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
WINA
Winmark Corp

Consumer Cyclical
5.93K
+ 32.97%
$304.11 - $396.66 $1.8M - $2.35M
23.9K $7.6M
COLB
Columbia Banking System, Inc.

Financial Services
34.7K
+ 21.42%
$23.89 - $28.84 $830K - $1M
197K $4.91M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
5.14K
+ 5.37%
$36.05 - $45.61 $185K - $235K
101K $4.01M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
12.2K
+ 21.57%
$68.37 - $87.97 $831K - $1.07M
68.5K $4.69M
WTTR
Select Energy Services, Inc.

Energy
57.9K
+ 187.04%
$9.37 - $14.56 $542K - $843K
88.8K $932K
MFM
Mfs Municipal Income Trust

Financial Services
103K
+ 19.3%
$5.3 - $5.59 $548K - $578K
639K $3.39M
ASH
Ashland Global Holdings Inc

Basic Materials
16.8K
+ 42.66%
$55.87 - $73.16 $937K - $1.23M
56.1K $3.33M
FMAG
Fidelity Covington Tr

ETFs
23.3K
+ 26.28%
$28.87 - $33.0 $674K - $770K
112K $3.26M
TDC
Teradata Corp

Technology
58K
+ 63.49%
$21.95 - $32.78 $1.27M - $1.9M
149K $3.36M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
2.09K
+ 0.31%
$18.46 - $19.19 $38.7K - $40.2K
669K $12.8M
PHK
Pimco High Income Fund

Financial Services
98.6K
+ 12.66%
$4.85 - $4.98 $478K - $491K
878K $4.29M
LBRDA
Liberty Broadband Corp

Communication Services
4.21K
+ 30.77%
$72.73 - $88.43 $306K - $372K
17.9K $1.52M
BOKF
Bok Financial Corp

Financial Services
5.25K
+ 27.47%
$98.85 - $114.26 $519K - $600K
24.4K $2.54M
ESNT
Essent Group Ltd.

Financial Services
5K
+ 7.71%
$53.6 - $59.25 $268K - $296K
69.9K $4.03M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
3.77K
+ 2.75%
$28.65 - $33.18 $108K - $125K
141K $4.46M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
11.2K
+ 40.37%
$38.5 - $43.78 $429K - $488K
38.8K $1.59M
IAC
Iac/Inter Active Corp

Communication Services
6.46K
+ 9.23%
$41.0 - $50.0 $265K - $323K
76.5K $3.51M
PSMT
Pricesmart Inc

Consumer Defensive
11.2K
+ 9.87%
$82.4 - $94.86 $921K - $1.06M
124K $10.9M
WTRG
Essential Utilities, Inc.

Utilities
4.02K
+ 3.89%
$33.49 - $40.57 $134K - $163K
107K $4.24M
YMM
Full Truck Alliance Co. Ltd.

Technology
30.8K
+ 62.13%
$10.41 - $13.69 $321K - $422K
80.5K $1.03M
HMOP
Hartford Fds Exchange Traded T

ETFs
13.2K
+ 15.19%
$38.25 - $39.12 $506K - $517K
100K $3.86M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
14.9K
+ 50.12%
$34.08 - $35.99 $509K - $537K
44.7K $1.53M
SKY
Skyline Champion Corp

Consumer Cyclical
3.45K
+ 14.24%
$85.72 - $108.14 $296K - $373K
27.7K $2.62M
RWM
Proshares Short Russell2000

ETFs
17.9K
+ 32.05%
$18.05 - $21.08 $324K - $378K
73.9K $1.53M
AVRE
American Centy ETF Tr Avantis
7.32K
+ 4.76%
$40.62 - $44.31 $297K - $324K
161K $6.93M
HCI
Hci Group, Inc.

Financial Services
1.61K
+ 22.16%
$110.25 - $150.47 $178K - $243K
8.89K $1.33M
VAL
Valaris LTD

Energy
14.6K
+ 78.42%
$32.85 - $49.52 $478K - $721K
33.1K $1.3M
FTA
First Tr Large Cap Value

ETFs
4.82K
+ 1.16%
$74.42 - $80.34 $359K - $387K
422K $32.4M
IRMD
Iradimed Corp

Healthcare
11.9K
+ 20.3%
$51.44 - $62.67 $612K - $745K
70.5K $3.7M
TGTX
Tg Therapeutics, Inc.

Healthcare
149
+ 0.3%
$27.67 - $42.99 $4.12K - $6.41K
50.3K $1.98M
ATI
Allegheny Technologies Inc

Industrials
11.7K
+ 26.03%
$50.0 - $65.86 $584K - $769K
56.5K $2.94M
NLOK
Norton Life Lock Inc.

Technology
21.8K
+ 15.34%
N/A
164K $3.52M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
252
+ 18.0%
$1227.6 - $1458.46 $309K - $368K
1.65K $2.23M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
14.8K
+ 7.31%
$37.11 - $39.53 $550K - $586K
218K $8.16M
UCIB
Ubs Ag

ETFs
13.9K
+ 11.69%
$25.0 - $28.59 $348K - $398K
133K $3.53M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
12.4K
+ 11.63%
$40.29 - $42.24 $498K - $522K
119K $4.85M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
21.2K
+ 23.02%
$22.66 - $23.19 $480K - $492K
113K $2.58M
AFG
American Financial Group Inc

Financial Services
5.8K
+ 10.77%
$119.82 - $138.45 $695K - $803K
59.6K $7.83M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
8.33K
+ 45.03%
$73.27 - $96.21 $610K - $801K
26.8K $1.97M
PTGX
Protagonist Therapeutics, Inc

Healthcare
7.7K
+ 85.71%
$35.09 - $59.76 $270K - $460K
16.7K $806K
CCU
United Breweries CO Inc

Consumer Defensive
15.3K
+ 26.55%
$11.22 - $15.62 $172K - $239K
73K $1.11M
ACVF
ETF Opportunities Tr American

ETFs
11.4K
+ 33.15%
$42.01 - $46.08 $477K - $524K
45.6K $1.95M
RMBS
Rambus Inc

Technology
10.3K
+ 13.96%
$51.55 - $68.59 $532K - $708K
84.3K $4.36M
PD
Pager Duty, Inc.

Technology
24.8K
+ 18.52%
$15.61 - $19.68 $387K - $488K
159K $2.9M
ARMK
Aramark

Industrials
48.1K
+ 11.12%
$34.13 - $39.63 $1.64M - $1.91M
481K $16.6M
RAVI
Flexshares Tr Ready Access Var

ETFs
5.68K
+ 9.73%
$75.2 - $75.58 $427K - $429K
64K $4.84M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
20K
+ 58.56%
$23.22 - $27.55 $464K - $551K
54.1K $1.26M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
18.3K
+ 23.97%
$19.03 - $20.94 $349K - $384K
94.9K $1.94M
RDNT
Rad Net, Inc.

Healthcare
46.2K
+ 50.35%
$45.92 - $72.75 $2.12M - $3.36M
138K $6.85M
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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