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
CASH
Meta Financial Group Inc

Financial Services
3.08K
+ 9.83%
$67.2 - $83.08 $207K - $256K
34.4K $2.72M
GEL
Genesis Energy LP

Energy
17.9K
+ 21.57%
$12.5 - $17.36 $223K - $310K
101K $1.73M
LXFR
Luxfer Holdings PLC

Industrials
24.2K
+ 5.5%
$9.58 - $12.45 $232K - $301K
464K $5.65M
STOT
Spdr Doubleline Short Duration

ETFs
9.05K
+ 151.76%
$46.87 - $47.35 $424K - $428K
15K $710K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
6.13K
+ 8.26%
$27.24 - $33.15 $167K - $203K
80.3K $2.65M
UCC
Proshares Ultra Consumer Servi

ETFs
9.5K
New
$30.67 - $45.74 $291K - $435K
9.5K $428K
TW
Tradeweb Markets Inc.

Financial Services
4.06K
+ 4.94%
$125.37 - $149.02 $509K - $605K
86.4K $12.6M
NMRK
Newmark Group, Inc.

Real Estate
35K
+ 59.26%
$10.09 - $12.35 $353K - $432K
93.9K $1.14M
PCTY
Paylocity Holding Corp

Technology
6.98K
+ 5.1%
$172.54 - $201.04 $1.2M - $1.4M
144K $26.1M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
5.14K
+ 19.88%
$49.55 - $60.46 $255K - $311K
31K $1.85M
NVTS
Navitas Semiconductor Corp

Technology
64.3K
New
$1.61 - $8.09 $104K - $520K
64.3K $421K
WY
Weyerhaeuser CO

Real Estate
89.1K
+ 17.12%
$24.69 - $29.48 $2.2M - $2.63M
610K $15.7M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
10
+ 0.05%
$170.2 - $211.82 $1.7K - $2.12K
20.2K $4.28M
MAIN
Main Street Capital Corp

Financial Services
2.01K
+ 1.7%
$49.15 - $59.32 $98.6K - $119K
120K $7.09M
UBT
Proshares Ultra 20+Yr Treasury

ETFs
24.8K
New
$15.66 - $19.05 $389K - $473K
24.8K $419K
AGX
Argan Inc

Industrials
1.9K
New
$120.08 - $243.11 $228K - $461K
1.9K $417K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
4.33K
+ 4.63%
$24.21 - $29.58 $105K - $128K
98K $2.9M
W
Wayfair Inc.

Consumer Cyclical
2.3K
+ 14.76%
$24.14 - $51.22 $55.4K - $118K
17.9K $913K
NTCT
Netscout Systems Inc

Technology
16.7K
New
$19.23 - $25.14 $320K - $419K
16.7K $413K
PSO
Pearson PLC

Communication Services
38.6K
+ 25.48%
$14.41 - $16.64 $556K - $642K
190K $2.84M
DAN
Dana Inc

Consumer Cyclical
19.6K
+ 100.65%
$10.38 - $17.71 $204K - $347K
39.1K $670K
STLG
Ishares Factors Us Growth Styl

ETFs
8.15K
+ 17.95%
N/A
53.6K $2.7M
QRVO
Qorvo, Inc.

Technology
1.85K
+ 9.17%
$50.81 - $84.91 $94K - $157K
22K $1.87M
VNO
Vornado Realty Trust

Real Estate
3.22K
+ 1.41%
$31.74 - $41.27 $102K - $133K
232K $8.86M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
6.86K
+ 2.26%
$55.57 - $62.73 $381K - $430K
311K $19.1M
IETC
Ishares U S ETF Tr

ETFs
2.66K
+ 31.92%
$67.28 - $94.0 $179K - $250K
11K $1.03M
FTQI
First Trust ETF Vi First Trust

ETFs
17.1K
+ 17.27%
$16.83 - $19.58 $287K - $334K
116K $2.27M
SCVL
Shoe Carnival Inc

Consumer Cyclical
58.4K
+ 27.85%
$16.75 - $23.0 $978K - $1.34M
268K $5.01M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
46.4K
+ 8.37%
$19.12 - $22.36 $887K - $1.04M
600K $12.8M
IAPR
Innovator Etfs Tr Internationa

ETFs
11.3K
+ 26.09%
$25.9 - $29.24 $292K - $329K
54.4K $1.59M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
2.26K
+ 5.3%
$49.79 - $62.18 $112K - $140K
44.9K $2.79M
COLL
Collegium Pharmaceutical, Inc

Healthcare
13.8K
+ 44.81%
$24.67 - $30.44 $341K - $421K
44.7K $1.32M
EWX
Spdr S&P Emerging Markets Smal

ETFs
2.96K
+ 7.42%
$49.89 - $62.13 $148K - $184K
42.8K $2.66M
REET
Ishares Global Reit ETF

ETFs
1.97K
+ 0.25%
$21.59 - $25.16 $42.4K - $49.4K
792K $19.6M
CIGI
Colliers International Group Inc.

Real Estate
2.69K
+ 57.46%
$106.71 - $132.85 $287K - $357K
7.36K $960K
GPOR
Gulfport Energy Corp

Energy
1.58K
+ 35.4%
$158.62 - $206.57 $251K - $327K
6.06K $1.22M
NYF
Ishares New York Muni Bond ETF

ETFs
9.46K
+ 4.83%
$51.29 - $53.06 $485K - $502K
205K $10.7M
S
Sentinel One, Inc.

Technology
21.1K
+ 27.26%
$16.17 - $20.34 $341K - $429K
98.5K $1.8M
TROX
Tronox Holdings PLC

Basic Materials
77.8K
New
$4.51 - $6.87 $351K - $535K
77.8K $394K
DIG
Proshares Ultra Oil & Gas

ETFs
11.8K
New
$27.65 - $42.8 $327K - $506K
11.8K $393K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
3.48K
New
$99.46 - $129.39 $346K - $450K
3.48K $391K
BIT
Black Rock Multi Sector Income Trust

Financial Services
24.5K
+ 9.21%
$13.11 - $14.6 $322K - $358K
291K $4.25M
EAT
Brinker International, Inc

Consumer Cyclical
1.32K
+ 27.57%
$128.68 - $181.78 $170K - $240K
6.12K $1.1M
RNR
Renaissancere Holdings LTD

Financial Services
328
+ 0.31%
$220.37 - $253.95 $72.3K - $83.3K
106K $25.8M
RIGS
Riverfront Strategic Income Fd

ETFs
15.9K
+ 15.17%
$22.2 - $23.41 $353K - $372K
121K $2.81M
EVO
Evotec Se

Healthcare
91.7K
New
$2.97 - $4.73 $272K - $434K
91.7K $384K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.04K
+ 3.31%
$33.13 - $40.67 $101K - $124K
94.8K $3.85M
UCIB
Ubs Ag

ETFs
15.4K
+ 11.61%
$24.42 - $27.45 $377K - $424K
148K $3.91M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
69.1K
+ 14.39%
$28.49 - $33.82 $1.97M - $2.34M
550K $16.3M
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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