Envestnet Asset Management Inc Purchases in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CMS
Cms Energy Corp

Utilities
113K
+ 13.23%
$64.99 - $75.11 $7.35M - $8.49M
968K $72.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
154K
+ 27.54%
$100.32 - $100.76 $15.5M - $15.5M
714K $71.8M
HYLB
Xtrackers Usd High Yield Corp

ETFs
424K
+ 9.78%
$35.96 - $36.72 $15.3M - $15.6M
4.76M $172M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
293K
+ 10.96%
$50.39 - $50.66 $14.7M - $14.8M
2.96M $150M
IGLB
Ishares 10+ Year Investment Gr

ETFs
243K
+ 6.22%
$48.32 - $51.22 $11.7M - $12.5M
4.15M $209M
ILF
Ishares Latin America 40 ETF

ETFs
626K
+ 525.33%
$20.87 - $24.43 $13.1M - $15.3M
745K $17.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
314K
+ 3.28%
$32.5 - $33.3 $10.2M - $10.5M
9.9M $329M
OVV
Ovintiv Inc.

Energy
326K
+ 144.2%
$37.84 - $45.91 $12.4M - $15M
553K $23.7M
TTE
Total Energies Se

Energy
211K
+ 7.95%
N/A
2.86M $196M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
629K
+ 95.81%
$21.73 - $23.02 $13.7M - $14.5M
1.29M $29M
FE
Firstenergy Corp

Utilities
347K
+ 91.01%
$37.95 - $43.5 $13.2M - $15.1M
728K $29.4M
CL
Colgate Palmolive CO

Consumer Defensive
133K
+ 24.59%
$85.68 - $97.5 $11.4M - $13M
676K $63.3M
ATO
Atmos Energy Corp

Utilities
33.7K
+ 5.92%
$136.51 - $154.58 $4.59M - $5.2M
603K $93.2M
LYG
Lloyds Banking Group PLC

Financial Services
863K
+ 8.97%
$2.58 - $3.9 $2.23M - $3.37M
10.5M $40.1M
FREL
Fidelity Covington Tr Msci Rea

ETFs
494K
+ 125.47%
$25.98 - $28.59 $12.8M - $14.1M
887K $24.4M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
1.16M
+ 431.2%
$10.62 - $11.83 $12.4M - $13.8M
1.43M $16.6M
TSN
Tyson Foods, Inc.

Consumer Defensive
187K
+ 68.78%
$54.27 - $63.81 $10.1M - $11.9M
458K $29.2M
VDE
Vanguard Energy ETF

ETFs
73.7K
+ 15.37%
$119.14 - $132.76 $8.79M - $9.79M
553K $71.8M
LNG
Cheniere Energy, Inc.

Energy
34K
+ 9.85%
$209.32 - $253.66 $7.12M - $8.63M
379K $87.7M
EBAY
Ebay Inc

Consumer Cyclical
91.5K
+ 7.23%
$61.61 - $70.93 $5.64M - $6.49M
1.36M $92M
GTO
Invesco Actively Managed ETF T

ETFs
257K
+ 9.63%
$45.9 - $47.37 $11.8M - $12.2M
2.93M $137M
SCHR
Schwab Intermediate Term Us Tr

ETFs
490K
+ 22.04%
$24.05 - $24.86 $11.8M - $12.2M
2.71M $67.4M
HEI
Heico Corp

Industrials
26.1K
+ 12.17%
$219.6 - $270.85 $5.72M - $7.06M
240K $64.2M
MMM
3 M CO

Industrials
27.2K
+ 5.29%
$129.7 - $155.12 $3.52M - $4.21M
541K $79.4M
WSO
Watsco Inc

Industrials
8.18K
+ 3.14%
$463.86 - $530.75 $3.79M - $4.34M
268K $136M
LYV
Live Nation Entertainment, Inc.

Communication Services
97.7K
+ 31.53%
$115.79 - $154.66 $11.3M - $15.1M
407K $53.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
254K
+ 24.19%
$45.56 - $47.23 $11.6M - $12M
1.3M $61.3M
G
Genpact LTD

Technology
228K
+ 124.16%
$42.88 - $55.54 $9.79M - $12.7M
412K $20.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
39.9K
+ 2.34%
$67.08 - $76.14 $2.68M - $3.04M
1.75M $129M
CCK
Crown Holdings Inc

Consumer Cyclical
138K
+ 181.15%
$78.77 - $91.74 $10.8M - $12.6M
214K $19.1M
PEAK
Healthpeak Properties, Inc.

Real Estate
669K
+ 28.05%
N/A
3.05M $57.9M
SCHO
Schwab Short Term Us Treasury

ETFs
437K
+ 6.07%
$24.1 - $24.34 $10.5M - $10.6M
7.65M $186M
FISV
Fiserv Inc

Technology
101K
+ 5.61%
N/A
1.9M $237M
WELL
Welltower Inc.

Real Estate
280
+ 0.06%
$124.05 - $156.86 $34.7K - $43.9K
459K $70.3M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
449K
+ 172.1%
$17.16 - $25.25 $7.7M - $11.3M
709K $16.9M
HDV
Ishares Core High Dividend ETF

ETFs
51.5K
+ 7.38%
$110.86 - $121.12 $5.71M - $6.24M
749K $90.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
88K
+ 6.18%
$156.61 - $168.02 $13.8M - $14.8M
1.51M $243M
O
Realty Income Corp

Real Estate
37.1K
+ 1.68%
$51.67 - $58.49 $1.92M - $2.17M
2.25M $130M
MLI
Mueller Industries Inc

Industrials
167K
+ 134.45%
$76.14 - $82.67 $12.7M - $13.8M
291K $22.1M
BA
Boeing CO

Industrials
95.9K
+ 15.0%
$148.15 - $186.25 $14.2M - $17.9M
735K $125M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
462K
+ 46.56%
$23.61 - $24.38 $10.9M - $11.3M
1.46M $35.5M
LKQ
Lkq Corp

Consumer Cyclical
162K
+ 18.61%
$36.24 - $44.05 $5.88M - $7.15M
1.03M $44M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
114K
+ 10.29%
$100.34 - $100.68 $11.5M - $11.5M
1.23M $124M
MGC
Vanguard Mega Cap ETF

ETFs
83.6K
+ 19.04%
$199.2 - $222.69 $16.6M - $18.6M
522K $105M
JCI
Johnson Controls International PLC

Industrials
111K
+ 4.54%
$76.12 - $90.6 $8.48M - $10.1M
2.56M $205M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
237K
+ 30.18%
$49.69 - $50.76 $11.8M - $12M
1.02M $51.1M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
304K
+ 145.57%
$34.25 - $37.6 $10.4M - $11.4M
513K $18.9M
COF
Capital One Financial Corp

Financial Services
61.4K
+ 9.98%
$163.87 - $209.82 $10.1M - $12.9M
677K $121M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
225K
+ 102.9%
$50.72 - $50.92 $11.4M - $11.5M
444K $22.6M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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