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
POR
Portland General Electric CO

Utilities
11.9K
+ 2.5%
$40.56 - $45.24 $481K - $536K
487K $21.7M
LRGF
Ishares Tr

ETFs
34.8K
+ 8.36%
$56.95 - $63.95 $1.98M - $2.23M
451K $26.1M
FINV
Fin Volution Group

Financial Services
44.7K
+ 22.87%
$6.58 - $10.72 $294K - $479K
240K $2.31M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
31.7K
+ 175.09%
$28.16 - $31.35 $892K - $993K
49.8K $1.5M
BIT
Black Rock Multi Sector Income Trust

Financial Services
69.3K
+ 35.18%
$14.43 - $14.85 $1M - $1.03M
266K $3.86M
NVST
Envista Holdings Corp

Healthcare
71.8K
+ 55.73%
$16.25 - $22.15 $1.17M - $1.59M
201K $3.46M
UDR
Udr, Inc.

Real Estate
16K
+ 11.29%
$40.09 - $46.04 $641K - $737K
158K $7.12M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7.48K
+ 1.2%
$42.18 - $45.16 $315K - $338K
631K $27.9M
LOGI
Logitech International S.A.

Technology
8.97K
+ 8.9%
$81.64 - $105.06 $732K - $942K
110K $9.26M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
47.1K
+ 5.02%
$19.42 - $19.54 $915K - $921K
985K $19.2M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
8.08K
+ 3.1%
$48.95 - $52.36 $395K - $423K
268K $13.8M
ALGM
Allegro Microsystems, Inc.

Technology
28.2K
+ 36.7%
$21.77 - $28.31 $613K - $798K
105K $2.64M
CASH
Meta Financial Group Inc

Financial Services
13.3K
+ 73.37%
$69.94 - $81.54 $927K - $1.08M
31.3K $2.28M
LTC
Ltc Properties Inc

Real Estate
25.4K
+ 45.11%
$33.46 - $36.14 $849K - $917K
81.6K $2.89M
YLD
Principal Exchange Traded Fds

ETFs
53.6K
+ 9.82%
$19.03 - $19.51 $1.02M - $1.04M
599K $11.4M
GTN
Gray Television Inc

Communication Services
134K
+ 42.05%
$3.21 - $5.19 $429K - $694K
451K $1.95M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
62.1K
+ 11.38%
$14.22 - $14.83 $883K - $921K
608K $8.79M
ENFR
Alerian Energy Infrastructure

ETFs
26.2K
+ 52.29%
$30.27 - $34.12 $793K - $894K
76.3K $2.5M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
40.2K
+ 3.91%
$43.63 - $46.01 $1.75M - $1.85M
1.07M $47.1M
PARA
Paramount Global

Communication Services
66.6K
+ 77.82%
$10.16 - $12.14 $677K - $808K
152K $1.82M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
30.6K
+ 111.27%
$28.37 - $29.61 $867K - $905K
58.1K $1.7M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
30.6K
+ 36.23%
$34.58 - $38.65 $1.06M - $1.18M
115K $4.05M
PMAR
Innovator U.S. Equity Power Bu

ETFs
23.6K
+ 28.07%
$39.51 - $41.0 $933K - $968K
108K $4.3M
XPRO
Expro Group Holdings N.V.

Energy
159K
+ 60.39%
$9.94 - $14.83 $1.58M - $2.36M
423K $4.21M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
22.5K
+ 32.73%
$36.46 - $39.9 $819K - $896K
91.1K $3.49M
MSTR
Microstrategy Inc

Technology
3.23K
+ 20.33%
$239.27 - $396.5 $774K - $1.28M
19.1K $5.52M
VSEC
Vse Corp

Industrials
4.65K
+ 33.04%
$90.47 - $125.62 $421K - $585K
18.7K $2.25M
OGN
Organon & Co.

Healthcare
61.2K
+ 25.31%
$14.29 - $16.41 $875K - $1M
303K $4.51M
ARGX
Argenx Se

Healthcare
4.43K
+ 5.91%
$571.0 - $671.75 $2.53M - $2.98M
79.5K $47M
BJAN
Innovator U.S. Equity Buffer E

ETFs
20.6K
+ 35.95%
$46.03 - $49.45 $949K - $1.02M
78K $3.64M
EDOW
First Tr Exchange Traded Fd

ETFs
24.6K
+ 46.91%
$35.58 - $38.24 $875K - $941K
77K $2.79M
AUSF
Global X Fds Adaptive U S Fact

ETFs
19.1K
+ 63.84%
$41.68 - $43.97 $798K - $842K
49.1K $2.14M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
144K
+ 19.42%
$14.03 - $17.33 $2.02M - $2.49M
885K $13.1M
NU
Nu Holdings Ltd.

Financial Services
124K
+ 3.83%
$10.12 - $13.95 $1.25M - $1.72M
3.35M $34.3M
CPRT
Copart Inc

Consumer Cyclical
73.2K
+ 1.79%
$52.3 - $59.83 $3.83M - $4.38M
4.15M $235M
FYC
First Trust Small Cap Growth A

ETFs
20.3K
+ 33.64%
$68.13 - $80.57 $1.38M - $1.63M
80.6K $5.55M
FROG
J Frog LTD

Technology
12.3K
+ 6.64%
$30.59 - $42.03 $375K - $516K
197K $6.31M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
80.9K
+ 135.01%
$9.0 - $9.94 $728K - $804K
141K $1.4M
USTB
Victory Portfolios Ii Victorys

ETFs
16.6K
+ 67.63%
$50.08 - $50.71 $833K - $843K
41.2K $2.09M
QDPL
Pacer Fds Tr Metaurus Us Large
36K
+ 14.42%
$36.5 - $40.04 $1.31M - $1.44M
285K $10.4M
MMYT
Make My Trip LTD

Consumer Cyclical
9.78K
+ 48.13%
N/A
30.1K $2.59M
XMPT
Vaneck Cef Muni Income ETF

ETFs
37K
+ 13.18%
$21.43 - $22.4 $793K - $828K
318K $6.87M
FNDX
Schwab Fundamental U S Large C

ETFs
46.6K
+ 1.24%
$23.03 - $25.01 $1.07M - $1.17M
3.81M $89.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
33.8K
+ 10.23%
$20.1 - $20.8 $678K - $702K
364K $7.54M
EVTC
Evertec, Inc.

Technology
2.44K
+ 0.74%
$31.79 - $37.92 $77.5K - $92.5K
332K $12.2M
CSL
Carlisle Companies Inc

Industrials
17.7K
+ 9.65%
$326.43 - $408.24 $5.77M - $7.21M
201K $68.4M
FEM
First Trust Emerging Markets A

ETFs
16.3K
+ 2.98%
$21.28 - $23.9 $346K - $389K
562K $12.8M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
32.3K
+ 51.6%
$17.67 - $20.85 $570K - $673K
94.8K $1.98M
IGHG
Proshares Investment Grade Int

ETFs
10.8K
+ 125.3%
$76.51 - $78.81 $826K - $851K
19.4K $1.49M
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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