.96M
225K $37.4M
PLTM
Granite Shares Platinum Trust

ETFs
73.6K
+ 245.14%
$8.9 - $9.71 $655K - $715K
104K $1M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
19.8K
+ 99.42%
$37.87 - $39.86 $751K - $790K
39.8K $1.52M
MOH
Molina Healthcare, Inc.

Healthcare
431
+ 2.78%
$266.57 - $333.27 $115K - $144K
15.9K $5.25M
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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