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
UTG
Reaves Utility Income Fund

Financial Services
708
+ 4.82%
$31.08 - $34.42 $22K - $24.4K
15.4K $500K
UGA
United States Gasoline Fund, LP

ETFs
316
+ 2.73%
$58.56 - $68.15 $18.5K - $21.5K
11.9K $762K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
814
+ 9.53%
N/A
9.36K $379K
YJUN
First Tr Exchange Traded Fd Vi
856
+ 7.33%
$21.51 - $23.37 $18.4K - $20K
12.5K $284K
GMRE
Global Medical Reit Inc.

Real Estate
1.83K
+ 10.63%
$7.52 - $9.08 $13.8K - $16.6K
19.1K $166K
IMCR
Immunocore Holdings PLC

Healthcare
735
+ 1.1%
$28.21 - $33.0 $20.7K - $24.3K
67.3K $2M
FBP
First Bancorp

Financial Services
802
+ 2.75%
$17.43 - $21.08 $14K - $16.9K
30K $574K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.96K
+ 3.14%
$40.44 - $43.17 $201K - $214K
163K $6.67M
BIBL
Northern Lts Fd Tr Iv

ETFs
1.2K
+ 4.15%
$37.55 - $41.94 $45.1K - $50.4K
30.2K $1.16M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
905
+ 6.43%
$24.29 - $25.89 $22K - $23.4K
15K $378K
JETS
ETF Ser Solutions U S Global J

ETFs
5.02K
+ 30.84%
$20.77 - $26.81 $104K - $134K
21.3K $442K
SSYS
Stratasys Ltd.

Technology
1.8K
+ 13.03%
$8.58 - $12.85 $15.4K - $23.1K
15.6K $152K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
2.57K
+ 24.96%
$12.48 - $13.53 $32.1K - $34.8K
12.9K $161K
FUBO
Fubo Tv Inc.

Communication Services
36
+ 0.21%
$1.41 - $5.46 $50.8 - $197
17.1K $50K
BRP
Brp Group, Inc.

Financial Services
742
+ 0.68%
N/A
110K $4.39M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
6.01K
+ 8.48%
$4.81 - $5.25 $28.9K - $31.6K
76.9K $380K
AVNS
Avanos Medical, Inc.

Healthcare
16.2K
+ 12.59%
$13.95 - $17.45 $226K - $283K
145K $2.07M
CDRE
Cadre Holdings, Inc.

Industrials
3.82K
+ 12.04%
$29.08 - $39.84 $111K - $152K
35.6K $1.05M
FHI
Federated Hermes, Inc.

Financial Services
837
+ 3.94%
$37.58 - $41.51 $31.5K - $34.7K
22.1K $899K
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
907
+ 9.71%
$21.84 - $24.05 $19.8K - $21.8K
10.2K $242K
GUT
Gabelli Utility Trust

Financial Services
2.57K
+ 6.23%
$5.11 - $5.55 $13.1K - $14.3K
43.9K $234K
CEFA
Global X Fds
13
+ 0.17%
$29.76 - $33.55 $387 - $436
7.69K $257K
MUSA
Murphy Usa Inc.

Consumer Cyclical
7.97K
+ 6.85%
$435.02 - $515.95 $3.47M - $4.11M
124K $58.5M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
705
+ 9.9%
N/A
7.83K $287K
INDB
Independent Bank Corp

Financial Services
941
+ 4.41%
$60.31 - $70.29 $56.8K - $66.1K
22.3K $1.4M
IMTB
Ishares Tr

ETFs
298
+ 2.19%
$41.91 - $43.46 $12.5K - $13K
13.9K $602K
RELY
Remitly Global, Inc.

Technology
5.82K
+ 10.82%
$19.49 - $27.14 $113K - $158K
59.6K $1.24M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.51K
+ 1.4%
$47.4 - $50.24 $261K - $277K
399K $19.3M
NOTE
Fiscal Note Holdings, Inc.

Technology
39.7K
+ 138.86%
$0.81 - $1.93 $32.2K - $76.7K
68.4K $55K
EAPR
Innovator Etfs Tr Emerging Mkt
427
+ 2.09%
$25.4 - $27.53 $10.8K - $11.8K
20.8K $553K
JRS
Nuveen Real Estate Income Fund

Financial Services
5K
+ 12.38%
$8.09 - $8.88 $40.4K - $44.4K
45.3K $373K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
5.7K
+ 30.53%
$8.5 - $11.33 $48.5K - $64.6K
24.4K $220K
PTF
Invesco Exchange Traded Fd Tr

ETFs
3.42K
+ 26.18%
$56.97 - $77.14 $195K - $264K
16.5K $971K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
953
+ 0.82%
$47.35 - $48.24 $45.1K - $46K
117K $5.58M
GNL
Global Net Lease, Inc.

Real Estate
541
+ 2.41%
$6.91 - $8.26 $3.74K - $4.47K
22.9K $184K
UGP
Ultrapar Holdings Inc

Energy
2.09K
+ 6.28%
$2.56 - $3.2 $5.35K - $6.68K
35.4K $108K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
303
+ 0.95%
$11.44 - $12.4 $3.47K - $3.76K
32.1K $388K
EWW
Ishares Inc Msci Mexico ETF

ETFs
365
+ 3.13%
N/A
12K $685K
NNI
Nelnet Inc

Financial Services
49
+ 1.34%
$102.92 - $122.39 $5.04K - $6K
3.7K $409K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
43
+ 0.13%
$13.65 - $14.45 $587 - $621
32.9K $469K
TPIF
Timothy Plan Intl ETF (De)

ETFs
112
+ 1.43%
$26.06 - $29.44 $2.92K - $3.3K
7.97K $228K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
622
+ 0.74%
$9.82 - $10.44 $6.11K - $6.49K
84.6K $842K
FNGR
Finger Motion, Inc.

Communication Services
9.04K
+ 16.65%
$1.12 - $1.66 $10.1K - $15K
63.3K $86K
GBX
Greenbrier Companies Inc

Industrials
1.62K
+ 24.91%
$51.22 - $70.7 $83.1K - $115K
8.14K $416K
MQ
Marqeta, Inc.

Technology
2.77K
+ 12.43%
$3.51 - $4.57 $9.71K - $12.6K
25K $103K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.65K
+ 2.08%
$11.13 - $11.61 $29.5K - $30.7K
130K $1.45M
STXS
Stereotaxis, Inc.

Healthcare
28.9K
+ 47.26%
$1.76 - $2.64 $50.8K - $76.2K
89.9K $158K
TRMD
Torm PLC

Energy
5.47K
+ 22.41%
$16.48 - $23.06 $90.1K - $126K
29.9K $492K
ECVT
Ecovyst Inc.

Basic Materials
5.38K
+ 46.76%
$6.2 - $8.42 $33.4K - $45.3K
16.9K $104K
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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