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
XBAP
Innovator ETF Tr Us Equity Acc
2.72K
+ 14.31%
$33.63 - $34.94 $91.6K - $95.1K
21.8K $759K
ABM
Abm Industries Inc

Industrials
3.34K
+ 26.09%
$45.51 - $54.64 $152K - $182K
16.1K $764K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
4.24K
+ 32.19%
$20.29 - $22.36 $86K - $94.8K
17.4K $384K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
2.31K
+ 41.03%
$44.28 - $45.4 $102K - $105K
7.94K $358K
RNST
Renasant Corp

Financial Services
4.92K
+ 15.19%
$33.29 - $39.39 $164K - $194K
37.3K $1.27M
RKT
Rocket Companies, Inc.

Financial Services
7.43K
+ 33.16%
$10.28 - $15.77 $76.4K - $117K
29.8K $360K
MMS
Maximus, Inc.

Industrials
3.71K
+ 16.34%
$64.34 - $79.68 $239K - $295K
26.4K $1.8M
NMRK
Newmark Group, Inc.

Real Estate
11.3K
+ 23.6%
$11.84 - $14.69 $133K - $165K
59K $717K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
9.84K
+ 32.09%
$9.83 - $10.34 $96.7K - $102K
40.5K $404K
HEEM
Ishares Currency Hedged Msci E

ETFs
3.02K
+ 15.5%
$26.44 - $29.01 $80K - $87.7K
22.5K $632K
BE
Bloom Energy Corp

Industrials
7.54K
+ 43.27%
$19.66 - $29.81 $148K - $225K
25K $490K
ACT
Enact Holdings, Inc.

Financial Services
1.92K
+ 12.48%
$31.15 - $35.03 $59.9K - $67.3K
17.3K $601K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
836
+ 11.43%
$96.74 - $101.36 $80.9K - $84.7K
8.15K $818K
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
3.91K
+ 7.65%
$23.6 - $25.75 $92.2K - $101K
55K $1.31M
EBLU
Ecofin Global Water Esg Fund

ETFs
2.11K
+ 20.48%
N/A
12.4K $597K
IFF
International Flavors & Fragrances Inc

Basic Materials
21.8K
+ 9.51%
$76.48 - $87.72 $1.67M - $1.91M
251K $19.5M
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
11.7K
+ 8.17%
$9.16 - $9.5 $107K - $111K
155K $1.43M
SCL
Stepan CO

Basic Materials
2.56K
+ 60.76%
$55.04 - $65.59 $141K - $168K
6.77K $372K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
9.12K
+ 40.66%
$10.68 - $11.3 $97.4K - $103K
31.6K $342K
BNY
Blackrock New York Municipal Income Trust

Financial Services
9.73K
+ 65.73%
$10.13 - $10.6 $98.5K - $103K
24.5K $249K
NGVT
Ingevity Corp

Basic Materials
4.1K
+ 7.44%
$37.74 - $48.87 $155K - $200K
59.1K $2.34M
LNSR
Lensar, Inc.

Healthcare
2.81K
+ 25.18%
$7.66 - $16.87 $21.5K - $47.5K
14K $197K
EURN
Euronav Nv

Energy
6.3K
+ 9.55%
N/A
72.3K $1.12M
IMKTA
Ingles Markets Inc

Consumer Defensive
1.41K
+ 19.22%
$59.95 - $67.47 $84.5K - $95.1K
8.75K $569K
FCG
First Tr Exchange Traded Fd

ETFs
3.73K
+ 24.62%
$22.37 - $27.09 $83.5K - $101K
18.9K $469K
INTR
Inter & Co, Inc.

Financial Services
13.7K
+ 81.29%
$4.0 - $6.01 $54.9K - $82.4K
30.6K $167K
TEQI
T Rowe Price Exchange Traded F

Technology
1.7K
+ 8.79%
$40.26 - $42.96 $68.2K - $72.8K
21K $878K
NXE
Nex Gen Energy Ltd.

Energy
79.3K
+ 64.15%
$4.49 - $7.49 $356K - $594K
203K $911K
PKE
Park Aerospace Corp

Industrials
9.6K
+ 33.92%
$13.25 - $15.32 $127K - $147K
37.9K $509K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
61
+ 0.47%
$28.12 - $37.59 $1.72K - $2.29K
13K $448K
CARG
Car Gurus, Inc.

Communication Services
12.4K
+ 34.31%
$28.82 - $40.55 $358K - $504K
48.6K $1.42M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
11.6K
+ 5.12%
$8.38 - $8.86 $97.4K - $103K
239K $2M
IVZ
Invesco Ltd.

Financial Services
8.07K
+ 64.91%
$14.82 - $19.34 $120K - $156K
20.5K $310K
CUBI
Customers Bancorp, Inc.

Financial Services
1.3K
+ 7.3%
$45.61 - $58.42 $59.2K - $75.8K
19.1K $957K
BFK
Blackrock Municipal Income Trust

Financial Services
8.68K
+ 7.53%
$9.89 - $10.29 $85.9K - $89.3K
124K $1.23M
MAG
Mag Silver Corp

Basic Materials
3.11K
+ 12.41%
$13.74 - $17.1 $42.7K - $53.2K
28.2K $430K
OSBC
Old Second Bancorp Inc

Financial Services
6.77K
+ 33.25%
$16.18 - $19.4 $110K - $131K
27.1K $451K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
3.7K
+ 38.04%
$26.65 - $32.61 $98.7K - $121K
13.4K $364K
FDHY
Fidelity Covington Trust High

ETFs
1.87K
+ 31.46%
$47.92 - $49.1 $89.5K - $91.7K
7.81K $374K
MGEE
Mge Energy Inc

Utilities
963
+ 36.78%
$85.7 - $94.18 $82.5K - $90.7K
3.58K $332K
TAL
Tal Education Group

Consumer Defensive
2.81K
+ 17.93%
$9.04 - $14.79 $25.4K - $41.5K
18.5K $243K
VALQ
American Centy ETF Tr Stoxx Us

ETFs
3.98K
+ 0.51%
$59.69 - $64.36 $238K - $256K
784K $47.6M
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
8.77K
+ 55.91%
$10.11 - $10.58 $88.6K - $92.7K
24.4K $248K
IMFL
Invesco Ex Tr Self Indx Fd Tr
2.94K
+ 28.18%
$23.3 - $25.76 $68.4K - $75.6K
13.4K $328K
DX
Dynex Capital Inc

Real Estate
5.66K
+ 20.85%
$12.18 - $14.42 $68.9K - $81.5K
32.8K $426K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
4.5K
+ 8.37%
$32.18 - $40.46 $145K - $182K
58.3K $1.94M
ICL
Icl Group Ltd.

Basic Materials
8.24K
+ 17.0%
$4.96 - $6.45 $40.9K - $53.2K
56.7K $322K
AOA
Ishares Tr Core Aggressive All

ETFs
1.13K
+ 3.14%
$75.7 - $80.01 $85.8K - $90.7K
37.2K $2.84M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
4.14K
+ 4.27%
$33.28 - $36.41 $138K - $151K
101K $3.46M
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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