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
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
19.5K
+ 1.34%
$23.96 - $24.41 $468K - $477K
1.47M $35.7M
YMM
Full Truck Alliance Co. Ltd.

Technology
29.1K
+ 36.17%
$9.67 - $13.01 $282K - $379K
110K $1.29M
STBA
S&T Bancorp Inc

Financial Services
3.76K
+ 2.33%
$32.89 - $38.76 $124K - $146K
165K $6.24M
ASIX
Advan Six Inc.

Basic Materials
11.2K
New
$18.69 - $24.81 $210K - $278K
11.2K $266K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
4.88K
+ 18.45%
$31.44 - $36.79 $153K - $179K
31.3K $1.15M
CGO
Calamos Global Total Return Fund

Financial Services
4.12K
+ 2.63%
$8.91 - $11.71 $36.7K - $48.3K
161K $1.89M
DJD
Invesco Exchange Traded Fd Tr

ETFs
4.76K
+ 15.4%
$47.46 - $53.19 $226K - $253K
35.7K $1.9M
VTWV
Vanguard Russell 2000 Value Et

ETFs
1.45K
+ 13.63%
$116.09 - $139.09 $168K - $201K
12.1K $1.68M
TQQQ
Proshares Ultrapro Qqq

ETFs
1.26K
+ 20.42%
$38.9 - $83.0 $49.1K - $105K
7.44K $617K
SU
Suncor Energy Inc

Energy
27.7K
+ 4.55%
$31.54 - $41.04 $874K - $1.14M
637K $23.8M
MARA
Marathon Digital Holdings, Inc.

Financial Services
11.7K
New
N/A
11.7K $263K
FVRR
Fiverr International Ltd.

Communication Services
8.95K
New
$22.2 - $33.78 $199K - $302K
8.95K $262K
AMRK
A Mark Precious Metals, Inc.

Financial Services
11.7K
New
$19.73 - $25.27 $231K - $296K
11.7K $260K
GHM
Graham Corp

Industrials
6
+ 0.05%
$26.62 - $50.6 $160 - $304
12.5K $620K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
14.7K
+ 44.15%
$47.34 - $67.22 $694K - $985K
47.8K $2.46M
SAIC
Science Applications International Corp

Technology
2.17K
+ 5.28%
$100.22 - $123.41 $218K - $268K
43.3K $4.88M
DCO
Ducommun Inc

Industrials
3.12K
New
$53.5 - $86.27 $167K - $269K
3.12K $257K
SFYF
Sofi Social 50 ETF

ETFs
5.48K
New
$33.98 - $46.81 $186K - $257K
5.48K $256K
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
176K
+ 13.03%
$2.38 - $2.74 $419K - $482K
1.53M $3.86M
UNFI
United Natural Foods Inc

Consumer Defensive
11K
New
$21.3 - $31.55 $234K - $347K
11K $256K
AVSE
American Centy ETF Tr Avantis

ETFs
4.36K
New
$45.56 - $58.63 $199K - $256K
4.36K $255K
FLRG
Fidelity Covington Tr U S Mult

ETFs
6.57K
+ 93.47%
$29.74 - $35.95 $195K - $236K
13.6K $488K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
2.45K
+ 31.48%
$60.05 - $75.31 $147K - $184K
10.2K $769K
AMWD
American Woodmark Corp

Consumer Cyclical
4.77K
New
$50.27 - $61.67 $240K - $294K
4.77K $254K
AMN
Amn Healthcare Services Inc

Healthcare
26.8K
+ 33.81%
$17.79 - $23.8 $477K - $638K
106K $2.19M
GNK
Genco Shipping & Trading LTD

Industrials
19.5K
New
$11.36 - $14.56 $221K - $284K
19.5K $254K
IREN
Iris Energy LTD

Financial Services
17.5K
New
$5.3 - $14.57 $92.6K - $255K
17.5K $254K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
4.31K
+ 4.55%
$17.92 - $22.08 $77.3K - $95.2K
99.2K $2.19M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.61K
+ 2.49%
$39.59 - $44.69 $63.5K - $71.7K
66.1K $2.95M
FLIN
Franklin Templeton ETF Tr

ETFs
3.4K
+ 9.0%
$35.01 - $39.98 $119K - $136K
41.2K $1.64M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
18.7K
+ 19.48%
$14.02 - $15.15 $262K - $283K
115K $1.7M
UPRO
Proshares Trust Proshares Ultr

ETFs
2.72K
New
$50.65 - $91.44 $138K - $249K
2.72K $249K
UVE
Universal Insurance Holdings, Inc.

Financial Services
8.97K
New
$21.25 - $28.47 $191K - $255K
8.97K $248K
BGNE
Bei Gene, Ltd.

Healthcare
1.09K
+ 1.79%
N/A
62.2K $14.1M
JFR
Nuveen Floating Rate Income Fund

Financial Services
29.1K
+ 4.22%
$7.51 - $8.49 $218K - $247K
717K $6.07M
BRC
Brady Corp

Industrials
4.33K
+ 23.34%
$64.32 - $76.24 $279K - $330K
22.9K $1.56M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
944
+ 7.68%
$74.67 - $97.29 $70.5K - $91.8K
13.2K $1.29M
FIVA
Fidelity Covington Tr

ETFs
7.07K
+ 51.8%
$23.66 - $29.55 $167K - $209K
20.7K $607K
GFF
Griffon Corp

Industrials
3.34K
+ 114.35%
$64.73 - $74.97 $216K - $250K
6.26K $452K
CRC
California Resources Corp

Energy
5.32K
New
$32.4 - $47.27 $172K - $252K
5.32K $243K
JOBY
Joby Aviation, Inc.

Industrials
8.74K
+ 26.15%
$5.33 - $10.55 $46.6K - $92.2K
42.2K $444K
MRC
Mrc Global Inc.

Energy
17.8K
New
$9.46 - $14.89 $168K - $265K
17.8K $243K
ANIP
Ani Pharmaceuticals Inc

Healthcare
3.87K
+ 59.92%
$57.79 - $72.95 $224K - $282K
10.3K $673K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
25.9K
+ 2.95%
$18.94 - $21.67 $490K - $561K
904K $19.1M
IBMP
Ishares Tr Ibonds December 202

ETFs
7.06K
+ 0.82%
$24.98 - $25.35 $176K - $179K
866K $22M
COCO
Vita Coco Company, Inc.

Consumer Defensive
1.87K
+ 5.97%
$27.0 - $37.18 $50.5K - $69.6K
33.2K $1.2M
U
Unity Software Inc.

Technology
9.85K
New
$16.75 - $26.24 $165K - $258K
9.85K $238K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
29.6K
+ 20.78%
$9.57 - $10.35 $283K - $306K
172K $1.7M
IYLD
Ishares Tr Ishares Morningstar

ETFs
10.8K
+ 66.12%
$19.19 - $20.76 $207K - $224K
27.2K $563K
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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