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
AQN
Algonquin Power & Utilities Corp.

Utilities
14.8K
New
$4.56 - $6.22 $67.6K - $92.3K
14.8K $84K
LABD
Direxion Daily S&P Biotech Bea

ETFs
11.3K
New
$6.88 - $14.06 $77.6K - $158K
11.3K $84K
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.53K
+ 11.48%
$22.43 - $27.68 $34.4K - $42.4K
14.9K $412K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
2.14K
+ 1.0%
$10.6 - $12.44 $22.7K - $26.6K
216K $2.68M
MUST
Columbia ETF Tr I Multi Sector

ETFs
4.2K
+ 8.61%
$19.47 - $20.4 $81.7K - $85.6K
53K $1.07M
IGE
Ishares Tr North Amern Nat Res

ETFs
7.19K
+ 3.72%
$38.21 - $46.01 $275K - $331K
200K $8.87M
NNI
Nelnet Inc

Financial Services
369
+ 9.98%
$101.27 - $121.3 $37.4K - $44.8K
4.07K $492K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
528
+ 2.95%
$86.79 - $101.21 $45.8K - $53.4K
18.4K $1.81M
CFFN
Capitol Federal Financial, Inc.

Financial Services
13.4K
New
$5.03 - $6.1 $67.2K - $81.4K
13.4K $81K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
846
+ 7.81%
$16.58 - $24.56 $14K - $20.8K
11.7K $286K
CE
Celanese Corp

Basic Materials
3.31K
+ 4.61%
$37.49 - $59.36 $124K - $197K
75.2K $4.16M
DOLE
Dole PLC

Consumer Defensive
8.42K
+ 10.37%
$13.31 - $15.19 $112K - $128K
89.6K $1.25M
KIO
Kkr Income Opportunities Fund

Financial Services
5.49K
+ 13.48%
$10.99 - $12.56 $60.3K - $68.9K
46.2K $580K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
6.8K
+ 11.33%
$9.13 - $10.58 $62.1K - $72K
66.9K $706K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
368
+ 0.24%
$9.66 - $11.35 $3.55K - $4.18K
152K $1.72M
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
11.8K
New
$6.58 - $7.16 $77.8K - $84.6K
11.8K $79K
FMF
First Trust Managed Futures St

ETFs
10K
+ 2.43%
$44.79 - $46.43 $449K - $465K
422K $19.1M
GUG
Guggenheim Active Allocation Fund

ETFs
3.9K
+ 13.64%
$13.98 - $15.75 $54.5K - $61.4K
32.5K $508K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.6K
+ 13.19%
$18.53 - $24.21 $29.7K - $38.8K
13.7K $332K
BLW
Blackrock LTD Duration Income Trust

Financial Services
4.95K
+ 3.52%
$12.75 - $14.21 $63.1K - $70.3K
145K $2.06M
EOSE
Eos Energy Enterprises, Inc.

Industrials
14.8K
New
$3.3 - $7.11 $48.8K - $105K
14.8K $75K
WULF
Terawulf Inc.

Financial Services
2.26K
+ 5.77%
$2.24 - $4.53 $5.06K - $10.2K
41.4K $181K
VFC
V F Corp

Consumer Cyclical
15.5K
+ 54.26%
$9.74 - $16.39 $151K - $255K
44.2K $519K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
6.31K
+ 24.8%
$9.86 - $10.92 $62.2K - $68.9K
31.8K $346K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
2.34K
+ 3.19%
$47.05 - $50.22 $110K - $117K
75.6K $3.73M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
2.65K
+ 18.11%
$29.02 - $30.78 $76.9K - $81.6K
17.3K $524K
TOWN
Towne Bank (Va)

Financial Services
2.15K
+ 5.53%
$30.4 - $35.29 $65.4K - $75.9K
41.1K $1.4M
WDI
Western Asset Diversified Income Fund

ETFs
4.39K
+ 22.99%
$12.85 - $14.92 $56.4K - $65.4K
23.5K $348K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
18.5K
+ 17.12%
$3.55 - $4.0 $65.8K - $74.2K
127K $504K
EARN
Ellington Residential Mortgage Reit

Real Estate
8.86K
+ 14.13%
$4.54 - $5.77 $40.2K - $51.1K
71.6K $411K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
570
+ 30.6%
$196.72 - $266.32 $112K - $152K
2.43K $560K
SENEA
Seneca Foods Corp

Consumer Defensive
19
+ 0.34%
$82.54 - $101.43 $1.57K - $1.93K
5.6K $567K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
765
+ 26.39%
$71.89 - $88.34 $55K - $67.6K
3.66K $320K
VECO
Veeco Instruments Inc

Technology
2.68K
+ 3.9%
$17.35 - $21.81 $46.5K - $58.4K
71.4K $1.45M
BYND
Beyond Meat, Inc.

Consumer Defensive
20.2K
New
$2.28 - $3.49 $46K - $70.4K
20.2K $70K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
7.85K
+ 43.71%
$8.85 - $9.6 $69.4K - $75.3K
25.8K $239K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
3.32K
+ 16.33%
$23.99 - $29.79 $79.7K - $98.9K
23.7K $671K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
345
+ 6.96%
$83.55 - $102.36 $28.8K - $35.3K
5.3K $542K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
15.9K
+ 18.19%
$5.62 - $6.14 $89.3K - $97.5K
103K $593K
PFN
Pimco Income Strategy Fund Ii

Financial Services
16.5K
+ 4.64%
$6.87 - $7.56 $113K - $124K
372K $2.75M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
97
+ 0.72%
$24.47 - $31.91 $2.37K - $3.1K
13.5K $432K
IVR
Invesco Mortgage Capital Inc.

Real Estate
8.55K
+ 63.15%
$6.33 - $8.04 $54.1K - $68.8K
22.1K $173K
EWQ
Ishares Msci France ETF

ETFs
531
+ 3.61%
$35.65 - $43.57 $18.9K - $23.1K
15.2K $652K
BGB
Blackstone Strategic Credit Fund

Financial Services
5.34K
+ 23.68%
$10.85 - $12.12 $57.9K - $64.7K
27.9K $338K
NAT
Nordic American Tankers LTD

Industrials
16.6K
+ 74.73%
N/A
38.7K $154K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
1.7K
+ 6.01%
$31.06 - $39.3 $52.7K - $66.7K
30K $1.09M
UAA
Under Armour, Inc.

Consumer Cyclical
4.91K
+ 8.91%
$4.94 - $7.03 $24.3K - $34.5K
60K $410K
VTEX
Vtex

Technology
2.17K
+ 6.38%
$4.45 - $6.68 $9.65K - $14.5K
36.2K $238K
XBJL
Innovator Etfs Tr Us Equity Ac
1.33K
+ 16.43%
$30.83 - $35.99 $40.9K - $47.8K
9.41K $338K
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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