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
BYRE
Principal ETF Principal Real E

ETFs
15.7K
+ 7.08%
$23.65 - $25.93 $372K - $408K
238K $6.08M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
17.2K
+ 29.44%
$43.03 - $49.3 $742K - $850K
75.8K $3.33M
FICS
First Tr Exchange Traded Fd Vi

ETFs
14.8K
+ 57.19%
$33.49 - $37.82 $496K - $561K
40.7K $1.49M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
25.8K
+ 25.61%
$20.56 - $21.51 $530K - $554K
126K $2.68M
KD
Kyndryl Holdings, Inc.

Technology
24.4K
+ 50.01%
$31.32 - $43.45 $763K - $1.06M
73.1K $2.3M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
21.6K
+ 16.51%
$87.72 - $111.91 $1.89M - $2.41M
152K $13.8M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
17.2K
+ 99.48%
$35.26 - $36.57 $606K - $628K
34.5K $1.22M
LPI
Laredo Petroleum, Inc.

Energy
12.5K
+ 22.47%
N/A
68K $3.31M
ITW
Illinois Tool Works Inc

Industrials
17K
+ 2.61%
$244.9 - $274.48 $4.16M - $4.67M
668K $166M
VC
Visteon Corp

Consumer Cyclical
9.9K
+ 66.9%
$77.62 - $90.68 $768K - $898K
24.7K $1.92M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.35K
+ 2.21%
$26.05 - $30.88 $61.2K - $72.5K
109K $3.36M
JBI
Janus International Group, Inc.

Industrials
85.6K
+ 70.39%
$6.95 - $9.11 $595K - $780K
207K $1.49M
SFBS
Servis First Bancshares, Inc.

Financial Services
11.2K
+ 7.31%
$80.8 - $93.58 $904K - $1.05M
164K $13.6M
HELE
Helen Of Troy LTD

Consumer Defensive
25.7K
+ 20.75%
$50.39 - $66.75 $1.3M - $1.72M
150K $8M
MRUS
Merus N.V.

Healthcare
14K
New
$39.01 - $49.16 $546K - $687K
14K $588K
SVC
Service Properties Trust

Real Estate
215K
+ 56.91%
$2.38 - $2.99 $511K - $641K
591K $1.54M
ESLT
Elbit Systems LTD

Industrials
272
+ 7.22%
$261.47 - $413.0 $71.1K - $112K
4.04K $1.55M
IJUL
Innovator Etfs Tr

ETFs
12K
+ 7.76%
$27.58 - $29.96 $332K - $361K
167K $4.87M
SDGR
Schrodinger, Inc.

Healthcare
24.9K
+ 13.39%
$18.69 - $26.15 $465K - $651K
211K $4.16M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
47.7K
+ 13.37%
$13.1 - $13.52 $625K - $645K
405K $5.33M
DFAR
Dimensional ETF Tr Dimensional

ETFs
21.3K
+ 16.48%
$22.35 - $24.52 $476K - $522K
150K $3.58M
NTST
Netstreit Corp.

Real Estate
19.2K
+ 12.46%
$13.64 - $15.85 $262K - $305K
174K $2.75M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
24.3K
+ 20.36%
$23.49 - $23.77 $572K - $579K
144K $3.39M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
41.8K
+ 25.6%
$13.4 - $14.48 $561K - $606K
205K $2.75M
PWV
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 0.7%
$56.58 - $60.89 $73K - $78.5K
186K $11.1M
WLK
Westlake Corp

Basic Materials
8.26K
+ 45.18%
$99.12 - $119.16 $819K - $984K
26.5K $2.65M
STLA
Stellantis N.V.

Consumer Cyclical
57.8K
+ 117.89%
$11.21 - $14.21 $647K - $821K
107K $1.2M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
14.9K
+ 10.65%
$38.02 - $39.4 $567K - $588K
155K $5.97M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
13.8K
+ 21.43%
$19.53 - $25.74 $270K - $355K
78.2K $1.9M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
14.1K
+ 11.82%
$34.23 - $36.9 $481K - $519K
133K $4.75M
PAR
Par Technology Corp

Technology
14.5K
+ 48.04%
$58.73 - $76.0 $851K - $1.1M
44.7K $2.74M
JHMM
John Hancock Multifactor Mid C

ETFs
34.3K
+ 5.86%
$55.69 - $63.12 $1.91M - $2.16M
620K $35.5M
WINA
Winmark Corp

Consumer Cyclical
5.93K
+ 32.97%
$304.11 - $396.66 $1.8M - $2.35M
23.9K $7.6M
COLB
Columbia Banking System, Inc.

Financial Services
34.7K
+ 21.42%
$23.89 - $28.84 $830K - $1M
197K $4.91M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
5.14K
+ 5.37%
$36.05 - $45.61 $185K - $235K
101K $4.01M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
12.2K
+ 21.57%
$68.37 - $87.97 $831K - $1.07M
68.5K $4.69M
WTTR
Select Energy Services, Inc.

Energy
57.9K
+ 187.04%
$9.37 - $14.56 $542K - $843K
88.8K $932K
MFM
Mfs Municipal Income Trust

Financial Services
103K
+ 19.3%
$5.3 - $5.59 $548K - $578K
639K $3.39M
ASH
Ashland Global Holdings Inc

Basic Materials
16.8K
+ 42.66%
$55.87 - $73.16 $937K - $1.23M
56.1K $3.33M
FMAG
Fidelity Covington Tr

ETFs
23.3K
+ 26.28%
$28.87 - $33.0 $674K - $770K
112K $3.26M
GEO
Geo Group Inc

Real Estate
17.6K
New
$22.92 - $35.35 $404K - $623K
17.6K $514K
CLBT
Cellebrite Di Ltd.

Technology
26.4K
New
$16.78 - $26.0 $443K - $686K
26.4K $512K
TDC
Teradata Corp

Technology
58K
+ 63.49%
$21.95 - $32.78 $1.27M - $1.9M
149K $3.36M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
2.09K
+ 0.31%
$18.46 - $19.19 $38.7K - $40.2K
669K $12.8M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
16.3K
+ 5.55%
$21.23 - $22.14 $346K - $361K
310K $6.84M
TAGG
T Rowe Price Exchange Traded F

ETFs
11.9K
New
$41.42 - $42.9 $491K - $508K
11.9K $507K
PHK
Pimco High Income Fund

Financial Services
98.6K
+ 12.66%
$4.85 - $4.98 $478K - $491K
878K $4.29M
LBRDA
Liberty Broadband Corp

Communication Services
4.21K
+ 30.77%
$72.73 - $88.43 $306K - $372K
17.9K $1.52M
BOKF
Bok Financial Corp

Financial Services
5.25K
+ 27.47%
$98.85 - $114.26 $519K - $600K
24.4K $2.54M
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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