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
ESNT
Essent Group Ltd.

Financial Services
5K
+ 7.71%
$53.6 - $59.25 $268K - $296K
69.9K $4.03M
XYLG
Global X Fds S&P 500 Covered C

ETFs
19K
New
$26.14 - $28.86 $496K - $547K
19K $501K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
3.77K
+ 2.75%
$28.65 - $33.18 $108K - $125K
141K $4.46M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
11.2K
+ 40.37%
$38.5 - $43.78 $429K - $488K
38.8K $1.59M
IAC
Iac/Inter Active Corp

Communication Services
6.46K
+ 9.23%
$41.0 - $50.0 $265K - $323K
76.5K $3.51M
PSMT
Pricesmart Inc

Consumer Defensive
11.2K
+ 9.87%
$82.4 - $94.86 $921K - $1.06M
124K $10.9M
WTRG
Essential Utilities, Inc.

Utilities
4.02K
+ 3.89%
$33.49 - $40.57 $134K - $163K
107K $4.24M
YMM
Full Truck Alliance Co. Ltd.

Technology
30.8K
+ 62.13%
$10.41 - $13.69 $321K - $422K
80.5K $1.03M
HMOP
Hartford Fds Exchange Traded T

ETFs
13.2K
+ 15.19%
$38.25 - $39.12 $506K - $517K
100K $3.86M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
14.9K
+ 50.12%
$34.08 - $35.99 $509K - $537K
44.7K $1.53M
RWM
Proshares Short Russell2000

ETFs
17.9K
+ 32.05%
$18.05 - $21.08 $324K - $378K
73.9K $1.53M
AVRE
American Centy ETF Tr Avantis
7.32K
+ 4.76%
$40.62 - $44.31 $297K - $324K
161K $6.93M
HCI
Hci Group, Inc.

Financial Services
1.61K
+ 22.16%
$110.25 - $150.47 $178K - $243K
8.89K $1.33M
VAL
Valaris LTD

Energy
14.6K
+ 78.42%
$32.85 - $49.52 $478K - $721K
33.1K $1.3M
FTA
First Tr Large Cap Value

ETFs
4.82K
+ 1.16%
$74.42 - $80.34 $359K - $387K
422K $32.4M
IRMD
Iradimed Corp

Healthcare
11.9K
+ 20.3%
$51.44 - $62.67 $612K - $745K
70.5K $3.7M
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
9.52K
New
$49.58 - $49.87 $472K - $475K
9.52K $474K
TGTX
Tg Therapeutics, Inc.

Healthcare
149
+ 0.3%
$27.67 - $42.99 $4.12K - $6.41K
50.3K $1.98M
ATI
Allegheny Technologies Inc

Industrials
11.7K
+ 26.03%
$50.0 - $65.86 $584K - $769K
56.5K $2.94M
NLOK
Norton Life Lock Inc.

Technology
21.8K
+ 15.34%
N/A
164K $3.52M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
252
+ 18.0%
$1227.6 - $1458.46 $309K - $368K
1.65K $2.23M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
38.2K
New
$11.34 - $12.23 $433K - $467K
38.2K $467K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
14.8K
+ 7.31%
$37.11 - $39.53 $550K - $586K
218K $8.16M
UCIB
Ubs Ag

ETFs
13.9K
+ 11.69%
$25.0 - $28.59 $348K - $398K
133K $3.53M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
12.4K
+ 11.63%
$40.29 - $42.24 $498K - $522K
119K $4.85M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
21.2K
+ 23.02%
$22.66 - $23.19 $480K - $492K
113K $2.58M
AFG
American Financial Group Inc

Financial Services
5.8K
+ 10.77%
$119.82 - $138.45 $695K - $803K
59.6K $7.83M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
8.33K
+ 45.03%
$73.27 - $96.21 $610K - $801K
26.8K $1.97M
PTGX
Protagonist Therapeutics, Inc

Healthcare
7.7K
+ 85.71%
$35.09 - $59.76 $270K - $460K
16.7K $806K
CCU
United Breweries CO Inc

Consumer Defensive
15.3K
+ 26.55%
$11.22 - $15.62 $172K - $239K
73K $1.11M
ACVF
ETF Opportunities Tr American

ETFs
11.4K
+ 33.15%
$42.01 - $46.08 $477K - $524K
45.6K $1.95M
RMBS
Rambus Inc

Technology
10.3K
+ 13.96%
$51.55 - $68.59 $532K - $708K
84.3K $4.36M
PD
Pager Duty, Inc.

Technology
24.8K
+ 18.52%
$15.61 - $19.68 $387K - $488K
159K $2.9M
ARMK
Aramark

Industrials
48.1K
+ 11.12%
$34.13 - $39.63 $1.64M - $1.91M
481K $16.6M
RAVI
Flexshares Tr Ready Access Var

ETFs
5.68K
+ 9.73%
$75.2 - $75.58 $427K - $429K
64K $4.84M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
20K
+ 58.56%
$23.22 - $27.55 $464K - $551K
54.1K $1.26M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
18.3K
+ 23.97%
$19.03 - $20.94 $349K - $384K
94.9K $1.94M
RDNT
Rad Net, Inc.

Healthcare
46.2K
+ 50.35%
$45.92 - $72.75 $2.12M - $3.36M
138K $6.85M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
20.8K
+ 30.37%
$26.06 - $28.54 $542K - $593K
89.2K $2.33M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
12.3K
+ 9.58%
$41.74 - $43.57 $512K - $534K
140K $5.91M
MGRC
Mcgrath Rentcorp

Industrials
4.09K
+ 24.74%
$109.58 - $128.96 $448K - $527K
20.6K $2.29M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
11.5K
+ 18.41%
$28.25 - $31.5 $326K - $363K
74.2K $2.22M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
22.2K
+ 41.18%
$19.43 - $19.9 $431K - $442K
76.1K $1.5M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
20K
+ 16.14%
$23.1 - $23.56 $461K - $470K
144K $3.33M
LPX
Louisiana Pacific Corp

Industrials
23K
+ 15.91%
$89.37 - $118.15 $2.06M - $2.72M
168K $15.4M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
9.31K
+ 197.85%
$46.45 - $47.26 $432K - $440K
14K $661K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
8.61K
+ 24.19%
$47.27 - $50.52 $407K - $435K
44.2K $2.16M
CION
Cion Investment Corp

Financial Services
47.9K
+ 91.03%
$10.35 - $12.55 $496K - $601K
101K $1.04M
GSM
Ferroglobe PLC

Basic Materials
121K
+ 72.31%
$3.29 - $4.13 $399K - $500K
289K $1.07M
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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