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
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
1.02K
+ 0.56%
$46.92 - $58.01 $47.9K - $59.2K
184K $10.7M
GREK
Global X Msci Greece ETF

ETFs
16.4K
New
$40.77 - $59.31 $667K - $971K
16.4K $950K
LOGI
Logitech International S.A.

Technology
3.55K
+ 3.23%
$65.57 - $90.16 $232K - $320K
113K $10.2M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
12.2K
+ 6.94%
$23.18 - $30.7 $283K - $375K
188K $5.35M
HOLX
Hologic Inc

Healthcare
333
+ 0.12%
$52.73 - $65.22 $17.6K - $21.7K
272K $17.7M
IMO
Imperial Oil LTD

Energy
5.69K
+ 8.33%
$60.22 - $81.91 $343K - $466K
74K $5.88M
AVT
Avnet Inc

Technology
3.17K
+ 2.07%
$41.51 - $53.08 $132K - $168K
156K $8.3M
IPGP
Ipg Photonics Corp

Technology
11.4K
+ 42.69%
$49.68 - $69.26 $566K - $788K
38K $2.61M
REXR
Rexford Industrial Realty, Inc.

Real Estate
62.4K
+ 17.19%
$31.57 - $39.41 $1.97M - $2.46M
425K $15.1M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
17.1K
+ 18.93%
$15.54 - $23.35 $266K - $400K
108K $2.52M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
6.31K
+ 3.78%
$32.02 - $39.74 $202K - $251K
173K $6.86M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
13.8K
+ 3.8%
$43.28 - $50.37 $597K - $695K
377K $18.9M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.23K
+ 12.96%
$60.22 - $80.1 $315K - $419K
45.6K $3.65M
PBP
Invesco Exchange Traded Fd Tr

ETFs
42K
+ 71.79%
$20.08 - $22.36 $843K - $938K
100K $2.2M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
17.8K
+ 12.58%
$45.68 - $47.4 $812K - $842K
159K $7.53M
INSW
International Seaways, Inc.

Energy
11.3K
+ 7.77%
$28.76 - $40.96 $325K - $463K
157K $5.72M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
36K
+ 15.54%
$16.37 - $18.59 $589K - $669K
267K $4.93M
DNL
Wiswisdomtree Tr

ETFs
2.81K
+ 1.67%
$32.16 - $40.27 $90.4K - $113K
171K $6.89M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
30.3K
+ 50.2%
$30.29 - $33.43 $916K - $1.01M
90.5K $2.85M
CION
Cion Investment Corp

Financial Services
99.4K
+ 98.83%
$8.68 - $10.48 $862K - $1.04M
200K $1.91M
PLXS
Plexus Corp

Technology
3.4K
+ 5.96%
$110.95 - $136.15 $377K - $463K
60.4K $8.17M
GL
Globe Life Inc.

Financial Services
12.1K
+ 14.04%
$113.29 - $133.09 $1.37M - $1.61M
98.3K $12.2M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
31.8K
+ 16.49%
$24.31 - $25.29 $774K - $805K
225K $5.69M
CLDX
Celldex Therapeutics, Inc.

Healthcare
42.3K
New
$15.13 - $21.65 $640K - $916K
42.3K $860K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
11.5K
+ 8.16%
$39.94 - $44.64 $457K - $511K
152K $6.77M
AGO
Assured Guaranty LTD

Financial Services
10.8K
+ 13.48%
$76.56 - $90.18 $824K - $971K
90.6K $7.89M
PMX
Pimco Municipal Income Fund Iii

Financial Services
131K
+ 91.58%
$6.55 - $7.23 $856K - $945K
273K $1.88M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
9.15K
+ 18.67%
$68.45 - $79.52 $627K - $728K
58.2K $4.63M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
6.76K
+ 82.91%
$100.45 - $111.8 $679K - $756K
14.9K $1.67M
LUV
Southwest Airlines CO

Industrials
40.6K
+ 9.9%
$24.04 - $34.36 $975K - $1.39M
450K $14.6M
ALKT
Alkami Technology, Inc.

Technology
11.9K
+ 9.53%
$22.54 - $31.19 $269K - $372K
137K $4.13M
ARGX
Argenx Se

Healthcare
7.39K
+ 9.3%
$532.27 - $656.65 $3.94M - $4.85M
86.9K $47.9M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
19.6K
+ 21.64%
$30.9 - $34.31 $605K - $672K
110K $3.78M
GUNR
Flexshares Tr Morningstar Glob

ETFs
13.2K
+ 5.56%
$33.77 - $41.16 $447K - $544K
251K $10.1M
CACC
Credit Acceptance Corp

Financial Services
2.06K
+ 6.77%
$443.32 - $529.8 $911K - $1.09M
32.4K $16.5M
GH
Guardant Health, Inc.

Healthcare
11.1K
+ 40.46%
$37.05 - $52.04 $412K - $579K
38.6K $2.01M
PEB
Pebblebrook Hotel Trust

Real Estate
91.8K
+ 15.27%
$7.71 - $10.59 $708K - $972K
693K $6.92M
INFY
Infosys LTD

Technology
35.5K
+ 5.76%
$16.14 - $18.75 $573K - $666K
652K $12.1M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
34.3K
+ 19.19%
$18.53 - $20.98 $635K - $719K
213K $4.47M
STVN
Stevanato Group S.P.A.

Healthcare
7.23K
+ 4.44%
$18.57 - $25.25 $134K - $183K
170K $4.15M
KXI
Ishares Tr Global Consumer Sta

ETFs
11.4K
+ 18.91%
$60.73 - $67.45 $694K - $771K
71.9K $4.7M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
28.7K
+ 0.6%
$10.79 - $14.14 $309K - $406K
4.85M $66.5M
WPP
Wpp PLC

Communication Services
34.7K
+ 26.37%
$32.03 - $40.64 $1.11M - $1.41M
166K $5.83M
BJUN
Innovator U.S. Equity Buffer E

ETFs
21K
+ 49.73%
N/A
63.3K $2.47M
WEX
Wex Inc.

Technology
9.66K
+ 16.36%
$113.47 - $161.8 $1.1M - $1.56M
68.7K $10.1M
PKG
Packaging Corp Of America

Consumer Cyclical
13.8K
+ 7.4%
$175.97 - $201.36 $2.43M - $2.78M
200K $37.8M
WTMF
Wisdomtree Tr Managed Futures

ETFs
21.2K
+ 37.89%
$32.91 - $35.38 $699K - $751K
77.3K $2.73M
QPFF
American Centy ETF Tr Quality
23.5K
+ 4.6%
$33.63 - $35.38 $790K - $831K
534K $18.9M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
15.8K
+ 14.66%
$37.73 - $43.54 $597K - $688K
124K $5.34M
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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