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
EMXF
Ishares Esg Advanced Msci Em E

ETFs
2.09K
+ 20.32%
$34.17 - $42.88 $71.2K - $89.4K
12.3K $529K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
29.4K
+ 31.43%
$3.75 - $4.3 $110K - $127K
123K $528K
PALL
Abrdn Palladium ETF Trust

ETFs
934
+ 22.64%
$82.97 - $103.91 $77.5K - $97.1K
5.06K $509K
SONO
Sonos Inc

Technology
10.8K
+ 7.96%
$7.7 - $11.25 $82.8K - $121K
146K $1.58M
MTDR
Matador Resources CO

Energy
24.3K
+ 7.98%
$36.67 - $52.23 $892K - $1.27M
329K $15.7M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
12.8K
+ 45.15%
$11.19 - $11.84 $143K - $151K
41K $465K
RNGR
Ranger Energy Services, Inc.

Energy
11.1K
New
$10.65 - $14.48 $118K - $160K
11.1K $132K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
8.79K
+ 3.97%
$10.85 - $11.98 $95.4K - $105K
230K $2.75M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
28.5K
+ 14.73%
$5.64 - $6.2 $161K - $177K
222K $1.31M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
15.3K
+ 2.71%
$31.07 - $32.25 $476K - $495K
582K $18.5M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
3.58K
+ 42.45%
$23.44 - $28.85 $83.9K - $103K
12K $346K
PICK
Ishares Inc Msci Global Select

ETFs
1.84K
+ 5.28%
$30.23 - $38.24 $55.6K - $70.3K
36.7K $1.38M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
11.2K
+ 36.84%
$10.86 - $11.48 $121K - $128K
41.5K $473K
EEFT
Euronet Worldwide, Inc.

Technology
4.45K
+ 7.54%
$87.44 - $112.74 $389K - $502K
63.6K $6.44M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
10.6K
New
$11.12 - $12.78 $118K - $135K
10.6K $128K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
2.63K
+ 18.79%
$46.46 - $47.44 $122K - $125K
16.6K $789K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
14.3K
+ 39.3%
$9.72 - $10.39 $139K - $149K
50.8K $503K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.45K
+ 40.98%
$23.87 - $29.82 $82.4K - $103K
11.9K $354K
TPG
Tpg Inc.

Financial Services
1.76K
+ 24.56%
$39.68 - $53.09 $69.9K - $93.5K
8.94K $468K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
15.5K
+ 42.13%
$8.6 - $9.49 $134K - $147K
52.4K $467K
TENB
Tenable Holdings, Inc.

Technology
4.63K
+ 18.52%
$30.45 - $35.17 $141K - $163K
29.6K $1M
BOKF
Bok Financial Corp

Financial Services
2.91K
+ 11.94%
$87.86 - $103.42 $256K - $301K
27.3K $2.66M
EAD
Allspring Income Opportunities Fund

Financial Services
8.55K
+ 2.92%
$6.11 - $7.06 $52.2K - $60.3K
301K $2.12M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
393
+ 9.4%
$69.8 - $94.88 $27.4K - $37.3K
4.58K $434K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
13.6K
+ 42.95%
$9.89 - $10.9 $134K - $148K
45.1K $465K
PAM
Pampa Energy Inc.

Utilities
4.66K
+ 18.17%
$62.85 - $85.07 $293K - $396K
30.3K $2.1M
NRZ
New Residential Investment Corp.

Real Estate
16.8K
+ 15.5%
N/A
125K $906K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
9.64K
+ 32.87%
$11.0 - $12.41 $106K - $120K
39K $483K
PMF
Pimco Municipal Income Fund

Financial Services
18.9K
+ 54.45%
$7.76 - $8.98 $147K - $170K
53.7K $428K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
15.5K
New
$7.12 - $7.84 $110K - $122K
15.5K $121K
ZETA
Zeta Global Holdings Corp.

Technology
5.11K
+ 23.23%
$11.02 - $16.81 $56.3K - $85.8K
27.1K $419K
SLVP
Ishares Msci Global Silver And

ETFs
5.08K
+ 48.67%
$12.77 - $18.26 $64.8K - $92.7K
15.5K $276K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
7.25K
+ 13.3%
$17.18 - $18.29 $124K - $133K
61.7K $1.11M
KSS
Kohls Corp

Consumer Cyclical
14.1K
New
$6.13 - $9.4 $86.5K - $133K
14.1K $119K
VLY
Valley National Bancorp

Financial Services
13.4K
New
$7.87 - $9.2 $105K - $123K
13.4K $119K
FCO
Aberdeen Global Income Fund Inc

Financial Services
18.5K
New
$5.7 - $6.39 $106K - $118K
18.5K $118K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
13.7K
New
$6.24 - $8.83 $85.5K - $121K
13.7K $118K
TEQI
T Rowe Price Exchange Traded F

Technology
2.45K
+ 11.67%
$36.8 - $42.54 $90.1K - $104K
23.4K $996K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
733
+ 4.46%
$42.93 - $53.52 $31.5K - $39.2K
17.2K $919K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
5.84K
+ 11.46%
$20.01 - $20.15 $117K - $118K
56.8K $1.14M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
252
+ 5.66%
$208.91 - $238.66 $52.6K - $60.1K
4.7K $1.12M
PSCT
Invesco S&P Smallcap Informati

ETFs
306
+ 1.87%
$34.03 - $46.24 $10.4K - $14.1K
16.7K $770K
CDE
Coeur Mining, Inc.

Basic Materials
6.61K
+ 35.57%
$4.81 - $9.46 $31.8K - $62.5K
25.2K $223K
PNTG
Pennant Group, Inc.

Healthcare
338
+ 1.52%
$24.35 - $30.0 $8.23K - $10.1K
22.5K $672K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
3.31K
+ 28.37%
$23.14 - $27.82 $76.5K - $92K
15K $409K
GHC
Graham Holdings CO

Consumer Defensive
155
+ 6.65%
$876.56 - $1003.53 $136K - $156K
2.49K $2.35M
IGR
Cbre Global Real Estate Income Fund

Financial Services
21.2K
New
$4.33 - $5.29 $92K - $112K
21.2K $112K
FLSW
Franklin Templeton ETF Tr

ETFs
1.72K
+ 8.18%
$32.51 - $38.98 $56K - $67.2K
22.8K $865K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
957
+ 0.78%
$12.03 - $14.44 $11.5K - $13.8K
124K $1.8M
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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