Envestnet Asset Management Inc Incresed Positions in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
2.51K
+ 3.46%
$17.55 - $21.54 $44.1K - $54.1K
75K $1.58M
UCC
Proshares Ultra Consumer Servi

ETFs
3.95K
+ 20.27%
$30.77 - $42.6 $122K - $168K
23.4K $991K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
5.23K
+ 39.02%
$44.82 - $48.36 $234K - $253K
18.6K $900K
FULT
Fulton Financial Corp

Financial Services
14.6K
+ 69.68%
$16.35 - $20.14 $239K - $294K
35.6K $645K
RS
Reliance Steel & Aluminum CO

Basic Materials
247
+ 0.41%
$271.23 - $308.75 $67K - $76.3K
60.4K $17.5M
IGHG
Proshares Investment Grade Int

ETFs
3.68K
+ 80.6%
$74.38 - $77.39 $274K - $285K
8.26K $635K
WSM
Williams Sonoma Inc

Consumer Cyclical
138K
+ 83.39%
$128.47 - $280.94 $17.7M - $38.8M
304K $47M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
15.9K
+ 10.5%
$13.87 - $14.63 $221K - $233K
168K $2.43M
ACA
Arcosa, Inc.

Industrials
1.32K
+ 9.45%
$76.27 - $95.27 $101K - $126K
15.3K $1.45M
LSAT
Two Rds Shared Tr Leadershares

ETFs
5.33K
+ 30.74%
$37.41 - $41.75 $199K - $223K
22.7K $946K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
11K
+ 28.76%
$20.69 - $22.19 $228K - $245K
49.4K $1.07M
COLL
Collegium Pharmaceutical, Inc

Healthcare
3.69K
+ 18.02%
$31.4 - $39.07 $116K - $144K
24.2K $934K
COOP
Mr. Cooper Group Inc.

Financial Services
343
+ 1.54%
$78.57 - $94.99 $26.9K - $32.6K
22.6K $2.08M
ACCO
Acco Brands Corp

Industrials
1.46K
+ 0.42%
$4.48 - $5.53 $6.52K - $8.05K
346K $1.89M
FXD
First Tr Exchange Traded Fd

ETFs
1.16K
+ 1.98%
$56.55 - $63.72 $65.8K - $74.2K
59.9K $3.79M
FYT
First Trust Small Cap

ETFs
563
+ 0.89%
$50.68 - $58.56 $28.5K - $33K
64K $3.55M
MAT
Mattel Inc

Consumer Cyclical
10K
+ 34.11%
$16.02 - $19.6 $160K - $196K
39.3K $748K
JLS
Nuveen Mortgage & Income Fund

Financial Services
13.1K
+ 17.21%
$17.83 - $18.45 $233K - $241K
88.9K $1.64M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
7.78K
+ 9.57%
$22.58 - $26.27 $176K - $204K
89K $2.3M
FMX
Mexican Economic Development Inc

Consumer Defensive
28.6K
+ 10.01%
$98.71 - $118.83 $2.83M - $3.4M
315K $31.1M
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
19.4K
+ 20.6%
$10.26 - $10.97 $199K - $213K
113K $1.24M
GNMA
Ishares Gnma Bond ETF

ETFs
4.09K
+ 8.7%
$42.68 - $45.25 $175K - $185K
51.1K $2.29M
PICK
Ishares Inc Msci Global Select

ETFs
3.57K
+ 7.81%
$36.29 - $43.35 $129K - $155K
49.2K $2.13M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
879
+ 1.14%
$38.1 - $44.5 $33.5K - $39.1K
78.2K $3.37M
JJSF
J&J Snack Foods Corp

Consumer Defensive
141
+ 0.58%
$159.36 - $173.59 $22.5K - $24.5K
24.5K $4.22M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
7.03K
+ 36.13%
$31.97 - $37.3 $225K - $262K
26.5K $948K
HLIO
Helios Technologies, Inc.

Industrials
5.53K
+ 18.63%
$40.13 - $47.64 $222K - $263K
35.2K $1.68M
BRC
Brady Corp

Industrials
2.93K
+ 92.14%
$64.54 - $76.61 $189K - $224K
6.11K $468K
SNX
Td Synnex Corp

Technology
283
+ 0.59%
$109.37 - $122.34 $31K - $34.6K
48.1K $5.77M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
11.8K
+ 12.99%
$13.08 - $14.19 $154K - $168K
103K $1.46M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
5.93K
+ 5.31%
$24.27 - $27.34 $144K - $162K
118K $3.16M
VSLU
ETF Opportunities Tr Applied F
2.22K
+ 2.28%
$32.6 - $36.0 $72.2K - $79.8K
99.3K $3.57M
NMIH
Nmi Holdings, Inc.

Financial Services
709
+ 2.25%
$33.86 - $41.73 $24K - $29.6K
32.2K $1.33M
SCS
Steelcase Inc

Industrials
2.84K
+ 0.7%
$12.27 - $14.49 $34.8K - $41.1K
409K $5.52M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
6.47K
+ 61.54%
$15.95 - $27.01 $103K - $175K
17K $436K
LZB
La Z Boy Inc

Consumer Cyclical
4.68K
+ 54.08%
$36.04 - $44.14 $169K - $207K
13.3K $572K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
54
+ 0.03%
$6.26 - $7.76 $338 - $419
168K $1.29M
PUK
Prudential PLC

Financial Services
3.03K
+ 0.33%
$16.07 - $19.33 $48.7K - $58.6K
922K $17.1M
SLVM
Sylvamo Corp

Basic Materials
2.2K
+ 64.48%
$65.73 - $87.18 $145K - $192K
5.62K $481K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
683
+ 6.27%
$48.79 - $85.81 $33.3K - $58.6K
11.6K $932K
METV
Listed Fds Tr Roundhill Ball M

ETFs
16.2K
+ 25.49%
$11.59 - $13.72 $188K - $222K
79.8K $1.08M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
24.5K
+ 34.99%
$8.04 - $8.65 $197K - $212K
94.5K $817K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
9.58K
+ 24.03%
$17.09 - $20.23 $164K - $194K
49.5K $939K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
4.65K
+ 13.67%
$50.15 - $50.66 $233K - $236K
38.7K $1.96M
CATY
Cathay General Bancorp

Financial Services
2.28K
+ 8.16%
$36.27 - $45.24 $82.8K - $103K
30.3K $1.3M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
10.6K
+ 14.65%
$37.45 - $52.79 $398K - $561K
83.2K $3.82M
FLIC
First Of Long Island Corp

Financial Services
9.7K
+ 23.5%
$9.92 - $13.51 $96.2K - $131K
51K $656K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
9.05K
+ 10.99%
$23.15 - $23.58 $210K - $213K
91.4K $2.16M
IAT
Ishares Tr

ETFs
363
+ 0.98%
$40.8 - $48.93 $14.8K - $17.8K
37.3K $1.77M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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