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
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
20.4K
+ 20.49%
$18.37 - $19.62 $375K - $401K
120K $2.21M
FDUS
Fidus Investment Corp

Financial Services
23.5K
+ 7.81%
$20.39 - $23.37 $479K - $549K
324K $6.61M
STVN
Stevanato Group S.P.A.

Healthcare
23.5K
+ 16.91%
$18.11 - $24.11 $426K - $568K
163K $3.32M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
29K
+ 26.61%
$10.37 - $10.83 $301K - $315K
138K $1.44M
LECO
Lincoln Electric Holdings Inc

Industrials
353
+ 0.27%
$180.51 - $216.81 $63.7K - $76.5K
131K $24.9M
AIA
Ishares S&P Asia 50 ETF

ETFs
2.63K
+ 12.36%
$65.86 - $77.42 $173K - $204K
23.9K $1.73M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
20K
+ 11.54%
$11.64 - $12.49 $232K - $249K
193K $2.27M
MARB
First Tr Exchange Traded Fd Ii

ETFs
14.1K
+ 37.22%
$19.75 - $20.03 $279K - $283K
52.1K $1.04M
MUR
Murphy Oil Corp

Energy
30.2K
+ 9.8%
$24.02 - $33.9 $725K - $1.02M
338K $9.6M
CWT
California Water Service Group

Utilities
2.77K
+ 5.91%
$41.88 - $48.46 $116K - $134K
49.5K $2.4M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
24K
+ 214.77%
$11.94 - $12.73 $287K - $306K
35.2K $420K
NVEE
Nv5 Global, Inc.

Industrials
10.6K
+ 6.14%
$17.03 - $19.42 $181K - $207K
184K $3.54M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
6.3K
+ 3.68%
$74.34 - $81.0 $468K - $510K
177K $13.5M
BSMU
Invesco Exchange Self Ind Tr

ETFs
13.4K
+ 15.43%
$21.49 - $22.03 $288K - $296K
100K $2.17M
SAM
Boston Beer CO Inc

Consumer Defensive
2.53K
+ 46.99%
$219.16 - $301.26 $555K - $762K
7.92K $1.89M
KFY
Korn Ferry

Industrials
3.14K
+ 2.02%
$62.52 - $71.6 $196K - $225K
158K $10.7M
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.92K
+ 11.85%
$45.41 - $47.18 $223K - $232K
46.4K $2.18M
AMN
Amn Healthcare Services Inc

Healthcare
9.54K
+ 13.67%
$23.07 - $28.1 $220K - $268K
79.3K $1.94M
RF
Regions Financial Corp

Financial Services
46.3K
+ 11.25%
$20.84 - $24.77 $964K - $1.15M
457K $9.94M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
8.15K
+ 30.08%
$31.4 - $33.22 $256K - $271K
35.3K $1.14M
OXLC
Oxford Lane Capital Corp.

Financial Services
58.9K
+ 195.15%
$4.3 - $5.17 $253K - $304K
89K $420K
RYN
Rayonier Inc

Real Estate
8.74K
+ 62.25%
$24.95 - $28.24 $218K - $247K
22.8K $634K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
4.11K
+ 8.91%
N/A
50.2K $3.25M
HAYW
Hayward Holdings, Inc.

Industrials
23.8K
+ 50.21%
$13.64 - $15.26 $324K - $363K
71.2K $990K
PBP
Invesco Exchange Traded Fd Tr

ETFs
14.8K
+ 33.87%
$21.85 - $24.13 $323K - $357K
58.5K $1.3M
EWN
Ishares Msci Netherlnds ETF

ETFs
4.8K
+ 25.47%
$44.27 - $49.49 $212K - $237K
23.6K $1.1M
IYE
Ishares Tr

ETFs
1.34K
+ 2.52%
$45.23 - $49.95 $60.8K - $67.1K
54.8K $2.7M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
11.5K
+ 41.15%
$23.43 - $24.23 $270K - $280K
39.6K $934K
JOE
St Joe CO

Real Estate
5.09K
+ 37.6%
$43.61 - $49.45 $222K - $252K
18.6K $873K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
13.3K
+ 16.62%
$26.45 - $28.62 $353K - $382K
93.6K $2.48M
GHC
Graham Holdings CO

Consumer Defensive
63
+ 2.78%
$854.34 - $983.77 $53.8K - $62K
2.33K $2.24M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
13.8K
+ 18.24%
$27.52 - $33.6 $379K - $463K
89.4K $2.66M
REG
Regency Centers Corp

Real Estate
3.77K
+ 3.22%
$68.83 - $77.74 $260K - $293K
121K $8.92M
CCS
Century Communities, Inc.

Consumer Cyclical
19.4K
+ 11.64%
$66.87 - $78.83 $1.3M - $1.53M
186K $12.5M
AKRO
Akero Therapeutics, Inc.

Healthcare
3.17K
+ 31.19%
$21.87 - $57.56 $69.3K - $182K
13.3K $539K
ELAN
Elanco Animal Health Inc

Healthcare
56.9K
+ 26.85%
$10.04 - $12.47 $571K - $709K
269K $2.82M
MRCY
Mercury Systems Inc

Industrials
5.55K
+ 56.94%
$39.67 - $49.88 $220K - $277K
15.3K $658K
TX
Ternium S.A.

Basic Materials
5.85K
+ 18.22%
$28.53 - $33.05 $167K - $193K
37.9K $1.18M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
4.99K
+ 58.02%
$41.46 - $45.98 $207K - $229K
13.6K $600K
MAN
Manpower Group Inc.

Industrials
4.21K
+ 42.71%
$53.77 - $62.66 $226K - $264K
14.1K $813K
MP
Mp Materials Corp.

Basic Materials
2.6K
+ 12.61%
$16.39 - $26.93 $42.7K - $70.1K
23.3K $567K
CLF
Cleveland Cliffs Inc.

Basic Materials
40.7K
+ 53.57%
$8.22 - $12.02 $334K - $489K
117K $957K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
13K
+ 24.18%
$20.2 - $20.86 $262K - $270K
66.5K $1.34M
CSQ
Calamos Strategic Total Return Fund

Financial Services
19.1K
+ 42.84%
$15.97 - $18.5 $306K - $354K
63.8K $1.03M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
6.63K
+ 12.45%
$45.66 - $48.85 $303K - $324K
59.9K $2.77M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
24.7K
+ 24.58%
$11.63 - $13.3 $287K - $328K
125K $1.46M
DJD
Invesco Exchange Traded Fd Tr

ETFs
3.43K
+ 12.48%
$50.21 - $54.3 $172K - $186K
30.9K $1.63M
KRC
Kilroy Realty Corp

Real Estate
14.2K
+ 48.48%
$32.02 - $40.63 $454K - $576K
43.4K $1.42M
NWSA
News Corp

Communication Services
9.09K
+ 37.42%
$26.29 - $30.49 $239K - $277K
33.4K $908K
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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