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
FEMS
First Trust Emerging Markets S

ETFs
5.91K
+ 7.65%
$32.56 - $40.98 $193K - $242K
83.2K $3.38M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
58.6K
+ 54.18%
$20.6 - $29.93 $1.21M - $1.76M
167K $3.79M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
31.3K
+ 7.73%
$12.19 - $13.37 $382K - $419K
436K $5.83M
CSQ
Calamos Strategic Total Return Fund

Financial Services
20.3K
+ 31.76%
$13.86 - $18.24 $281K - $370K
84.1K $1.53M
FDEV
Fidelity International Multifa

ETFs
15.4K
New
$26.86 - $32.58 $412K - $500K
15.4K $500K
KNTK
Kinetik Holdings Inc.

Energy
16.8K
+ 55.13%
$40.12 - $53.83 $674K - $904K
47.3K $2.08M
STLA
Stellantis N.V.

Consumer Cyclical
62.4K
+ 58.5%
$8.53 - $11.27 $533K - $704K
169K $1.7M
AVNS
Avanos Medical, Inc.

Healthcare
65.5K
+ 45.23%
$12.03 - $14.52 $788K - $951K
210K $2.57M
BNL
Broadstone Net Lease, Inc.

Real Estate
64.5K
+ 11.86%
$14.72 - $17.13 $950K - $1.11M
609K $9.77M
MMS
Maximus, Inc.

Industrials
6.32K
+ 23.94%
$65.54 - $76.8 $414K - $485K
32.7K $2.3M
AFIF
Two Rds Shared Tr

ETFs
50.5K
+ 19.97%
$9.07 - $9.31 $458K - $470K
303K $2.82M
FA
First Advantage Corp

Industrials
23.7K
+ 59.74%
$12.99 - $18.59 $308K - $441K
63.5K $1.05M
ALL
Allstate Corp

Financial Services
9.54K
+ 3.85%
$180.53 - $212.64 $1.72M - $2.03M
257K $51.8M
FSEC
Fidel Merrimack Str Tr

ETFs
11.3K
New
$42.41 - $44.36 $478K - $500K
11.3K $490K
TBK
Triumph Bancorp, Inc.

Financial Services
7.64K
+ 5.44%
N/A
148K $9.51M
FRSH
Freshworks Inc.

Technology
28.2K
+ 34.12%
$12.07 - $15.98 $340K - $450K
111K $1.65M
NOG
Northern Oil & Gas, Inc.

Energy
43.4K
+ 10.94%
$20.6 - $32.16 $895K - $1.4M
440K $12.5M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
13.3K
+ 11.59%
$31.42 - $34.6 $417K - $459K
128K $4.38M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
23.5K
+ 30.94%
$18.65 - $19.82 $439K - $467K
99.6K $1.97M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
12.3K
New
$32.51 - $38.81 $401K - $479K
12.3K $478K
ET
Energy Transfer LP

Energy
48.2K
+ 5.56%
$15.65 - $18.93 $755K - $913K
915K $16.6M
IESC
Ies Holdings, Inc.

Industrials
498
+ 20.02%
$160.58 - $296.23 $80K - $148K
2.99K $884K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
259
+ 2.85%
$164.46 - $237.28 $42.6K - $61.5K
9.34K $2.22M
WSR
Whitestone Reit

Real Estate
38K
New
$12.06 - $14.62 $459K - $556K
38K $474K
EWK
Ishares Inc Msci Belgium ETF

ETFs
21.5K
New
$18.27 - $22.45 $393K - $482K
21.5K $473K
ASTE
Astec Industries Inc

Industrials
8.97K
+ 66.79%
$30.65 - $42.44 $275K - $380K
22.4K $933K
CDAY
Ceridian Hcm Holding Inc.

Technology
7.25K
+ 19.21%
N/A
45K $2.91M
ADPT
Adaptive Biotechnologies Corp

Healthcare
40.1K
New
$6.83 - $12.16 $274K - $488K
40.1K $467K
CROX
Crocs, Inc.

Consumer Cyclical
15K
+ 7.0%
$88.67 - $120.26 $1.33M - $1.81M
230K $23.3M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.25K
+ 0.54%
$18.28 - $18.7 $169K - $173K
1.72M $32.2M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
24.8K
+ 44.25%
$17.83 - $18.22 $442K - $451K
80.8K $1.47M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
12.6K
+ 3.97%
$110.23 - $131.5 $1.39M - $1.66M
330K $40.8M
SCCO
Southern Copper Corp

Basic Materials
2.33K
+ 7.94%
$75.63 - $104.64 $176K - $244K
31.7K $3.2M
SNV
Synovus Financial Corp

Financial Services
4.18K
+ 8.55%
$38.27 - $51.75 $160K - $216K
53.1K $2.75M
BMAR
Innovator U.S. Equity Buffer E

ETFs
5.55K
+ 10.5%
$41.56 - $49.04 $231K - $272K
58.4K $2.86M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.18K
+ 4.33%
$83.8 - $101.39 $182K - $221K
52.4K $5.31M
BBSI
Barrett Business Services Inc

Industrials
10.9K
New
$38.05 - $42.61 $415K - $464K
10.9K $454K
DXPE
Dxp Enterprises Inc

Industrials
4.09K
+ 23.68%
$71.8 - $92.02 $293K - $376K
21.3K $1.87M
FUTU
Futu Holdings LTD

Financial Services
1.93K
+ 19.35%
$74.81 - $124.33 $144K - $240K
11.9K $1.47M
CWEN
Clearway Energy, Inc.

Utilities
11.2K
+ 21.07%
$26.74 - $32.22 $299K - $360K
64.2K $2.05M
EXC
Exelon Corp

Utilities
37.9K
+ 8.42%
$42.2 - $47.37 $1.6M - $1.8M
488K $21.2M
PLTM
Granite Shares Platinum Trust

ETFs
8.04K
+ 7.76%
$8.87 - $13.65 $71.3K - $110K
112K $1.45M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
18.7K
New
$22.36 - $23.73 $419K - $445K
18.7K $444K
NLOK
Norton Life Lock Inc.

Technology
20.6K
+ 12.53%
N/A
185K $3.97M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
24.8K
+ 3.71%
$18.83 - $19.22 $467K - $477K
694K $13.3M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
2.46K
+ 5.04%
$55.24 - $68.55 $136K - $169K
51.3K $3.46M
FLGV
Franklin Templeton ETF Trfrank

ETFs
21.6K
+ 5.97%
$20.16 - $20.7 $436K - $448K
384K $7.89M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
4.06K
+ 3.72%
$42.54 - $50.99 $173K - $207K
113K $5.77M
ATKR
Atkore Inc.

Industrials
1.42K
+ 4.47%
$52.02 - $71.15 $74.1K - $101K
33.3K $2.35M
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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