Envestnet Asset Management Inc Incresed Positions in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INSW
International Seaways, Inc.

Energy
11.3K
+ 7.77%
$28.76 - $40.96 $325K - $463K
157K $5.72M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
36K
+ 15.54%
$16.37 - $18.59 $589K - $669K
267K $4.93M
DNL
Wiswisdomtree Tr

ETFs
2.81K
+ 1.67%
$32.16 - $40.27 $90.4K - $113K
171K $6.89M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
30.3K
+ 50.2%
$30.29 - $33.43 $916K - $1.01M
90.5K $2.85M
CION
Cion Investment Corp

Financial Services
99.4K
+ 98.83%
$8.68 - $10.48 $862K - $1.04M
200K $1.91M
PLXS
Plexus Corp

Technology
3.4K
+ 5.96%
$110.95 - $136.15 $377K - $463K
60.4K $8.17M
GL
Globe Life Inc.

Financial Services
12.1K
+ 14.04%
$113.29 - $133.09 $1.37M - $1.61M
98.3K $12.2M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
31.8K
+ 16.49%
$24.31 - $25.29 $774K - $805K
225K $5.69M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
11.5K
+ 8.16%
$39.94 - $44.64 $457K - $511K
152K $6.77M
AGO
Assured Guaranty LTD

Financial Services
10.8K
+ 13.48%
$76.56 - $90.18 $824K - $971K
90.6K $7.89M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
9.15K
+ 18.67%
$68.45 - $79.52 $627K - $728K
58.2K $4.63M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
6.76K
+ 82.91%
$100.45 - $111.8 $679K - $756K
14.9K $1.67M
LUV
Southwest Airlines CO

Industrials
40.6K
+ 9.9%
$24.04 - $34.36 $975K - $1.39M
450K $14.6M
ALKT
Alkami Technology, Inc.

Technology
11.9K
+ 9.53%
$22.54 - $31.19 $269K - $372K
137K $4.13M
ARGX
Argenx Se

Healthcare
7.39K
+ 9.3%
$532.27 - $656.65 $3.94M - $4.85M
86.9K $47.9M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
19.6K
+ 21.64%
$30.9 - $34.31 $605K - $672K
110K $3.78M
GUNR
Flexshares Tr Morningstar Glob

ETFs
13.2K
+ 5.56%
$33.77 - $41.16 $447K - $544K
251K $10.1M
CACC
Credit Acceptance Corp

Financial Services
2.06K
+ 6.77%
$443.32 - $529.8 $911K - $1.09M
32.4K $16.5M
GH
Guardant Health, Inc.

Healthcare
11.1K
+ 40.46%
$37.05 - $52.04 $412K - $579K
38.6K $2.01M
PEB
Pebblebrook Hotel Trust

Real Estate
91.8K
+ 15.27%
$7.71 - $10.59 $708K - $972K
693K $6.92M
INFY
Infosys LTD

Technology
35.5K
+ 5.76%
$16.14 - $18.75 $573K - $666K
652K $12.1M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
34.3K
+ 19.19%
$18.53 - $20.98 $635K - $719K
213K $4.47M
STVN
Stevanato Group S.P.A.

Healthcare
7.23K
+ 4.44%
$18.57 - $25.25 $134K - $183K
170K $4.15M
KXI
Ishares Tr Global Consumer Sta

ETFs
11.4K
+ 18.91%
$60.73 - $67.45 $694K - $771K
71.9K $4.7M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
28.7K
+ 0.6%
$10.79 - $14.14 $309K - $406K
4.85M $66.5M
WPP
Wpp PLC

Communication Services
34.7K
+ 26.37%
$32.03 - $40.64 $1.11M - $1.41M
166K $5.83M
BJUN
Innovator U.S. Equity Buffer E

ETFs
21K
+ 49.73%
N/A
63.3K $2.47M
WEX
Wex Inc.

Technology
9.66K
+ 16.36%
$113.47 - $161.8 $1.1M - $1.56M
68.7K $10.1M
PKG
Packaging Corp Of America

Consumer Cyclical
13.8K
+ 7.4%
$175.97 - $201.36 $2.43M - $2.78M
200K $37.8M
WTMF
Wisdomtree Tr Managed Futures

ETFs
21.2K
+ 37.89%
$32.91 - $35.38 $699K - $751K
77.3K $2.73M
QPFF
American Centy ETF Tr Quality
23.5K
+ 4.6%
$33.63 - $35.38 $790K - $831K
534K $18.9M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
15.8K
+ 14.66%
$37.73 - $43.54 $597K - $688K
124K $5.34M
UHS
Universal Health Services Inc

Healthcare
7.47K
+ 9.29%
$157.05 - $197.94 $1.17M - $1.48M
87.9K $15.9M
HSBC
Hsbc Holdings PLC

Financial Services
8.66K
+ 10.33%
$46.68 - $61.09 $404K - $529K
92.5K $5.62M
REZI
Resideo Technologies, Inc.

Industrials
12.5K
+ 10.27%
$14.69 - $22.46 $183K - $281K
134K $2.96M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
32.9K
+ 26.0%
$20.46 - $21.89 $672K - $719K
159K $3.49M
USFR
Wisdomtree Floating Rate Treas

ETFs
16.5K
+ 1.05%
$50.28 - $50.47 $831K - $834K
1.59M $79.9M
WLDN
Willdan Group, Inc.

Industrials
4.42K
+ 18.4%
$36.9 - $62.51 $163K - $276K
28.4K $1.78M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 108.6%
$42.84 - $56.9 $529K - $703K
23.7K $1.35M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
10.9K
+ 11.74%
$53.93 - $61.5 $586K - $668K
103K $6.35M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
14.2K
+ 91.26%
N/A
29.8K $1.66M
AHYB
American Centy ETF Tr Select H
5.38K
+ 0.9%
$44.1 - $46.64 $237K - $251K
606K $28.2M
SLP
Simulations Plus, Inc.

Healthcare
78.5K
+ 95.36%
$16.86 - $35.88 $1.32M - $2.82M
161K $2.81M
CBU
Community Bank System, Inc.

Financial Services
13.8K
+ 16.42%
$50.88 - $58.16 $702K - $802K
97.8K $5.56M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
80.4K
+ 13.22%
$12.71 - $14.52 $1.02M - $1.17M
688K $9.58M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
13.6K
+ 9.67%
$28.28 - $34.34 $385K - $468K
154K $5.24M
PFG
Principal Financial Group Inc

Financial Services
12.9K
+ 26.16%
$69.56 - $86.19 $895K - $1.11M
62K $4.93M
VKTX
Viking Therapeutics, Inc.

Healthcare
25.1K
+ 52.18%
$19.98 - $29.49 $502K - $741K
73.3K $1.94M
COPX
Global X Copper Miners ETF

ETFs
8.99K
+ 14.28%
$31.24 - $45.59 $281K - $410K
71.9K $3.23M
Activity Summary
Buys All Purchases 2655 New Holdings 267 Increased Positions 2388 Sells All Sells 1747 Reductions 1747 Sold out 0 Options Calls 0 Puts 0
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