Envestnet Asset Management Inc Incresed Positions in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
16K
+ 5.56%
$47.08 - $50.67 $755K - $812K
304K $15.3M
AGZ
Ishares Agency Bond ETF

ETFs
10.7K
+ 8.63%
$107.46 - $109.48 $1.15M - $1.17M
135K $14.8M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
18.9K
+ 40.77%
$66.3 - $74.17 $1.25M - $1.4M
65.2K $4.53M
AES
Aes Corp

Utilities
149K
+ 13.26%
$9.93 - $13.23 $1.48M - $1.97M
1.27M $15.8M
ICF
Ishares Tr

ETFs
15.1K
+ 4.67%
$57.98 - $63.8 $874K - $962K
338K $20.8M
NET
Cloudflare, Inc.

Technology
2.94K
+ 1.46%
$110.71 - $176.5 $325K - $518K
203K $22.9M
WTM
White Mountains Insurance Group LTD

Financial Services
855
+ 5.21%
$1818.58 - $1983.07 $1.55M - $1.7M
17.3K $33.3M
JPMB
J P Morgan Usd Emerging Market

ETFs
19.8K
+ 1.84%
$37.79 - $39.03 $749K - $774K
1.1M $42.3M
PFFA
Etfis Ser Tr I

ETFs
64.9K
+ 66.11%
$21.21 - $22.3 $1.38M - $1.45M
163K $3.46M
VRT
Vertiv Holdings CO

Industrials
15.1K
+ 3.24%
N/A
481K $41.7M
TILE
Interface Inc

Consumer Cyclical
71.5K
+ 277.1%
$18.26 - $25.12 $1.31M - $1.8M
97.3K $1.93M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
15.8K
+ 2.88%
$31.42 - $34.87 $496K - $550K
564K $19M
SXT
Sensient Technologies Corp

Basic Materials
17.2K
+ 248.08%
$67.31 - $77.4 $1.15M - $1.33M
24.1K $1.79M
SWK
Stanley Black & Decker, Inc.

Industrials
19.7K
+ 30.23%
$76.43 - $90.41 $1.51M - $1.79M
85.1K $6.54M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
76.1K
+ 21.62%
$15.0 - $15.91 $1.14M - $1.21M
428K $6.66M
WTMF
Wisdomtree Tr Managed Futures

ETFs
38.3K
+ 215.45%
$33.94 - $35.62 $1.3M - $1.36M
56.1K $1.91M
MFG
Mizuho Financial Group Inc

Financial Services
59.7K
+ 3.87%
$4.83 - $6.04 $288K - $360K
1.6M $8.83M
AYI
Acuity Brands Inc

Industrials
14.2K
+ 16.61%
$257.8 - $337.07 $3.67M - $4.79M
99.8K $26.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
18.2K
+ 57.89%
$103.02 - $140.69 $1.87M - $2.56M
49.5K $5.23M
CPK
Chesapeake Utilities Corp

Utilities
3.9K
+ 3.56%
$116.55 - $130.37 $455K - $509K
113K $14.6M
PRF
Invesco Exchange Traded Fd Tr

ETFs
23.4K
+ 0.5%
$39.4 - $42.61 $922K - $997K
4.7M $190M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
70.7K
+ 19.58%
$15.63 - $16.23 $1.11M - $1.15M
432K $6.88M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
39.8K
+ 38.58%
$29.72 - $31.94 $1.18M - $1.27M
143K $4.42M
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
24.6K
+ 6.4%
$46.0 - $46.83 $1.13M - $1.15M
410K $19M
CGXU
Capital Group Intl Focus Equit

ETFs
61.7K
+ 4.7%
$24.48 - $26.59 $1.51M - $1.64M
1.38M $33.7M
AGI
Alamos Gold Inc

Basic Materials
20.2K
+ 23.25%
$18.69 - $26.74 $377K - $540K
107K $2.86M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
49.4K
+ 14.76%
N/A
384K $9.8M
IEO
Ishares Tr

ETFs
10.1K
+ 17.11%
$86.02 - $99.13 $870K - $1M
69.3K $6.55M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
71.8K
+ 12.23%
$48.0 - $54.24 $3.45M - $3.9M
659K $31.8M
UHAL
Amerco

Industrials
25.1K
+ 23.84%
$62.22 - $74.71 $1.56M - $1.88M
130K $8.53M
NJR
New Jersey Resources Corp

Utilities
22.8K
+ 43.82%
$45.25 - $49.37 $1.03M - $1.13M
74.8K $3.67M
SHG
Shinhan Financial Group CO LTD

Financial Services
35.7K
+ 22.02%
N/A
198K $6.84M
KWEB
Kraneshares Tr Csi China Inter

ETFs
31.3K
+ 128.53%
$27.29 - $38.29 $853K - $1.2M
55.6K $1.94M
NWS
News Corp New Cl B Com Stk (De

Communication Services
40.7K
+ 22.69%
$29.66 - $35.0 $1.21M - $1.43M
220K $6.69M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
38K
+ 31.83%
$25.98 - $28.41 $987K - $1.08M
157K $4.33M
SIVR
Abrdn Silver ETF Trust

ETFs
16.9K
+ 12.34%
$28.07 - $32.82 $473K - $553K
154K $4.99M
ITRN
Ituran Location & Control Ltd.

Technology
32.1K
+ 294.7%
$31.47 - $43.91 $1.01M - $1.41M
43K $1.56M
STAG
Stag Industrial, Inc.

Real Estate
3.01K
+ 0.63%
$32.39 - $37.07 $97.3K - $111K
484K $17.5M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
27.1K
+ 34.82%
$40.77 - $42.27 $1.1M - $1.14M
105K $4.41M
KE
Kimball Electronics, Inc.

Industrials
106K
+ 45.38%
$16.11 - $19.51 $1.71M - $2.07M
339K $5.58M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
23.8K
+ 6.92%
$50.03 - $50.27 $1.19M - $1.2M
368K $18.5M
EPR
Epr Properties

Real Estate
16.1K
+ 38.2%
$43.98 - $53.81 $706K - $864K
58.1K $3.06M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
56.4K
+ 36.55%
$19.7 - $20.61 $1.11M - $1.16M
211K $4.25M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
57.8K
+ 175.1%
$19.55 - $20.33 $1.13M - $1.17M
90.8K $1.85M
CRUS
Cirrus Logic, Inc.

Technology
11.8K
+ 10.72%
$97.89 - $111.4 $1.16M - $1.32M
122K $12.2M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
51.1K
+ 103.11%
$23.13 - $23.41 $1.18M - $1.2M
101K $2.34M
FDLO
Fidelity Covington Tr Low Vola

ETFs
19.3K
+ 3.26%
$59.43 - $63.22 $1.15M - $1.22M
612K $37.1M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
14.5K
+ 33.34%
$85.06 - $87.69 $1.23M - $1.27M
58K $4.94M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
11K
+ 19.05%
$100.56 - $108.28 $1.1M - $1.19M
68.6K $7.07M
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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