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
AEIS
Advanced Energy Industries Inc

Industrials
36.2K
+ 17.27%
$79.03 - $133.84 $2.86M - $4.85M
246K $32.6M
VRSN
Verisign Inc

Technology
34.2K
+ 44.03%
$234.49 - $288.8 $8.01M - $9.86M
112K $32.3M
TFC
Truist Financial Corp

Financial Services
145K
+ 4.21%
$34.79 - $42.99 $5.03M - $6.22M
3.58M $154M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
70.7K
+ 31.58%
$101.93 - $128.63 $7.21M - $9.1M
295K $37.9M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
300K
+ 527.54%
$30.96 - $40.6 $9.29M - $12.2M
357K $14.4M
SHV
Ishares Tr

ETFs
113K
+ 11.35%
$110.06 - $110.46 $12.4M - $12.5M
1.11M $122M
COIN
Coinbase Global, Inc.

Technology
9.25K
+ 17.97%
$151.47 - $375.07 $1.4M - $3.47M
60.7K $21.3M
HSY
Hershey CO

Consumer Defensive
86.7K
+ 21.01%
$151.29 - $173.13 $13.1M - $15M
499K $82.9M
XSMO
Invesco S&P Smallcap Momentum

ETFs
62.9K
+ 4.15%
$55.15 - $68.11 $3.47M - $4.28M
1.58M $107M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
65.6K
+ 20.29%
$101.97 - $126.75 $6.69M - $8.31M
389K $49.3M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
239K
+ 64.84%
$49.98 - $50.26 $11.9M - $12M
607K $30.4M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
275K
+ 38.71%
$19.5 - $30.4 $5.35M - $8.35M
984K $28.8M
NU
Nu Holdings Ltd.

Financial Services
16.4K
+ 0.49%
$9.6 - $13.72 $157K - $224K
3.37M $46.2M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
147K
+ 25.4%
$35.12 - $48.24 $5.15M - $7.07M
724K $34.9M
GNRC
Generac Holdings Inc.

Industrials
17.4K
+ 3.08%
$101.92 - $143.21 $1.78M - $2.5M
582K $83.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
54.3K
+ 8.88%
$57.46 - $75.58 $3.12M - $4.1M
666K $50.3M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
23.7K
+ 32.96%
$224.32 - $326.09 $5.33M - $7.74M
95.8K $31.2M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
5.01K
+ 2.78%
$49.95 - $128.54 $250K - $644K
185K $23.1M
SLV
I Shares Silver Trust

ETFs
296K
+ 27.46%
$27.08 - $33.74 $8M - $9.97M
1.37M $45M
FVAL
Fidelity Covington Tr Value Fa

ETFs
94.3K
+ 7.23%
$52.8 - $63.87 $4.98M - $6.02M
1.4M $89.3M
FCX
Freeport Mcmoran Inc

Basic Materials
78K
+ 5.31%
$29.15 - $44.46 $2.27M - $3.47M
1.55M $67.1M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
180K
+ 12.27%
$36.36 - $41.4 $6.55M - $7.46M
1.65M $68.3M
NBIX
Neurocrine Biosciences Inc

Healthcare
75.7K
+ 61.92%
$87.54 - $128.18 $6.63M - $9.71M
198K $24.9M
TAXF
American Centy ETF Tr Diversif

ETFs
253K
+ 13.44%
$47.8 - $49.79 $12.1M - $12.6M
2.13M $104M
KMI
Kinder Morgan, Inc.

Energy
246K
+ 5.32%
$25.21 - $29.4 $6.2M - $7.23M
4.87M $143M
WSM
Williams Sonoma Inc

Consumer Cyclical
58.3K
+ 18.79%
$137.62 - $174.44 $8.02M - $10.2M
368K $60.2M
FN
Fabrinet

Technology
4.77K
+ 4.84%
$171.03 - $298.93 $815K - $1.42M
103K $30.4M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
193K
+ 131.85%
$39.69 - $51.24 $7.66M - $9.89M
339K $17.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.6K
+ 0.76%
$52.31 - $63.72 $976K - $1.19M
2.47M $157M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
221K
+ 1.06%
$45.2 - $46.6 $10M - $10.3M
21.1M $977M
CIEN
Ciena Corp

Technology
41.2K
+ 11.45%
$53.5 - $83.89 $2.2M - $3.45M
401K $32.6M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
88K
+ 16.74%
$54.03 - $67.61 $4.75M - $5.95M
614K $41.5M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
179K
+ 60.81%
$62.08 - $73.58 $11.1M - $13.2M
474K $31.8M
HD
Home Depot, Inc.

Consumer Cyclical
27.8K
+ 1.08%
$335.24 - $380.78 $9.33M - $10.6M
2.61M $955M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
51.3K
+ 62.48%
$162.34 - $192.15 $8.33M - $9.86M
133K $25.6M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
525K
+ 83.76%
$19.44 - $19.88 $10.2M - $10.4M
1.15M $22.9M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
11.1K
+ 0.71%
$73.0 - $85.5 $809K - $948K
1.57M $132M
HCA
Hca Healthcare, Inc.

Healthcare
6.39K
+ 3.02%
$317.61 - $387.52 $2.03M - $2.47M
218K $83.6M
FTNT
Fortinet, Inc.

Technology
44.2K
+ 7.32%
$84.71 - $108.69 $3.75M - $4.81M
649K $68.6M
VIG
Vanguard Dividend Appreciation

ETFs
56.7K
+ 2.46%
N/A
2.37M $431M
HIG
Hartford Financial Services Group, Inc.

Financial Services
65.7K
+ 11.06%
$109.83 - $131.67 $7.22M - $8.65M
660K $83.7M
RWX
Spdr Dow Jones International R

ETFs
370K
+ 2145.7%
$23.06 - $27.4 $8.54M - $10.1M
387K $10.6M
FSS
Federal Signal Corp

Industrials
36.2K
+ 19.08%
$69.23 - $106.42 $2.51M - $3.86M
226K $24.1M
SCHO
Schwab Short Term Us Treasury

ETFs
401K
+ 5.25%
$24.19 - $24.45 $9.71M - $9.81M
8.05M $196M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
470K
+ 0.63%
$22.54 - $23.17 $10.6M - $10.9M
74.6M $1.71B
IBN
Icici Bank LTD

Financial Services
116K
+ 4.02%
$30.16 - $34.39 $3.49M - $3.98M
2.99M $101M
SYY
Sysco Corp

Consumer Defensive
118K
+ 8.46%
$68.0 - $75.91 $8.05M - $8.99M
1.52M $115M
MMM
3 M CO

Industrials
46.2K
+ 8.54%
$126.09 - $154.15 $5.82M - $7.12M
587K $89.4M
CME
Cme Group Inc.

Financial Services
14.6K
+ 2.56%
$252.37 - $290.71 $3.69M - $4.25M
585K $161M
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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