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
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
5.69K
+ 16.59%
$51.36 - $62.5 $292K - $356K
40K $2.5M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
4.27K
+ 2.28%
$20.4 - $25.29 $87.1K - $108K
192K $4.81M
WSBC
Wesbanco Inc

Financial Services
13.1K
+ 5.06%
$26.79 - $32.33 $350K - $423K
272K $8.6M
NNN
National Retail Properties, Inc.

Real Estate
11K
+ 5.25%
$37.56 - $43.42 $413K - $477K
220K $9.51M
MTRN
Materion Corp

Basic Materials
9.39K
+ 12.8%
$72.15 - $84.25 $677K - $791K
82.7K $6.56M
AMH
American Homes 4 Rent

Real Estate
34.1K
+ 9.14%
$32.8 - $39.31 $1.12M - $1.34M
407K $14.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
40.6K
+ 6.44%
$38.81 - $44.28 $1.58M - $1.8M
671K $28.5M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
15.3K
+ 5.06%
$48.64 - $50.07 $745K - $767K
318K $15.8M
VSLU
ETF Opportunities Tr Applied F
1.18K
+ 0.93%
$31.34 - $39.15 $36.9K - $46.1K
128K $4.99M
RNST
Renasant Corp

Financial Services
13.7K
+ 36.73%
$27.68 - $36.52 $379K - $501K
51K $1.83M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
5.95K
+ 4.53%
$23.66 - $29.99 $141K - $179K
137K $4.12M
PNQI
Invesco Nasdaq Internet ETF

ETFs
7.95K
+ 43.68%
$39.02 - $52.21 $310K - $415K
26.1K $1.36M
OTEX
Open Text Corp

Technology
6.84K
+ 7.49%
$23.04 - $29.2 $158K - $200K
98.2K $2.87M
VCEL
Vericel Corp

Healthcare
23.1K
+ 11.31%
$37.92 - $45.7 $877K - $1.06M
228K $9.69M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
9.49K
+ 15.31%
$36.35 - $41.07 $345K - $390K
71.5K $2.94M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
58.9K
New
$9.4 - $10.12 $554K - $597K
58.9K $559K
TIGR
Up Fintech Holding LTD

Financial Services
38.1K
+ 21.15%
$6.64 - $9.97 $253K - $380K
218K $2.11M
CNOB
Connect One Bancorp, Inc.

Financial Services
34.3K
+ 16.65%
$20.95 - $24.78 $718K - $849K
240K $5.56M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
49.2K
+ 50.91%
$11.34 - $12.35 $557K - $607K
146K $1.74M
EPR
Epr Properties

Real Estate
3.89K
+ 6.7%
$43.53 - $59.11 $170K - $230K
62K $3.61M
AVSD
American Centy ETF Tr Avantis

ETFs
7.43K
+ 108.23%
$53.85 - $67.74 $400K - $503K
14.3K $965K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
26.3K
+ 2.67%
$19.44 - $19.56 $511K - $514K
1.01M $19.7M
INDB
Independent Bank Corp

Financial Services
8.68K
+ 38.92%
$53.62 - $65.63 $465K - $570K
31K $1.95M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
20.4K
+ 6.19%
$47.13 - $52.52 $961K - $1.07M
350K $17.6M
PR
Permian Resources Corporation

Energy
54.7K
+ 6.48%
$10.36 - $14.93 $566K - $816K
898K $12.2M
TTAC
Fcf Us Quality ETF

ETFs
3.79K
+ 6.85%
$68.45 - $70.76 $259K - $268K
59.1K $4.18M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
14.4K
+ 40.1%
$30.71 - $34.9 $443K - $504K
50.4K $1.75M
SHW
Sherwin Williams CO

Basic Materials
19.6K
+ 1.85%
$313.51 - $363.51 $6.15M - $7.13M
1.08M $372M
SOFI
So Fi Technologies, Inc.

Financial Services
4.51K
+ 6.46%
$9.5 - $18.21 $42.8K - $82K
74.2K $1.35M
FAD
First Tr Multi Cap Growth Alph

ETFs
2.17K
+ 17.23%
$114.67 - $146.82 $249K - $318K
14.8K $2.17M
MINO
Pimco ETF Tr Municipal Income

ETFs
14.1K
+ 7.86%
$43.42 - $45.15 $610K - $634K
193K $8.52M
BANF
Bancfirst Corp

Financial Services
1.06K
+ 3.61%
$100.43 - $129.96 $106K - $137K
30.3K $3.74M
LNW
Light & Wonder, Inc.

Consumer Cyclical
4.22K
+ 32.32%
$77.8 - $96.26 $328K - $406K
17.3K $1.66M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.34K
+ 20.29%
$48.48 - $67.3 $210K - $292K
25.7K $1.73M
ENOV
Enovis Corp

Industrials
90.5K
+ 26.87%
$29.65 - $37.35 $2.68M - $3.38M
427K $13.4M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
388
+ 0.18%
$32.67 - $39.83 $12.7K - $15.5K
218K $8.69M
WETF
Wisdom Tree Investments, Inc.

Financial Services
97.1K
+ 12.01%
N/A
905K $4.94M
FLN
First Trust Latin America Alph

ETFs
26.6K
New
$16.03 - $19.92 $426K - $530K
26.6K $529K
DBP
Invesco Db Precious Metals Fund

ETFs
3.75K
+ 5.63%
$66.62 - $77.53 $250K - $291K
70.5K $5.29M
DTE
Dte Energy CO

Utilities
11.1K
+ 6.83%
$127.39 - $139.49 $1.42M - $1.55M
174K $23M
UITB
Usaa ETF Tr Core Intermediate

ETFs
11K
+ 23.78%
$45.95 - $47.33 $507K - $523K
57.5K $2.71M
VFMV
Vanguard Wellington Fd

ETFs
4.03K
+ 80.79%
$114.53 - $128.23 $462K - $517K
9.03K $1.16M
WYNN
Wynn Resorts LTD

Consumer Cyclical
3.6K
+ 19.74%
$66.1 - $97.75 $238K - $352K
21.8K $2.05M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
11.3K
+ 34.39%
$50.47 - $54.75 $573K - $621K
44.3K $2.33M
OSCR
Oscar Health, Inc.

Healthcare
20.2K
+ 200.93%
$11.6 - $21.44 $234K - $432K
30.2K $647K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
875
+ 0.5%
$37.41 - $42.4 $32.7K - $37.1K
177K $7.49M
PTGX
Protagonist Therapeutics, Inc

Healthcare
7.2K
+ 43.16%
$40.89 - $56.37 $294K - $406K
23.9K $1.32M
RECS
Columbia ETF Tr I

ETFs
8.32K
+ 14.49%
$29.4 - $36.79 $245K - $306K
65.7K $2.42M
BCPC
Balchem Corp

Basic Materials
6.97K
+ 7.87%
$150.5 - $170.45 $1.05M - $1.19M
95.5K $15.2M
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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