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
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
20.4K
+ 6.19%
$47.13 - $52.52 $961K - $1.07M
350K $17.6M
PR
Permian Resources Corporation

Energy
54.7K
+ 6.48%
$10.36 - $14.93 $566K - $816K
898K $12.2M
TTAC
Fcf Us Quality ETF

ETFs
3.79K
+ 6.85%
$68.45 - $70.76 $259K - $268K
59.1K $4.18M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
14.4K
+ 40.1%
$30.71 - $34.9 $443K - $504K
50.4K $1.75M
SHW
Sherwin Williams CO

Basic Materials
19.6K
+ 1.85%
$313.51 - $363.51 $6.15M - $7.13M
1.08M $372M
SOFI
So Fi Technologies, Inc.

Financial Services
4.51K
+ 6.46%
$9.5 - $18.21 $42.8K - $82K
74.2K $1.35M
FAD
First Tr Multi Cap Growth Alph

ETFs
2.17K
+ 17.23%
$114.67 - $146.82 $249K - $318K
14.8K $2.17M
MINO
Pimco ETF Tr Municipal Income

ETFs
14.1K
+ 7.86%
$43.42 - $45.15 $610K - $634K
193K $8.52M
BANF
Bancfirst Corp

Financial Services
1.06K
+ 3.61%
$100.43 - $129.96 $106K - $137K
30.3K $3.74M
LNW
Light & Wonder, Inc.

Consumer Cyclical
4.22K
+ 32.32%
$77.8 - $96.26 $328K - $406K
17.3K $1.66M
ENOV
Enovis Corp

Industrials
90.5K
+ 26.87%
$29.65 - $37.35 $2.68M - $3.38M
427K $13.4M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
388
+ 0.18%
$32.67 - $39.83 $12.7K - $15.5K
218K $8.69M
WETF
Wisdom Tree Investments, Inc.

Financial Services
97.1K
+ 12.01%
N/A
905K $4.94M
DBP
Invesco Db Precious Metals Fund

ETFs
3.75K
+ 5.63%
$66.62 - $77.53 $250K - $291K
70.5K $5.29M
DTE
Dte Energy CO

Utilities
11.1K
+ 6.83%
$127.39 - $139.49 $1.42M - $1.55M
174K $23M
UITB
Usaa ETF Tr Core Intermediate

ETFs
11K
+ 23.78%
$45.95 - $47.33 $507K - $523K
57.5K $2.71M
VFMV
Vanguard Wellington Fd

ETFs
4.03K
+ 80.79%
$114.53 - $128.23 $462K - $517K
9.03K $1.16M
WYNN
Wynn Resorts LTD

Consumer Cyclical
3.6K
+ 19.74%
$66.1 - $97.75 $238K - $352K
21.8K $2.05M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
11.3K
+ 34.39%
$50.47 - $54.75 $573K - $621K
44.3K $2.33M
OSCR
Oscar Health, Inc.

Healthcare
20.2K
+ 200.93%
$11.6 - $21.44 $234K - $432K
30.2K $647K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
875
+ 0.5%
$37.41 - $42.4 $32.7K - $37.1K
177K $7.49M
PTGX
Protagonist Therapeutics, Inc

Healthcare
7.2K
+ 43.16%
$40.89 - $56.37 $294K - $406K
23.9K $1.32M
RECS
Columbia ETF Tr I

ETFs
8.32K
+ 14.49%
$29.4 - $36.79 $245K - $306K
65.7K $2.42M
BCPC
Balchem Corp

Basic Materials
6.97K
+ 7.87%
$150.5 - $170.45 $1.05M - $1.19M
95.5K $15.2M
FEMS
First Trust Emerging Markets S

ETFs
5.91K
+ 7.65%
$32.56 - $40.98 $193K - $242K
83.2K $3.38M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
58.6K
+ 54.18%
$20.6 - $29.93 $1.21M - $1.76M
167K $3.79M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
31.3K
+ 7.73%
$12.19 - $13.37 $382K - $419K
436K $5.83M
CSQ
Calamos Strategic Total Return Fund

Financial Services
20.3K
+ 31.76%
$13.86 - $18.24 $281K - $370K
84.1K $1.53M
KNTK
Kinetik Holdings Inc.

Energy
16.8K
+ 55.13%
$40.12 - $53.83 $674K - $904K
47.3K $2.08M
STLA
Stellantis N.V.

Consumer Cyclical
62.4K
+ 58.5%
$8.53 - $11.27 $533K - $704K
169K $1.7M
AVNS
Avanos Medical, Inc.

Healthcare
65.5K
+ 45.23%
$12.03 - $14.52 $788K - $951K
210K $2.57M
BNL
Broadstone Net Lease, Inc.

Real Estate
64.5K
+ 11.86%
$14.72 - $17.13 $950K - $1.11M
609K $9.77M
MMS
Maximus, Inc.

Industrials
6.32K
+ 23.94%
$65.54 - $76.8 $414K - $485K
32.7K $2.3M
ARLO
Arlo Technologies, Inc.

Industrials
5.92K
+ 10.65%
$8.41 - $17.36 $49.8K - $103K
61.6K $1.04M
AFIF
Two Rds Shared Tr

ETFs
50.5K
+ 19.97%
$9.07 - $9.31 $458K - $470K
303K $2.82M
FA
First Advantage Corp

Industrials
23.7K
+ 59.74%
$12.99 - $18.59 $308K - $441K
63.5K $1.05M
ALL
Allstate Corp

Financial Services
9.54K
+ 3.85%
$180.53 - $212.64 $1.72M - $2.03M
257K $51.8M
TBK
Triumph Bancorp, Inc.

Financial Services
7.64K
+ 5.44%
N/A
148K $9.51M
FRSH
Freshworks Inc.

Technology
28.2K
+ 34.12%
$12.07 - $15.98 $340K - $450K
111K $1.65M
NOG
Northern Oil & Gas, Inc.

Energy
43.4K
+ 10.94%
$20.6 - $32.16 $895K - $1.4M
440K $12.5M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
13.3K
+ 11.59%
$31.42 - $34.6 $417K - $459K
128K $4.38M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
23.5K
+ 30.94%
$18.65 - $19.82 $439K - $467K
99.6K $1.97M
ET
Energy Transfer LP

Energy
48.2K
+ 5.56%
$15.65 - $18.93 $755K - $913K
915K $16.6M
IESC
Ies Holdings, Inc.

Industrials
498
+ 20.02%
$160.58 - $296.23 $80K - $148K
2.99K $884K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
259
+ 2.85%
$164.46 - $237.28 $42.6K - $61.5K
9.34K $2.22M
ASTE
Astec Industries Inc

Industrials
8.97K
+ 66.79%
$30.65 - $42.44 $275K - $380K
22.4K $933K
CDAY
Ceridian Hcm Holding Inc.

Technology
7.25K
+ 19.21%
N/A
45K $2.91M
CROX
Crocs, Inc.

Consumer Cyclical
15K
+ 7.0%
$88.67 - $120.26 $1.33M - $1.81M
230K $23.3M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.25K
+ 0.54%
$18.28 - $18.7 $169K - $173K
1.72M $32.2M
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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