Envestnet Asset Management Inc Purchases in Q3 2025

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XMMO
Invesco Exchange Traded Fd Tr

ETFs
77.9K
+ 26.41%
$128.6 - $136.01 $10M - $10.6M
373K $50.4M
WELL
Welltower Inc.

Real Estate
1.94K
+ 0.39%
$150.71 - $178.14 $293K - $346K
498K $88.7M
FVAL
Fidelity Covington Tr Value Fa

ETFs
78.3K
+ 5.6%
$63.74 - $69.18 $4.99M - $5.42M
1.48M $102M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
93.1K
+ 1.92%
$13.29 - $16.05 $1.24M - $1.49M
4.94M $78.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
270K
+ 2.75%
$33.26 - $34.01 $8.98M - $9.19M
10.1M $342M
GPC
Genuine Parts CO

Consumer Cyclical
21.8K
+ 4.13%
$122.23 - $142.77 $2.67M - $3.12M
550K $76.2M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
236K
+ 31.8%
$38.85 - $41.97 $9.17M - $9.91M
979K $41M
AEIS
Advanced Energy Industries Inc

Industrials
16.6K
+ 6.75%
$133.59 - $176.59 $2.22M - $2.93M
263K $44.7M
IBP
Installed Building Products, Inc.

Consumer Cyclical
18.5K
+ 16.31%
$184.09 - $279.47 $3.4M - $5.17M
132K $32.5M
CFG
Citizens Financial Group Inc

Financial Services
141K
+ 25.71%
$46.1 - $53.65 $6.48M - $7.55M
688K $36.6M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
111K
+ 9.45%
$60.01 - $65.01 $6.68M - $7.23M
1.29M $83.8M
NRG
Nrg Energy, Inc.

Utilities
71.8K
+ 24.68%
$144.77 - $173.91 $10.4M - $12.5M
363K $58.7M
FLEX
Flex Ltd.

Technology
19.9K
+ 1.47%
$48.49 - $59.33 $965K - $1.18M
1.37M $79.4M
POWL
Powell Industries Inc

Industrials
14.2K
+ 17.31%
$205.47 - $304.3 $2.92M - $4.32M
96.3K $29.3M
RPRX
Royalty Pharma PLC

Healthcare
340K
+ 348.15%
$34.9 - $37.91 $11.9M - $12.9M
437K $15.4M
AHYB
American Centy ETF Tr Select H
251K
+ 41.42%
$46.13 - $46.99 $11.6M - $11.8M
856K $40.2M
BX
Blackstone Inc.

Financial Services
13.3K
+ 2.95%
$152.77 - $188.68 $2.03M - $2.51M
463K $79.1M
VDE
Vanguard Energy ETF

ETFs
71.1K
+ 16.62%
$118.37 - $129.65 $8.41M - $9.21M
499K $62.8M
YLD
Principal Exchange Traded Fds

ETFs
599K
+ 58.95%
$19.14 - $19.46 $11.5M - $11.7M
1.62M $31.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
93.4K
+ 3.14%
$35.42 - $38.65 $3.31M - $3.61M
3.07M $117M
COLB
Columbia Banking System, Inc.

Financial Services
436K
+ 220.39%
$23.26 - $27.31 $10.1M - $11.9M
633K $16.3M
GFI
Gold Fields LTD

Basic Materials
91.4K
+ 21.31%
$23.36 - $42.3 $2.14M - $3.87M
520K $21.8M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
197K
+ 74.1%
$53.62 - $55.95 $10.5M - $11M
462K $25.9M
CTRE
Care Trust Reit, Inc.

Real Estate
307K
+ 139.19%
$30.29 - $34.8 $9.31M - $10.7M
528K $18.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
37.2K
+ 2.35%
$67.1 - $74.29 $2.5M - $2.76M
1.62M $119M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
240K
+ 6.71%
$39.58 - $40.74 $9.49M - $9.77M
3.81M $155M
JHMM
John Hancock Multifactor Mid C

ETFs
151K
+ 43.63%
$61.22 - $65.26 $9.21M - $9.82M
495K $32.1M
WMB
Williams Companies, Inc.

Energy
135K
+ 3.06%
$56.52 - $64.01 $7.62M - $8.63M
4.54M $288M
BE
Bloom Energy Corp

Industrials
105K
+ 330.39%
$22.13 - $86.27 $2.33M - $9.07M
137K $11.6M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
224K
New
$40.76 - $47.94 $9.12M - $10.7M
224K $10.7M
PLUS
Eplus Inc

Technology
152K
+ 177.84%
$62.28 - $76.08 $9.47M - $11.6M
238K $16.9M
IXG
Ishares Global Fin'L ETF

ETFs
91.2K
+ 1681.48%
$109.57 - $116.94 $9.99M - $10.7M
96.6K $11.3M
PKG
Packaging Corp Of America

Consumer Cyclical
20K
+ 9.98%
$191.41 - $220.25 $3.83M - $4.41M
220K $48.1M
HSBC
Hsbc Holdings PLC

Financial Services
130K
+ 141.05%
$60.27 - $70.98 $7.86M - $9.26M
223K $15.8M
ING
Ing Groep Nv

Financial Services
82.3K
+ 4.31%
$22.0 - $26.08 $1.81M - $2.15M
1.99M $51.9M
AIQ
Global X Funds Global X Artifi

ETFs
184K
+ 94.82%
$43.2 - $49.66 $7.93M - $9.12M
377K $18.6M
ALB
Albemarle Corp

Basic Materials
94.5K
+ 69.67%
$62.9 - $88.1 $5.94M - $8.32M
230K $18.7M
PFFV
Global X Variable Rate Preferr

Technology
438K
+ 531.59%
$22.87 - $23.38 $10M - $10.2M
520K $12M
VOT
Vanguard Mid Cap Growth Index

ETFs
14K
+ 2.21%
$282.75 - $294.19 $3.97M - $4.13M
651K $191M
FDX
Fedex Corp

Industrials
28.7K
+ 7.52%
$217.1 - $243.2 $6.23M - $6.97M
410K $96.7M
JNK
Spdr Bloomberg High Yield Bond

ETFs
80.3K
+ 2.92%
$96.22 - $98.19 $7.73M - $7.89M
2.83M $277M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
321K
+ 40.03%
$25.53 - $26.94 $8.2M - $8.65M
1.12M $30.3M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.49K
+ 0.71%
$171.01 - $228.24 $254K - $340K
210K $45M
FQAL
Fidelity Covington Tr Quality

ETFs
55.1K
+ 5.0%
$69.69 - $74.72 $3.84M - $4.12M
1.16M $86.4M
PNW
Pinnacle West Capital Corp

Utilities
106K
+ 110.54%
$85.87 - $94.45 $9.12M - $10M
202K $18.1M
LDOS
Leidos Holdings, Inc.

Technology
678
+ 0.23%
$159.2 - $188.96 $108K - $128K
301K $56.8M
DORM
Dorman Products, Inc.

Consumer Cyclical
25.7K
+ 15.6%
$119.13 - $166.34 $3.06M - $4.28M
191K $29.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
112K
+ 13.47%
$59.61 - $63.09 $6.68M - $7.07M
944K $59.4M
GBIL
Goldman Sachs Access Treasury

ETFs
92.5K
+ 6.91%
$99.82 - $100.23 $9.23M - $9.27M
1.43M $143M
Activity Summary
Buys All Purchases 2493 New Holdings 288 Increased Positions 2205 Sells All Sells 1997 Reductions 1997 Sold out 0 Options Calls 0 Puts 0
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