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
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
5.57K
+ 7.24%
$4.43 - $5.39 $24.7K - $30K
82.5K $444K
PSR
Invesco Actively

ETFs
770
+ 15.21%
$81.92 - $93.07 $63.1K - $71.7K
5.83K $532K
IFGL
Ishares International Develope

ETFs
652
+ 4.03%
$18.5 - $22.72 $12.1K - $14.8K
16.8K $382K
ERC
Allspring Multi Sector Income Fund

Financial Services
5.88K
+ 23.37%
$8.53 - $9.45 $50.1K - $55.5K
31K $293K
GNL
Global Net Lease, Inc.

Real Estate
9.7K
+ 42.27%
$6.82 - $8.08 $66.1K - $78.4K
32.6K $246K
KAPR
Innovator U.S. Small Cap Power

ETFs
1.11K
+ 6.65%
$28.5 - $32.39 $31.5K - $35.8K
17.7K $574K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
6.06K
+ 4.58%
$8.41 - $9.25 $50.9K - $56K
138K $1.28M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
5.94K
+ 24.37%
$7.79 - $9.98 $46.3K - $59.3K
30.3K $280K
EBLU
Ecofin Global Water Esg Fund

ETFs
4
+ 0.03%
$51.6 - $52.91 $206 - $212
12.4K $656K
UTG
Reaves Utility Income Fund

Financial Services
78
+ 0.51%
$29.08 - $36.18 $2.27K - $2.82K
15.5K $559K
BNS
Bank Of Nova Scotia

Financial Services
235
+ 4.05%
$44.56 - $55.27 $10.5K - $13K
6.04K $333K
JXI
Ishares Tr Global Utils ETF

ETFs
358
+ 5.29%
$64.56 - $74.02 $23.1K - $26.5K
7.12K $525K
FBP
First Bancorp

Financial Services
323
+ 1.08%
$16.84 - $21.1 $5.44K - $6.82K
30.3K $631K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
3.17K
+ 2.43%
$9.45 - $10.72 $30K - $34K
134K $1.41M
CNK
Cinemark Holdings, Inc.

Communication Services
30
+ 0.29%
$24.54 - $33.77 $736 - $1.01K
10.5K $316K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
4.94K
+ 24.25%
$10.28 - $11.04 $50.8K - $54.6K
25.3K $279K
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
2.31K
+ 8.03%
$23.11 - $23.4 $53.3K - $53.9K
31K $724K
FLTW
Franklin Templeton ETF Tr

ETFs
148
+ 2.78%
$37.15 - $52.99 $5.5K - $7.84K
5.48K $285K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1.37K
+ 1.5%
$53.27 - $54.27 $73.1K - $74.5K
93K $5.01M
PFBC
Preferred Bank

Financial Services
187
+ 1.4%
$75.32 - $87.67 $14.1K - $16.4K
13.6K $1.18M
JETS
ETF Ser Solutions U S Global J

ETFs
329
+ 1.55%
$17.37 - $23.44 $5.71K - $7.71K
21.6K $496K
VEGI
Ishares Inc Msci Global Agricu

ETFs
97
+ 0.62%
$33.43 - $41.08 $3.24K - $3.98K
15.6K $629K
MLKN
Millerknoll, Inc.

Consumer Cyclical
2.39K
+ 9.43%
$15.47 - $19.82 $36.9K - $47.3K
27.7K $537K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
3.81K
+ 10.05%
$14.83 - $16.07 $56.6K - $61.3K
41.8K $660K
SEMR
Se Mrush Holdings, Inc.

Technology
7.66K
+ 12.51%
$8.29 - $10.97 $63.5K - $84K
68.9K $623K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
258
+ 1.01%
$32.77 - $38.72 $8.45K - $9.99K
25.8K $997K
RFCI
Alps ETF Tr Riverfront Dynamic

ETFs
1.78K
+ 1.31%
$22.04 - $22.62 $39.2K - $40.3K
137K $3.1M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
5.07K
+ 21.76%
$8.0 - $9.55 $40.6K - $48.4K
28.4K $268K
MTX
Minerals Technologies Inc

Basic Materials
3.26K
+ 21.48%
$50.93 - $63.06 $166K - $205K
18.4K $1.01M
THY
Toews Agility Shares Dynamic T

Technology
2K
+ 19.43%
$21.89 - $22.43 $43.8K - $44.8K
12.3K $275K
KOMP
Spdr S&P Kensho New Economies

ETFs
98
+ 1.74%
$40.86 - $54.38 $4K - $5.33K
5.72K $311K
BDN
Brandywine Realty Trust

Real Estate
19.7K
+ 9.37%
$3.5 - $4.58 $69K - $90.4K
230K $988K
CHCO
City Holding CO

Financial Services
317
+ 15.62%
$108.93 - $123.42 $34.5K - $39.1K
2.35K $287K
CLVT
Clarivate PLC

Technology
5.45K
+ 7.9%
$3.1 - $4.5 $16.9K - $24.5K
74.4K $319K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
718
+ 4.58%
$26.97 - $32.13 $19.4K - $23.1K
16.4K $526K
LAUR
Laureate Education, Inc.

Consumer Defensive
480
+ 3.66%
$18.34 - $23.38 $8.8K - $11.2K
13.6K $317K
JHCB
John Hancock Corporate Bond Et
278
+ 0.13%
$20.55 - $21.44 $5.71K - $5.96K
209K $4.49M
LWLG
Lightwave Logic, Inc.

Basic Materials
35K
+ 159.44%
$0.83 - $1.37 $29.1K - $48K
57K $70K
INDY
Ishares India 50 ETF

ETFs
166
+ 1.56%
$48.44 - $54.73 $8.04K - $9.09K
10.8K $585K
NHI
National Health Investors Inc

Real Estate
1.18K
+ 12.16%
$68.74 - $76.77 $81.3K - $90.8K
10.9K $765K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
4.01K
+ 8.31%
$7.0 - $8.06 $28K - $32.3K
52.2K $421K
HMN
Horace Mann Educators Corp

Financial Services
245
+ 0.17%
$38.84 - $43.99 $9.52K - $10.8K
148K $6.34M
REAX
Real Brokerage Inc

Real Estate
10.4K
New
$3.82 - $4.73 $39.6K - $49K
10.4K $46K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
16.5K
New
$2.45 - $3.26 $40.5K - $53.9K
16.5K $45K
DNN
Denison Mines Corp.

Energy
12.7K
+ 29.37%
$1.15 - $1.86 $14.6K - $23.6K
56K $101K
EAPR
Innovator Etfs Tr Emerging Mkt
561
+ 2.69%
$24.71 - $27.99 $13.9K - $15.7K
21.4K $598K
AINV
Apollo Investment Corp

Financial Services
4.01K
+ 8.96%
N/A
48.8K $543K
VPC
Etfis Ser Tr I Virtus Private

ETFs
2.61K
+ 14.7%
$18.5 - $21.18 $48.2K - $55.2K
20.3K $416K
PMO
Putnam Municipal Opportunities Trust

Financial Services
8.05K
+ 6.82%
$9.46 - $10.23 $76.2K - $82.4K
126K $1.25M
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email