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
TLTE
Flexshares Tr Morningstar Emer

ETFs
5.97K
+ 2.61%
$49.54 - $54.45 $296K - $325K
235K $12.3M
LEA
Lear Corp

Consumer Cyclical
11K
+ 23.24%
$87.96 - $99.36 $965K - $1.09M
58.2K $5.13M
PHO
Invesco Exchange Traded Fd Tr

ETFs
10.8K
+ 33.34%
$63.77 - $68.75 $691K - $745K
43.3K $2.8M
RPG
Invesco Exchange Traded Fd Tr

ETFs
20.4K
+ 49.71%
$37.33 - $45.03 $762K - $919K
61.5K $2.35M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
28.2K
+ 5.47%
$23.87 - $24.35 $673K - $687K
543K $13M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
33.9K
+ 15.48%
$18.55 - $18.81 $628K - $637K
253K $4.72M
CERT
Certara, Inc.

Healthcare
97.2K
+ 23.47%
$9.9 - $14.25 $962K - $1.38M
511K $5.06M
AR
Antero Resources Corp

Energy
12.1K
+ 40.87%
$33.64 - $41.42 $408K - $502K
41.8K $1.69M
CORP
Pimco Investment Grade Corp Bd

ETFs
5.24K
+ 6.04%
$93.89 - $97.32 $492K - $509K
91.9K $8.89M
MDIV
First Trust Multi Asset Divers

ETFs
39.4K
+ 195.25%
$16.02 - $16.68 $631K - $657K
59.6K $973K
AMG
Affiliated Managers Group, Inc.

Financial Services
8.36K
+ 18.43%
$154.65 - $189.71 $1.29M - $1.59M
53.7K $9.03M
KCE
Spdr S&P Capital Markets ETF

ETFs
6.29K
+ 46.13%
$122.39 - $146.44 $770K - $921K
19.9K $2.51M
BLBD
Blue Bird Corp

Consumer Cyclical
31.1K
+ 52.37%
$32.37 - $42.39 $1.01M - $1.32M
90.5K $2.93M
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
14.5K
+ 177.74%
$44.47 - $50.08 $643K - $724K
22.6K $1.02M
BPOP
Popular, Inc.

Financial Services
8.26K
+ 10.48%
$87.14 - $106.33 $720K - $878K
87.1K $8.05M
MTZ
Mastec Inc

Industrials
11.1K
+ 32.21%
$108.66 - $160.79 $1.21M - $1.79M
45.7K $5.34M
AMOT
Allied Motion Technologies Inc

Technology
22.1K
+ 26.66%
N/A
105K $2.93M
BYRE
Principal ETF Principal Real E

ETFs
15.7K
+ 7.08%
$23.65 - $25.93 $372K - $408K
238K $6.08M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
17.2K
+ 29.44%
$43.03 - $49.3 $742K - $850K
75.8K $3.33M
FICS
First Tr Exchange Traded Fd Vi

ETFs
14.8K
+ 57.19%
$33.49 - $37.82 $496K - $561K
40.7K $1.49M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
25.8K
+ 25.61%
$20.56 - $21.51 $530K - $554K
126K $2.68M
KD
Kyndryl Holdings, Inc.

Technology
24.4K
+ 50.01%
$31.32 - $43.45 $763K - $1.06M
73.1K $2.3M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
21.6K
+ 16.51%
$87.72 - $111.91 $1.89M - $2.41M
152K $13.8M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
17.2K
+ 99.48%
$35.26 - $36.57 $606K - $628K
34.5K $1.22M
LPI
Laredo Petroleum, Inc.

Energy
12.5K
+ 22.47%
N/A
68K $3.31M
ITW
Illinois Tool Works Inc

Industrials
17K
+ 2.61%
$244.9 - $274.48 $4.16M - $4.67M
668K $166M
VC
Visteon Corp

Consumer Cyclical
9.9K
+ 66.9%
$77.62 - $90.68 $768K - $898K
24.7K $1.92M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.98K
+ 2.15%
$113.59 - $123.29 $339K - $368K
142K $16.6M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.35K
+ 2.21%
$26.05 - $30.88 $61.2K - $72.5K
109K $3.36M
JBI
Janus International Group, Inc.

Industrials
85.6K
+ 70.39%
$6.95 - $9.11 $595K - $780K
207K $1.49M
SFBS
Servis First Bancshares, Inc.

Financial Services
11.2K
+ 7.31%
$80.8 - $93.58 $904K - $1.05M
164K $13.6M
HELE
Helen Of Troy LTD

Consumer Defensive
25.7K
+ 20.75%
$50.39 - $66.75 $1.3M - $1.72M
150K $8M
SVC
Service Properties Trust

Real Estate
215K
+ 56.91%
$2.38 - $2.99 $511K - $641K
591K $1.54M
ESLT
Elbit Systems LTD

Industrials
272
+ 7.22%
$261.47 - $413.0 $71.1K - $112K
4.04K $1.55M
IJUL
Innovator Etfs Tr

ETFs
12K
+ 7.76%
$27.58 - $29.96 $332K - $361K
167K $4.87M
SDGR
Schrodinger, Inc.

Healthcare
24.9K
+ 13.39%
$18.69 - $26.15 $465K - $651K
211K $4.16M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
47.7K
+ 13.37%
$13.1 - $13.52 $625K - $645K
405K $5.33M
DFAR
Dimensional ETF Tr Dimensional

ETFs
21.3K
+ 16.48%
$22.35 - $24.52 $476K - $522K
150K $3.58M
NTST
Netstreit Corp.

Real Estate
19.2K
+ 12.46%
$13.64 - $15.85 $262K - $305K
174K $2.75M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
24.3K
+ 20.36%
$23.49 - $23.77 $572K - $579K
144K $3.39M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
41.8K
+ 25.6%
$13.4 - $14.48 $561K - $606K
205K $2.75M
PWV
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 0.7%
$56.58 - $60.89 $73K - $78.5K
186K $11.1M
WLK
Westlake Corp

Basic Materials
8.26K
+ 45.18%
$99.12 - $119.16 $819K - $984K
26.5K $2.65M
STLA
Stellantis N.V.

Consumer Cyclical
57.8K
+ 117.89%
$11.21 - $14.21 $647K - $821K
107K $1.2M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
14.9K
+ 10.65%
$38.02 - $39.4 $567K - $588K
155K $5.97M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
13.8K
+ 21.43%
$19.53 - $25.74 $270K - $355K
78.2K $1.9M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
14.1K
+ 11.82%
$34.23 - $36.9 $481K - $519K
133K $4.75M
PAR
Par Technology Corp

Technology
14.5K
+ 48.04%
$58.73 - $76.0 $851K - $1.1M
44.7K $2.74M
JHMM
John Hancock Multifactor Mid C

ETFs
34.3K
+ 5.86%
$55.69 - $63.12 $1.91M - $2.16M
620K $35.5M
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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