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
PJUL
Innovator U.S. Equity Power Bu

ETFs
111K
+ 25.94%
$43.83 - $45.64 $4.85M - $5.05M
537K $24.5M
RRX
Regal Rexnord Corp

Industrials
40.9K
+ 53.76%
$137.95 - $159.91 $5.65M - $6.55M
117K $16.8M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
138K
+ 89.32%
$38.8 - $40.1 $5.37M - $5.55M
293K $11.8M
RACE
Ferrari N.V.

Consumer Cyclical
14.3K
+ 6.51%
$436.24 - $517.65 $6.25M - $7.42M
234K $114M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
88.2K
+ 25.98%
$50.32 - $54.01 $4.44M - $4.76M
427K $23.1M
DHR
Danaher Corp

Healthcare
23.7K
+ 1.75%
$181.46 - $212.2 $4.3M - $5.03M
1.38M $274M
DFSD
Dimensional ETF Tr Short Durat

ETFs
110K
+ 5.67%
$47.86 - $48.43 $5.26M - $5.32M
2.05M $98.7M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
20.3K
+ 1.69%
$64.75 - $69.05 $1.31M - $1.4M
1.22M $84.4M
MOD
Modine Manufacturing CO

Consumer Cyclical
14K
+ 17.14%
$90.02 - $158.57 $1.26M - $2.22M
95.5K $13.6M
CWK
Cushman & Wakefield PLC

Real Estate
290K
+ 155.93%
$11.09 - $16.87 $3.22M - $4.9M
476K $7.58M
OHI
Omega Healthcare Investors Inc

Real Estate
72.7K
+ 17.4%
$36.29 - $43.34 $2.64M - $3.15M
490K $20.7M
PPA
Invesco Exchange Traded Fd Tr

ETFs
19.5K
+ 11.35%
$139.82 - $155.45 $2.72M - $3.03M
191K $29.7M
PCH
Potlatchdeltic Corp

Real Estate
128K
+ 182.01%
$39.34 - $44.24 $5.03M - $5.66M
198K $8.08M
LEVI
Levi Strauss & CO

Consumer Cyclical
229K
+ 2268.23%
$18.87 - $23.3 $4.32M - $5.33M
239K $5.57M
JBL
Jabil Inc

Technology
25.9K
+ 9.07%
$202.08 - $234.45 $5.24M - $6.08M
312K $67.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
160K
+ 14.34%
$46.51 - $50.07 $7.43M - $8M
1.27M $59.8M
USTB
Victory Portfolios Ii Victorys

ETFs
104K
+ 215.68%
$50.54 - $51.1 $5.28M - $5.34M
153K $7.8M
PRIM
Primoris Services Corp

Industrials
18.6K
+ 40.16%
$79.61 - $137.33 $1.48M - $2.56M
65K $8.92M
VTRS
Viatris Inc

Healthcare
353K
+ 18.87%
$8.74 - $10.69 $3.09M - $3.77M
2.22M $22M
LVHI
Franklin International Low Vol

ETFs
45.1K
+ 2.67%
$32.69 - $35.19 $1.47M - $1.59M
1.73M $60.1M
BIO
Bio Rad Laboratories, Inc.

Healthcare
4.35K
+ 4.21%
$241.95 - $303.82 $1.05M - $1.32M
108K $30.2M
LFUS
Littelfuse Inc

Technology
2.01K
+ 1.38%
$228.23 - $271.17 $459K - $546K
147K $38.2M
PRDO
Perdoceo Education Corp

Consumer Defensive
130K
+ 215.17%
$28.08 - $37.66 $3.66M - $4.91M
191K $7.19M
MINO
Pimco ETF Tr Municipal Income

ETFs
110K
+ 57.03%
$43.6 - $45.33 $4.79M - $4.98M
303K $13.7M
CPB
Campbell Soup CO

Consumer Defensive
159K
+ 123.31%
$30.41 - $34.03 $4.84M - $5.42M
288K $9.11M
LNT
Alliant Energy Corp

Utilities
2.73K
+ 0.38%
$60.76 - $67.41 $166K - $184K
715K $48.2M
FSV
First Service Corp

Real Estate
14.7K
+ 10.18%
$175.69 - $208.43 $2.59M - $3.07M
160K $30.4M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
658K
+ 1259.69%
$7.72 - $8.46 $5.08M - $5.57M
710K $5.52M
SAIA
Saia Inc

Industrials
6.41K
+ 5.12%
$281.49 - $333.61 $1.8M - $2.14M
132K $39.4M
CCL
Carnival Corp

Consumer Cyclical
156K
+ 23.33%
$28.37 - $32.49 $4.42M - $5.06M
823K $23.8M
MTZ
Mastec Inc

Industrials
13.2K
+ 25.35%
$168.23 - $212.81 $2.22M - $2.81M
65.3K $13.9M
FDL
First Tr Morningstar Dividend

ETFs
70K
+ 5.54%
$41.96 - $44.59 $2.94M - $3.12M
1.33M $57.9M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
90.1K
New
$46.93 - $58.5 $4.23M - $5.27M
90.1K $4.98M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
68.7K
+ 59.84%
$61.56 - $66.95 $4.23M - $4.6M
184K $12.3M
WTFC
Wintrust Financial Corp

Financial Services
11.6K
+ 2.96%
$122.55 - $139.81 $1.43M - $1.63M
406K $53.7M
PINS
Pinterest, Inc.

Communication Services
242K
+ 30.39%
$32.17 - $39.17 $7.77M - $9.46M
1.04M $33.3M
BALT
Innovator Etfs Tr
108K
+ 6.27%
$32.11 - $32.82 $3.46M - $3.53M
1.83M $59.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
54.1K
+ 16.07%
$73.94 - $78.51 $4M - $4.25M
391K $30.4M
OKE
Oneok Inc

Energy
163K
+ 19.84%
$71.36 - $83.47 $11.6M - $13.6M
986K $71.9M
IXN
Ishares Global Information Tec

ETFs
28.6K
+ 16.95%
$91.28 - $103.32 $2.61M - $2.95M
197K $20.4M
KORP
American Centy ETF Tr Diversif

ETFs
83.1K
+ 5.57%
$46.36 - $47.95 $3.85M - $3.99M
1.58M $75M
AUB
Atlantic Union Bankshares Corp

Financial Services
64.8K
+ 10.89%
$31.23 - $36.56 $2.02M - $2.37M
660K $23.3M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
237K
+ 58.74%
$18.86 - $19.16 $4.47M - $4.54M
640K $12.3M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
323K
+ 557.02%
$13.32 - $14.12 $4.31M - $4.57M
382K $5.39M
WCC
Wesco International Inc

Industrials
4.47K
+ 3.23%
$189.22 - $227.19 $846K - $1.02M
143K $30.2M
STLG
Ishares Factors Us Growth Styl

ETFs
90.8K
+ 169.5%
N/A
144K $7.26M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
14.3K
+ 10.7%
$190.8 - $204.83 $2.72M - $2.92M
148K $30.1M
JPIB
Jpmorgan International Bond Op

ETFs
91.3K
+ 836.24%
$48.32 - $49.13 $4.41M - $4.49M
102K $5.01M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
87.6K
+ 10.04%
$33.07 - $34.84 $2.9M - $3.05M
960K $33.4M
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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