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
APLE
Apple Hospitality Reit, Inc.

Real Estate
15K
+ 25.45%
$10.66 - $12.92 $160K - $194K
74.1K $864K
BCV
Bancroft Fund LTD

Financial Services
4.16K
+ 26.68%
$15.82 - $18.9 $65.9K - $78.7K
19.8K $373K
OSPN
One Span Inc.

Technology
4.43K
+ 23.78%
$13.57 - $16.81 $60.1K - $74.5K
23.1K $385K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
753
+ 0.94%
$47.97 - $54.0 $36.1K - $40.7K
81.1K $4.38M
CDNA
Care Dx, Inc.

Healthcare
3.39K
+ 17.74%
$14.18 - $20.08 $48.1K - $68.1K
22.5K $439K
BFK
Blackrock Municipal Income Trust

Financial Services
14.3K
+ 11.54%
$9.2 - $9.99 $132K - $143K
138K $1.33M
GBF
Ishares Tr

ETFs
934
+ 15.88%
$101.99 - $104.66 $95.3K - $97.8K
6.81K $711K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
2.44K
+ 8.65%
$40.41 - $40.68 $98.5K - $99.1K
30.6K $1.24M
BNY
Blackrock New York Municipal Income Trust

Financial Services
11.4K
+ 46.56%
$9.59 - $10.28 $110K - $117K
35.9K $347K
IGHG
Proshares Investment Grade Int

ETFs
891
+ 4.59%
$74.89 - $78.35 $66.7K - $69.8K
20.3K $1.59M
USO
United States Oil Fund, LP

ETFs
1.94K
+ 17.85%
$62.37 - $83.12 $121K - $161K
12.8K $937K
ACI
Albertsons Companies, Inc.

Consumer Defensive
6.94K
+ 6.16%
$19.94 - $22.91 $138K - $159K
120K $2.57M
BFH
Bread Financial Holdings, Inc.

Financial Services
269
+ 2.49%
$41.88 - $57.12 $11.3K - $15.4K
11.1K $633K
IMOS
Chipmos Technologies Inc

Technology
1.21K
+ 2.16%
$13.71 - $20.05 $16.5K - $24.2K
57.1K $1.03M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1.4K
+ 6.96%
$44.39 - $49.11 $62.2K - $68.9K
21.5K $1.02M
FSTR
Foster L B CO

Industrials
3.03K
+ 29.34%
$17.55 - $22.41 $53.2K - $67.9K
13.4K $292K
WAL
Western Alliance Bancorporation

Financial Services
455
+ 0.98%
$61.0 - $79.94 $27.8K - $36.4K
47K $3.67M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
48
+ 0.15%
$17.11 - $21.71 $821 - $1.04K
31.9K $692K
ATRC
Atri Cure, Inc.

Healthcare
1.8K
+ 3.18%
$29.07 - $34.94 $52.4K - $63K
58.5K $1.92M
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
996
+ 5.42%
$27.61 - $34.0 $27.5K - $33.9K
19.4K $652K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
20.9K
+ 11.91%
$5.37 - $5.86 $112K - $122K
196K $1.1M
DDS
Dillard'S, Inc.

Consumer Cyclical
23
+ 1.77%
$294.77 - $422.75 $6.78K - $9.72K
1.33K $553K
DLY
Double Line Yield Opportunities Fund

N/A
6.2K
+ 35.23%
$14.45 - $16.11 $89.5K - $99.8K
23.8K $370K
FCF
First Commonwealth Financial Corp

Financial Services
3.54K
+ 8.46%
$14.08 - $16.35 $49.9K - $57.9K
45.4K $737K
TEF
Telefonica S A

Communication Services
11.3K
+ 23.84%
$4.37 - $5.39 $49.3K - $60.8K
58.6K $306K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
9.96K
+ 23.21%
$8.4 - $8.8 $83.7K - $87.6K
52.9K $463K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
4.03K
+ 29.81%
$17.61 - $19.8 $70.9K - $79.7K
17.5K $347K
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.53K
+ 11.48%
$22.43 - $27.68 $34.4K - $42.4K
14.9K $412K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
2.14K
+ 1.0%
$10.6 - $12.44 $22.7K - $26.6K
216K $2.68M
MUST
Columbia ETF Tr I Multi Sector

ETFs
4.2K
+ 8.61%
$19.47 - $20.4 $81.7K - $85.6K
53K $1.07M
IGE
Ishares Tr North Amern Nat Res

ETFs
7.19K
+ 3.72%
$38.21 - $46.01 $275K - $331K
200K $8.87M
NNI
Nelnet Inc

Financial Services
369
+ 9.98%
$101.27 - $121.3 $37.4K - $44.8K
4.07K $492K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
528
+ 2.95%
$86.79 - $101.21 $45.8K - $53.4K
18.4K $1.81M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
846
+ 7.81%
$16.58 - $24.56 $14K - $20.8K
11.7K $286K
AR
Antero Resources Corp

Energy
2.17K
+ 5.2%
$31.92 - $43.78 $69.4K - $95.2K
44K $1.77M
CE
Celanese Corp

Basic Materials
3.31K
+ 4.61%
$37.49 - $59.36 $124K - $197K
75.2K $4.16M
DOLE
Dole PLC

Consumer Defensive
8.42K
+ 10.37%
$13.31 - $15.19 $112K - $128K
89.6K $1.25M
KIO
Kkr Income Opportunities Fund

Financial Services
5.49K
+ 13.48%
$10.99 - $12.56 $60.3K - $68.9K
46.2K $580K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
6.8K
+ 11.33%
$9.13 - $10.58 $62.1K - $72K
66.9K $706K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
368
+ 0.24%
$9.66 - $11.35 $3.55K - $4.18K
152K $1.72M
FMF
First Trust Managed Futures St

ETFs
10K
+ 2.43%
$44.79 - $46.43 $449K - $465K
422K $19.1M
GUG
Guggenheim Active Allocation Fund

ETFs
3.9K
+ 13.64%
$13.98 - $15.75 $54.5K - $61.4K
32.5K $508K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.6K
+ 13.19%
$18.53 - $24.21 $29.7K - $38.8K
13.7K $332K
BLW
Blackrock LTD Duration Income Trust

Financial Services
4.95K
+ 3.52%
$12.75 - $14.21 $63.1K - $70.3K
145K $2.06M
WULF
Terawulf Inc.

Financial Services
2.26K
+ 5.77%
$2.24 - $4.53 $5.06K - $10.2K
41.4K $181K
VFC
V F Corp

Consumer Cyclical
15.5K
+ 54.26%
$9.74 - $16.39 $151K - $255K
44.2K $519K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
6.31K
+ 24.8%
$9.86 - $10.92 $62.2K - $68.9K
31.8K $346K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
2.34K
+ 3.19%
$47.05 - $50.22 $110K - $117K
75.6K $3.73M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
2.65K
+ 18.11%
$29.02 - $30.78 $76.9K - $81.6K
17.3K $524K
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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