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
DFAE
Dimensional ETF Tr

ETFs
36.3K
+ 1.58%
$22.87 - $28.95 $831K - $1.05M
2.33M $67.5M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
93.9K
+ 64.08%
$53.5 - $71.62 $5.02M - $6.72M
240K $17.2M
TRV
Travelers Companies, Inc.

Financial Services
21.6K
+ 3.16%
$233.83 - $276.34 $5.06M - $5.98M
705K $189M
IEV
Ishares Tr Europe ETF

ETFs
110K
+ 63.56%
$51.8 - $64.59 $5.7M - $7.11M
283K $17.9M
KR
Kroger CO

Consumer Defensive
66.4K
+ 8.83%
$64.62 - $74.0 $4.29M - $4.91M
818K $58.7M
PFE
Pfizer Inc

Healthcare
793K
+ 7.62%
$21.59 - $24.84 $17.1M - $19.7M
11.2M $271M
PPA
Invesco Exchange Traded Fd Tr

ETFs
29.5K
+ 20.79%
$105.2 - $141.69 $3.11M - $4.18M
172K $24.3M
WEC
Wec Energy Group, Inc.

Utilities
190K
+ 7.54%
$102.24 - $109.76 $19.4M - $20.8M
2.71M $282M
PINS
Pinterest, Inc.

Communication Services
124K
+ 18.58%
$24.21 - $35.95 $3.01M - $4.48M
795K $28.5M
AUB
Atlantic Union Bankshares Corp

Financial Services
244K
+ 69.72%
$23.85 - $32.24 $5.83M - $7.88M
595K $18.6M
TOST
Toast, Inc.

Technology
80K
+ 21.62%
$30.03 - $45.23 $2.4M - $3.62M
450K $19.9M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
55.4K
+ 15.87%
$66.99 - $83.47 $3.71M - $4.62M
404K $33.8M
CVS
Cvs Health Corp

Healthcare
76.7K
+ 4.12%
$60.04 - $70.18 $4.61M - $5.39M
1.94M $134M
ES
Eversource Energy

Utilities
111K
+ 37.99%
$54.25 - $65.89 $6.03M - $7.33M
404K $25.7M
DOCU
Docusign, Inc.

Technology
104K
+ 58.85%
$70.35 - $93.84 $7.34M - $9.79M
282K $21.9M
TTWO
Take Two Interactive Software Inc

Communication Services
335
+ 0.16%
$194.58 - $243.05 $65.2K - $81.4K
208K $50.5M
PRI
Primerica, Inc.

Financial Services
31.3K
+ 30.54%
$244.39 - $290.62 $7.64M - $9.09M
134K $36.6M
WCC
Wesco International Inc

Industrials
21.1K
+ 17.93%
$132.86 - $186.1 $2.8M - $3.92M
138K $25.6M
MGA
Magna International Inc

Consumer Cyclical
28.6K
+ 2.1%
$30.82 - $38.61 $880K - $1.1M
1.39M $53.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
17.2K
+ 0.78%
$73.19 - $85.21 $1.26M - $1.46M
2.23M $190M
IG
Principal Fds Principal Invt G

ETFs
339K
+ 16.19%
$19.9 - $20.81 $6.74M - $7.05M
2.43M $50.6M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
94.8K
+ 335.19%
$65.1 - $75.98 $6.17M - $7.2M
123K $9.35M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
135K
+ 6.39%
$46.39 - $47.84 $6.27M - $6.47M
2.25M $108M
AMT
American Tower Corp

Real Estate
20.4K
+ 2.68%
$203.96 - $228.19 $4.16M - $4.65M
780K $172M
AVAV
Aero Vironment Inc

Industrials
4.87K
+ 14.19%
$111.65 - $284.95 $544K - $1.39M
39.2K $11.2M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
166K
+ 19.83%
$40.66 - $41.98 $6.74M - $6.96M
1M $41.9M
AVY
Avery Dennison Corp

Industrials
46.8K
+ 9.73%
$159.58 - $183.97 $7.47M - $8.61M
528K $92.6M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
21.7K
+ 26.44%
$89.13 - $167.48 $1.94M - $3.64M
104K $15.8M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
183K
+ 267.17%
$33.92 - $37.71 $6.2M - $6.9M
251K $9.48M
FITB
Fifth Third Bancorp

Financial Services
79.4K
+ 4.19%
$33.32 - $41.51 $2.64M - $3.29M
1.98M $81.2M
KEYS
Keysight Technologies, Inc.

Technology
7.3K
+ 1.81%
$127.02 - $165.4 $927K - $1.21M
412K $67.4M
HLNE
Hamilton Lane Inc

Financial Services
58.3K
+ 26.92%
$126.65 - $175.49 $7.38M - $10.2M
275K $39.1M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
56.1K
+ 11.0%
$54.98 - $67.95 $3.09M - $3.81M
566K $38.2M
SHEL
Shell PLC

Energy
178K
+ 8.95%
$59.75 - $73.05 $10.6M - $13M
2.17M $153M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
45.3K
+ 1.32%
$23.45 - $26.56 $1.06M - $1.2M
3.48M $92.4M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
43.4K
+ 18.18%
$61.92 - $81.5 $2.69M - $3.54M
282K $23M
AES
Aes Corp

Utilities
865K
+ 68.06%
$9.63 - $12.55 $8.33M - $10.9M
2.14M $22.5M
NICE
Nice Ltd.

Technology
32.3K
+ 39.23%
$141.3 - $178.32 $4.56M - $5.75M
114K $19.3M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
292K
+ 42.14%
$22.09 - $22.44 $6.44M - $6.54M
984K $22M
ATO
Atmos Energy Corp

Utilities
44.6K
+ 7.39%
$145.06 - $162.66 $6.46M - $7.25M
647K $99.7M
ITRI
Itron, Inc.

Technology
33.6K
+ 43.63%
$92.04 - $132.78 $3.09M - $4.46M
111K $14.6M
DGX
Quest Diagnostics Inc

Healthcare
47.4K
+ 13.67%
N/A
394K $54M
FDL
First Tr Morningstar Dividend

ETFs
194K
+ 18.19%
$38.19 - $43.19 $7.43M - $8.4M
1.26M $52.9M
FIVE
Five Below, Inc

Consumer Cyclical
191
+ 0.17%
$55.75 - $131.18 $10.6K - $25.1K
114K $15M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
281K
+ 23.9%
$22.3 - $22.57 $6.26M - $6.34M
1.46M $32.7M
CSWC
Capital Southwest Corp

Financial Services
290K
+ 639.74%
$17.99 - $22.44 $5.22M - $6.52M
336K $7.4M
NUE
Nucor Corp

Basic Materials
26.5K
+ 8.69%
$103.22 - $131.43 $2.74M - $3.48M
332K $42.9M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
280K
+ 40.44%
$21.57 - $21.99 $6.03M - $6.15M
971K $21.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
75K
+ 1.32%
$51.68 - $52.76 $3.87M - $3.95M
5.76M $304M
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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