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
FHN
First Horizon Corp

Financial Services
6.65K
+ 6.65%
$16.21 - $21.2 $108K - $141K
107K $2.26M
XPND
First Tr Exchange Traded Fd Vi
9.49K
New
$25.1 - $33.68 $238K - $320K
9.49K $319K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
11.8K
+ 8.44%
$20.3 - $22.0 $239K - $259K
151K $3.24M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
613
+ 2.16%
$40.95 - $57.85 $25.1K - $35.5K
29K $1.66M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
11.5K
+ 16.88%
$16.57 - $20.48 $191K - $236K
79.7K $1.63M
IIIV
I3 Verticals, Inc.

Technology
1.88K
+ 2.01%
$22.76 - $27.48 $42.8K - $51.7K
95.3K $2.62M
LGND
Ligand Pharmaceuticals Inc

Healthcare
769
+ 2.89%
$96.67 - $118.22 $74.3K - $90.9K
27.4K $3.11M
FICS
First Tr Exchange Traded Fd Vi

ETFs
5.18K
+ 12.72%
$33.47 - $40.22 $173K - $208K
45.9K $1.81M
XRX
Xerox Holdings Corp

Technology
59.6K
New
$3.64 - $5.95 $217K - $355K
59.6K $314K
IBB
Ishares Biotechnology ETF

ETFs
3.05K
+ 5.75%
$112.02 - $129.0 $342K - $394K
56.1K $7.09M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
23.4K
+ 29.94%
$21.4 - $26.31 $501K - $616K
102K $2.2M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
9.52K
+ 2.62%
$20.23 - $21.04 $193K - $200K
373K $7.85M
HYLS
First Tr Tactical High Yield L

ETFs
1.28K
+ 0.39%
$39.8 - $41.84 $51.1K - $53.7K
328K $13.7M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
2.65K
+ 5.55%
$27.65 - $36.12 $73.2K - $95.6K
50.4K $1.82M
PSA
Public Storage

Real Estate
4.31K
+ 2.63%
$266.31 - $309.77 $1.15M - $1.34M
168K $49.3M
CARG
Car Gurus, Inc.

Communication Services
2.7K
+ 5.56%
$25.19 - $33.64 $68.1K - $90.9K
51.3K $1.72M
EDOW
First Tr Exchange Traded Fd

ETFs
3.6K
+ 4.67%
$32.19 - $38.33 $116K - $138K
80.7K $3.09M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.68K
+ 14.52%
$157.93 - $175.89 $265K - $295K
13.2K $2.31M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
3.9K
+ 7.64%
$46.76 - $57.2 $182K - $223K
55K $3.13M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
22K
+ 212.3%
$12.37 - $14.5 $272K - $318K
32.3K $447K
GHYG
Ishares Incus & Intl High Yiel

ETFs
5.72K
+ 31.02%
$42.9 - $46.31 $246K - $265K
24.2K $1.12M
EQAL
Invesco ETF

ETFs
4.51K
+ 12.19%
$41.38 - $49.24 $187K - $222K
41.5K $2.04M
KBA
Kraneshares Bosera Msci China

ETFs
11.5K
+ 48.79%
$20.81 - $24.45 $240K - $282K
35.2K $853K
XSW
Spdr S&P Software & Services E

ETFs
612
+ 10.18%
$141.65 - $189.82 $86.7K - $116K
6.63K $1.26M
BB
Blackberry LTD

Technology
64.4K
New
$2.87 - $4.87 $185K - $313K
64.4K $294K
IBHG
Ishares Tr Ibonds 2027 Term Hi
13K
New
$21.56 - $22.54 $281K - $293K
13K $293K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
33.4K
+ 24.17%
$9.61 - $10.53 $321K - $352K
172K $1.72M
STEW
Boulder Growth & Income Fund

Financial Services
14.1K
+ 15.96%
$15.52 - $17.85 $219K - $252K
103K $1.81M
HYHG
Proshares High Yield Interest

ETFs
3.79K
+ 7.27%
$61.25 - $64.99 $232K - $247K
55.9K $3.63M
ADEA
Adeia Inc.

Technology
18.8K
+ 97.59%
$11.23 - $14.24 $211K - $267K
38K $537K
CET
Central Securities Corp

Financial Services
5.59K
+ 103.97%
$40.74 - $47.86 $228K - $267K
11K $524K
INMD
In Mode Ltd.

Healthcare
23.8K
+ 124.34%
$13.28 - $18.1 $317K - $431K
43K $621K
PKB
Invesco Exchange Traded Fd Tr

ETFs
2.43K
+ 36.69%
$62.05 - $80.65 $151K - $196K
9.04K $726K
ERO
Ero Copper Corp.

Basic Materials
1.15K
+ 2.09%
$9.65 - $17.25 $11.1K - $19.9K
56.3K $947K
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
5.83K
+ 32.83%
$45.2 - $53.03 $263K - $309K
23.6K $1.2M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
13.6K
+ 23.43%
$27.55 - $29.44 $375K - $401K
71.7K $1.98M
HBM
Hudbay Minerals Inc.

Basic Materials
16.1K
+ 45.58%
$6.09 - $10.7 $98.3K - $173K
51.6K $547K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
11.6K
New
$20.31 - $24.1 $235K - $279K
11.6K $278K
BOCT
Innovator U.S. Equity Buffer E

ETFs
710
+ 0.99%
$38.5 - $45.45 $27.3K - $32.3K
72.5K $3.29M
AVPT
Ave Point, Inc.

Technology
11.6K
+ 109.91%
$13.33 - $19.99 $155K - $233K
22.2K $429K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
8.67K
+ 57.82%
$23.73 - $27.68 $206K - $240K
23.7K $654K
JXN
Jackson Financial Inc.

Financial Services
2.03K
+ 10.68%
$70.35 - $89.5 $143K - $182K
21.1K $1.87M
LVHD
Franklin U.S. Low Volatility H

ETFs
7.72K
+ 27.47%
$37.37 - $40.85 $288K - $315K
35.8K $1.43M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
45K
+ 15.97%
$21.06 - $24.14 $947K - $1.09M
327K $7M
PHI
Pldt Inc.

Communication Services
12.7K
New
$20.74 - $23.86 $262K - $302K
12.7K $275K
JPIB
Jpmorgan International Bond Op

ETFs
5.54K
+ 103.03%
$47.18 - $48.62 $262K - $270K
10.9K $531K
TRFM
ETF Ser Solutions Aam Transfor
6.33K
New
$29.9 - $43.19 $189K - $274K
6.33K $273K
BE
Bloom Energy Corp

Industrials
6.86K
+ 27.49%
$16.32 - $23.92 $112K - $164K
31.8K $761K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
5.33K
New
$38.39 - $51.11 $205K - $272K
5.33K $271K
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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