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
MTLS
Materialise Nv

Technology
10.4K
+ 7.44%
$4.16 - $5.89 $43.2K - $61.1K
150K $846K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
5.46K
+ 33.5%
$19.51 - $23.9 $107K - $130K
21.8K $519K
FSMO
Fidelity Covington Tr

ETFs
5.95K
+ 48.61%
N/A
18.2K $477K
MGRC
Mcgrath Rentcorp

Industrials
536
+ 2.6%
$101.45 - $118.14 $54.4K - $63.3K
21.1K $2.45M
NWBI
Northwest Bancshares, Inc.

Financial Services
11.4K
+ 81.01%
$10.9 - $12.84 $124K - $146K
25.4K $324K
PAAS
Pan American Silver Corp

Basic Materials
2.42K
+ 7.14%
$21.49 - $29.35 $52K - $71K
36.3K $1.03M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.81K
+ 3.22%
$49.18 - $50.17 $138K - $141K
90.1K $4.52M
BEKE
Ke Holdings Inc.

Real Estate
35.8K
+ 17.51%
$17.53 - $22.08 $627K - $790K
240K $4.26M
WF
Woori Financial Group Inc.

Financial Services
643
+ 8.57%
$30.46 - $49.73 $19.6K - $32K
8.14K $404K
ASGN
Asgn Inc

Technology
8.52K
+ 40.95%
$48.58 - $63.92 $414K - $544K
29.3K $1.46M
YLDE
Legg Mason ETF Invt Tr

ETFs
2.74K
+ 27.29%
$46.94 - $52.62 $129K - $144K
12.8K $673K
DEI
Douglas Emmett Inc

Real Estate
14.3K
+ 21.66%
$13.09 - $16.29 $188K - $234K
80.6K $1.21M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
974
+ 2.76%
$29.0 - $35.55 $28.2K - $34.6K
36.2K $1.29M
ROIV
Roivant Sciences Ltd.

Healthcare
9.94K
+ 30.22%
$9.08 - $11.62 $90.2K - $115K
42.8K $482K
JOE
St Joe CO

Real Estate
2.87K
+ 15.4%
$40.82 - $49.27 $117K - $141K
21.5K $1.02M
YJUN
First Tr Exchange Traded Fd Vi
5.24K
+ 41.79%
$21.32 - $24.75 $112K - $130K
17.8K $434K
CLOU
Global X Fds Cloud Computing E

ETFs
3.52K
+ 12.11%
$18.31 - $23.55 $64.5K - $82.9K
32.6K $760K
TIMB
Tim S.A.

Communication Services
3.62K
+ 21.01%
$14.45 - $20.11 $52.4K - $72.9K
20.9K $419K
ENIC
Enel Chile S.A.

Utilities
15.6K
+ 6.07%
$2.89 - $3.97 $45.2K - $62.1K
273K $992K
FNDA
Schwab Fundamental U S Small C

ETFs
2.83K
+ 5.28%
$23.85 - $28.69 $67.5K - $81.3K
56.4K $1.62M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
2.22K
+ 6.85%
$72.34 - $83.73 $161K - $186K
34.7K $2.82M
JLS
Nuveen Mortgage & Income Fund

Financial Services
7.99K
+ 8.24%
$17.16 - $18.74 $137K - $150K
105K $1.97M
FYLD
Cambria Foreign Shareholder Yi

ETFs
2.99K
+ 11.95%
$23.46 - $29.42 $70.2K - $88K
28K $819K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
545
+ 1.5%
$27.43 - $34.32 $14.9K - $18.7K
36.8K $1.26M
DNP
Dnp Select Income Fund Inc

Financial Services
16K
+ 13.28%
$8.89 - $9.88 $142K - $158K
137K $1.34M
FTSL
First Trust Senior Ln Fund

ETFs
173
+ 0.03%
$44.58 - $46.07 $7.71K - $7.97K
567K $26M
NIC
Nicolet Bankshares Inc

Financial Services
493
+ 8.55%
$100.68 - $125.35 $49.6K - $61.8K
6.26K $772K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
12.7K
+ 43.21%
$10.92 - $11.45 $139K - $145K
42.1K $472K
IEZ
Ishares Tr

ETFs
14.4K
+ 35.42%
$14.77 - $19.84 $213K - $287K
55.2K $937K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.07K
+ 10.84%
$89.28 - $103.8 $95.5K - $111K
10.9K $1.13M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.91K
+ 11.33%
$101.91 - $134.83 $195K - $258K
18.8K $2.36M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
170
+ 0.64%
$37.93 - $47.69 $6.45K - $8.11K
26.9K $1.28M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
2.46K
+ 1.51%
$20.31 - $21.71 $50K - $53.5K
166K $3.6M
DAKT
Daktronics Inc

Technology
491
+ 1.1%
$11.31 - $16.03 $5.55K - $7.87K
45.3K $685K
OSBC
Old Second Bancorp Inc

Financial Services
6.15K
+ 22.66%
$14.45 - $17.74 $88.9K - $109K
33.3K $590K
GSM
Ferroglobe PLC

Basic Materials
40.7K
+ 14.11%
$3.07 - $4.18 $125K - $170K
329K $1.21M
IMXI
International Money Express, Inc.

Technology
19K
+ 89.16%
$9.83 - $13.02 $187K - $247K
40.3K $406K
PVH
Pvh Corp.

Consumer Cyclical
557
+ 2.23%
$60.5 - $87.28 $33.7K - $48.6K
25.6K $1.76M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
2.09K
+ 20.32%
$34.17 - $42.88 $71.2K - $89.4K
12.3K $529K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
29.4K
+ 31.43%
$3.75 - $4.3 $110K - $127K
123K $528K
PALL
Abrdn Palladium ETF Trust

ETFs
934
+ 22.64%
$82.97 - $103.91 $77.5K - $97.1K
5.06K $509K
SONO
Sonos Inc

Technology
10.8K
+ 7.96%
$7.7 - $11.25 $82.8K - $121K
146K $1.58M
MTDR
Matador Resources CO

Energy
24.3K
+ 7.98%
$36.67 - $52.23 $892K - $1.27M
329K $15.7M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
12.8K
+ 45.15%
$11.19 - $11.84 $143K - $151K
41K $465K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
8.79K
+ 3.97%
$10.85 - $11.98 $95.4K - $105K
230K $2.75M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
28.5K
+ 14.73%
$5.64 - $6.2 $161K - $177K
222K $1.31M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
15.3K
+ 2.71%
$31.07 - $32.25 $476K - $495K
582K $18.5M
EXTR
Extreme Networks Inc

Technology
1.89K
+ 9.32%
$10.84 - $17.97 $20.4K - $33.9K
22.1K $396K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
3.58K
+ 42.45%
$23.44 - $28.85 $83.9K - $103K
12K $346K
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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