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
IBMO
Ishares Tr Ibonds December 202

ETFs
4.51K
+ 0.52%
$25.32 - $25.63 $114K - $116K
878K $22.5M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
8.63K
+ 1.05%
N/A
828K $16.1M
SKOR
Flexshares Tr Credit Scored Us

ETFs
2.88K
+ 5.05%
$47.3 - $48.78 $136K - $140K
59.9K $2.92M
DSP
Viant Technology Inc.

Technology
12.6K
New
$11.98 - $16.04 $151K - $202K
12.6K $166K
BST
Black Rock Science & Technology Trust

Financial Services
677
+ 2.53%
$29.62 - $38.3 $20.1K - $25.9K
27.4K $1.05M
QWLD
Spdr Index Shs Fds

ETFs
686
+ 6.77%
$114.78 - $134.88 $78.7K - $92.5K
10.8K $1.46M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
5.2K
+ 8.34%
$28.18 - $29.22 $146K - $152K
67.5K $1.97M
TOTR
T Rowe Price Exchange Traded F

ETFs
4.07K
+ 9.75%
$39.59 - $40.88 $161K - $166K
45.8K $1.86M
TBI
True Blue, Inc.

Industrials
12.8K
New
N/A
12.8K $162K
MTLS
Materialise Nv

Technology
10.4K
+ 7.44%
$4.16 - $5.89 $43.2K - $61.1K
150K $846K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
5.46K
+ 33.5%
$19.51 - $23.9 $107K - $130K
21.8K $519K
FSMO
Fidelity Covington Tr

ETFs
5.95K
+ 48.61%
N/A
18.2K $477K
MGRC
Mcgrath Rentcorp

Industrials
536
+ 2.6%
$101.45 - $118.14 $54.4K - $63.3K
21.1K $2.45M
NWBI
Northwest Bancshares, Inc.

Financial Services
11.4K
+ 81.01%
$10.9 - $12.84 $124K - $146K
25.4K $324K
PAAS
Pan American Silver Corp

Basic Materials
2.42K
+ 7.14%
$21.49 - $29.35 $52K - $71K
36.3K $1.03M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.81K
+ 3.22%
$49.18 - $50.17 $138K - $141K
90.1K $4.52M
BEKE
Ke Holdings Inc.

Real Estate
35.8K
+ 17.51%
$17.53 - $22.08 $627K - $790K
240K $4.26M
WF
Woori Financial Group Inc.

Financial Services
643
+ 8.57%
$30.46 - $49.73 $19.6K - $32K
8.14K $404K
ASGN
Asgn Inc

Technology
8.52K
+ 40.95%
$48.58 - $63.92 $414K - $544K
29.3K $1.46M
EVN
Eaton Vance Municipal Income Trust

Financial Services
15.3K
+ 13.7%
$9.82 - $10.45 $150K - $159K
127K $1.3M
YLDE
Legg Mason ETF Invt Tr

ETFs
2.74K
+ 27.29%
$46.94 - $52.62 $129K - $144K
12.8K $673K
DEI
Douglas Emmett Inc

Real Estate
14.3K
+ 21.66%
$13.09 - $16.29 $188K - $234K
80.6K $1.21M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
974
+ 2.76%
$29.0 - $35.55 $28.2K - $34.6K
36.2K $1.29M
ROIV
Roivant Sciences Ltd.

Healthcare
9.94K
+ 30.22%
$9.08 - $11.62 $90.2K - $115K
42.8K $482K
JOE
St Joe CO

Real Estate
2.87K
+ 15.4%
$40.82 - $49.27 $117K - $141K
21.5K $1.02M
YJUN
First Tr Exchange Traded Fd Vi
5.24K
+ 41.79%
$21.32 - $24.75 $112K - $130K
17.8K $434K
CLOU
Global X Fds Cloud Computing E

ETFs
3.52K
+ 12.11%
$18.31 - $23.55 $64.5K - $82.9K
32.6K $760K
TIMB
Tim S.A.

Communication Services
3.62K
+ 21.01%
$14.45 - $20.11 $52.4K - $72.9K
20.9K $419K
HEAR
Turtle Beach Corp

Technology
11.1K
New
N/A
11.1K $150K
ENIC
Enel Chile S.A.

Utilities
15.6K
+ 6.07%
$2.89 - $3.97 $45.2K - $62.1K
273K $992K
FNDA
Schwab Fundamental U S Small C

ETFs
2.83K
+ 5.28%
$23.85 - $28.69 $67.5K - $81.3K
56.4K $1.62M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
2.22K
+ 6.85%
$72.34 - $83.73 $161K - $186K
34.7K $2.82M
JLS
Nuveen Mortgage & Income Fund

Financial Services
7.99K
+ 8.24%
$17.16 - $18.74 $137K - $150K
105K $1.97M
FYLD
Cambria Foreign Shareholder Yi

ETFs
2.99K
+ 11.95%
$23.46 - $29.42 $70.2K - $88K
28K $819K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
545
+ 1.5%
$27.43 - $34.32 $14.9K - $18.7K
36.8K $1.26M
DNP
Dnp Select Income Fund Inc

Financial Services
16K
+ 13.28%
$8.89 - $9.88 $142K - $158K
137K $1.34M
FTSL
First Trust Senior Ln Fund

ETFs
173
+ 0.03%
$44.58 - $46.07 $7.71K - $7.97K
567K $26M
NIC
Nicolet Bankshares Inc

Financial Services
493
+ 8.55%
$100.68 - $125.35 $49.6K - $61.8K
6.26K $772K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
12.7K
+ 43.21%
$10.92 - $11.45 $139K - $145K
42.1K $472K
IEZ
Ishares Tr

ETFs
14.4K
+ 35.42%
$14.77 - $19.84 $213K - $287K
55.2K $937K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.07K
+ 10.84%
$89.28 - $103.8 $95.5K - $111K
10.9K $1.13M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.91K
+ 11.33%
$101.91 - $134.83 $195K - $258K
18.8K $2.36M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
170
+ 0.64%
$37.93 - $47.69 $6.45K - $8.11K
26.9K $1.28M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
2.46K
+ 1.51%
$20.31 - $21.71 $50K - $53.5K
166K $3.6M
DAKT
Daktronics Inc

Technology
491
+ 1.1%
$11.31 - $16.03 $5.55K - $7.87K
45.3K $685K
OSBC
Old Second Bancorp Inc

Financial Services
6.15K
+ 22.66%
$14.45 - $17.74 $88.9K - $109K
33.3K $590K
GSM
Ferroglobe PLC

Basic Materials
40.7K
+ 14.11%
$3.07 - $4.18 $125K - $170K
329K $1.21M
IMXI
International Money Express, Inc.

Technology
19K
+ 89.16%
$9.83 - $13.02 $187K - $247K
40.3K $406K
PVH
Pvh Corp.

Consumer Cyclical
557
+ 2.23%
$60.5 - $87.28 $33.7K - $48.6K
25.6K $1.76M
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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