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
UE
Urban Edge Properties

Real Estate
11.8K
+ 26.04%
$16.3 - $19.42 $192K - $229K
57K $1.06M
GTLB
Gitlab Inc.

Technology
17.4K
+ 5.66%
$40.52 - $53.43 $706K - $931K
325K $14.7M
DBAW
Xtrackers Msci All World Ex Us

ETFs
4.18K
+ 10.57%
$31.3 - $37.09 $131K - $155K
43.7K $1.6M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.08K
+ 51.48%
$42.95 - $53.21 $132K - $164K
9.08K $482K
UCTT
Ultra Clean Holdings, Inc.

Technology
6.98K
+ 18.5%
$17.84 - $22.81 $125K - $159K
44.7K $1.01M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
4.57K
+ 33.62%
$38.92 - $46.4 $178K - $212K
18.2K $800K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
9.01K
+ 22.77%
$22.81 - $23.8 $206K - $214K
48.6K $1.13M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
11.6K
+ 7.02%
$5.27 - $7.02 $60.9K - $81.2K
176K $1.23M
FRT
Federal Realty Investment Trust

Real Estate
4.2K
+ 5.88%
$83.56 - $99.08 $351K - $417K
75.7K $7.19M
ORN
Orion Group Holdings Inc

Industrials
2.85K
+ 6.44%
$5.03 - $9.2 $14.4K - $26.2K
47.2K $427K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
14.4K
+ 98.33%
N/A
29.1K $391K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
1.82K
+ 7.86%
$16.01 - $24.16 $29.2K - $44.1K
25K $604K
XBAP
Innovator ETF Tr Us Equity Acc
4.16K
+ 19.12%
$32.27 - $36.74 $134K - $153K
25.9K $952K
BSJR
Invesco Indx Tr

ETFs
4.01K
+ 1.23%
$21.81 - $22.71 $87.5K - $91.2K
331K $7.52M
PINC
Premier, Inc.

Healthcare
2.96K
+ 6.24%
$18.94 - $23.3 $56.1K - $69K
50.4K $1.11M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
2.91K
+ 3.72%
$41.9 - $50.31 $122K - $147K
81.3K $3.91M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
2.34K
+ 54.63%
$49.08 - $65.31 $115K - $152K
6.61K $421K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
923
+ 6.2%
$28.07 - $43.66 $25.9K - $40.3K
15.8K $690K
WAFD
Washington Federal Inc

Financial Services
3.6K
+ 3.03%
$24.48 - $30.05 $88.2K - $108K
123K $3.59M
TAGG
T Rowe Price Exchange Traded F

ETFs
4.45K
+ 37.54%
$41.84 - $43.57 $186K - $194K
16.3K $695K
CPER
United States Copper Index Fun

ETFs
5.93K
+ 44.52%
$25.72 - $31.7 $153K - $188K
19.3K $609K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
21.1K
+ 7.34%
$7.05 - $8.02 $149K - $169K
308K $2.47M
ERX
Direxion Daily Energy Bull 2 X

ETFs
22.9K
+ 32.18%
$42.83 - $66.07 $980K - $1.51M
94K $4.83M
WFG
West Fraser Timber Co., LTD

Basic Materials
3.91K
+ 14.03%
$70.53 - $78.77 $276K - $308K
31.8K $2.33M
ALIT
Alight, Inc.

Technology
35.1K
+ 66.67%
$4.69 - $5.89 $165K - $207K
87.7K $496K
EWN
Ishares Msci Netherlnds ETF

ETFs
7
+ 0.03%
$41.88 - $54.73 $293 - $383
23.6K $1.29M
BMA
Macro Bank Inc.

Financial Services
4.72K
+ 16.82%
$64.88 - $96.54 $306K - $455K
32.7K $2.3M
SRRK
Scholar Rock Holding Corp

Healthcare
4.38K
+ 51.45%
$24.47 - $36.39 $107K - $159K
12.9K $456K
SSNC
Ss&C Technologies Holdings Inc

Technology
8.7K
+ 1.18%
$71.96 - $83.42 $626K - $725K
745K $61.7M
IXP
Ishares Global Comm Services E

ETFs
364
+ 3.96%
$88.17 - $112.32 $32.1K - $40.9K
9.56K $1.07M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
877
+ 0.31%
$7.19 - $8.75 $6.31K - $7.67K
286K $2.5M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
8.91K
+ 10.7%
$9.22 - $12.79 $82.2K - $114K
92.2K $1.16M
INTR
Inter & Co, Inc.

Financial Services
16K
+ 52.25%
$5.04 - $7.56 $80.6K - $121K
46.6K $346K
HURN
Huron Consulting Group Inc.

Industrials
3.73K
+ 6.56%
$132.14 - $153.61 $493K - $574K
60.6K $8.34M
RNG
Ring Central, Inc.

Technology
2.92K
+ 11.19%
$21.51 - $28.36 $62.9K - $82.9K
29K $823K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
18.1K
+ 57.09%
$10.09 - $10.88 $183K - $197K
49.9K $516K
KN
Knowles Corp

Technology
4.43K
+ 10.9%
$12.76 - $17.97 $56.5K - $79.6K
45K $793K
WPC
W. P. Carey Inc.

Real Estate
9.86K
+ 1.63%
$56.12 - $64.53 $553K - $636K
616K $38.4M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
7.24K
+ 5.58%
$25.21 - $34.03 $183K - $246K
137K $4.1M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
10.7K
+ 16.04%
$19.39 - $20.21 $207K - $216K
77.2K $1.51M
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
5.57K
+ 3.03%
$32.53 - $36.4 $181K - $203K
189K $6.79M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
2.95K
+ 11.26%
$30.77 - $35.62 $90.7K - $105K
29.1K $1.04M
IBMO
Ishares Tr Ibonds December 202

ETFs
4.51K
+ 0.52%
$25.32 - $25.63 $114K - $116K
878K $22.5M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
8.63K
+ 1.05%
N/A
828K $16.1M
SKOR
Flexshares Tr Credit Scored Us

ETFs
2.88K
+ 5.05%
$47.3 - $48.78 $136K - $140K
59.9K $2.92M
BST
Black Rock Science & Technology Trust

Financial Services
677
+ 2.53%
$29.62 - $38.3 $20.1K - $25.9K
27.4K $1.05M
QWLD
Spdr Index Shs Fds

ETFs
686
+ 6.77%
$114.78 - $134.88 $78.7K - $92.5K
10.8K $1.46M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
5.2K
+ 8.34%
$28.18 - $29.22 $146K - $152K
67.5K $1.97M
TOTR
T Rowe Price Exchange Traded F

ETFs
4.07K
+ 9.75%
$39.59 - $40.88 $161K - $166K
45.8K $1.86M
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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