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
TOWN
Towne Bank (Va)

Financial Services
2.15K
+ 5.53%
$30.4 - $35.29 $65.4K - $75.9K
41.1K $1.4M
WDI
Western Asset Diversified Income Fund

ETFs
4.39K
+ 22.99%
$12.85 - $14.92 $56.4K - $65.4K
23.5K $348K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
18.5K
+ 17.12%
$3.55 - $4.0 $65.8K - $74.2K
127K $504K
EARN
Ellington Residential Mortgage Reit

Real Estate
8.86K
+ 14.13%
$4.54 - $5.77 $40.2K - $51.1K
71.6K $411K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
570
+ 30.6%
$196.72 - $266.32 $112K - $152K
2.43K $560K
SENEA
Seneca Foods Corp

Consumer Defensive
19
+ 0.34%
$82.54 - $101.43 $1.57K - $1.93K
5.6K $567K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
765
+ 26.39%
$71.89 - $88.34 $55K - $67.6K
3.66K $320K
VECO
Veeco Instruments Inc

Technology
2.68K
+ 3.9%
$17.35 - $21.81 $46.5K - $58.4K
71.4K $1.45M
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
7.85K
+ 43.71%
$8.85 - $9.6 $69.4K - $75.3K
25.8K $239K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
3.32K
+ 16.33%
$23.99 - $29.79 $79.7K - $98.9K
23.7K $671K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
15.9K
+ 18.19%
$5.62 - $6.14 $89.3K - $97.5K
103K $593K
PFN
Pimco Income Strategy Fund Ii

Financial Services
16.5K
+ 4.64%
$6.87 - $7.56 $113K - $124K
372K $2.75M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
97
+ 0.72%
$24.47 - $31.91 $2.37K - $3.1K
13.5K $432K
IVR
Invesco Mortgage Capital Inc.

Real Estate
8.55K
+ 63.15%
$6.33 - $8.04 $54.1K - $68.8K
22.1K $173K
EWQ
Ishares Msci France ETF

ETFs
531
+ 3.61%
$35.65 - $43.57 $18.9K - $23.1K
15.2K $652K
BGB
Blackstone Strategic Credit Fund

Financial Services
5.34K
+ 23.68%
$10.85 - $12.12 $57.9K - $64.7K
27.9K $338K
NAT
Nordic American Tankers LTD

Industrials
16.6K
+ 74.73%
N/A
38.7K $154K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
1.7K
+ 6.01%
$31.06 - $39.3 $52.7K - $66.7K
30K $1.09M
UAA
Under Armour, Inc.

Consumer Cyclical
4.91K
+ 8.91%
$4.94 - $7.03 $24.3K - $34.5K
60K $410K
VTEX
Vtex

Technology
2.17K
+ 6.38%
$4.45 - $6.68 $9.65K - $14.5K
36.2K $238K
XBJL
Innovator Etfs Tr Us Equity Ac
1.33K
+ 16.43%
$30.83 - $35.99 $40.9K - $47.8K
9.41K $338K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
5.57K
+ 7.24%
$4.43 - $5.39 $24.7K - $30K
82.5K $444K
PSR
Invesco Actively

ETFs
770
+ 15.21%
$81.92 - $93.07 $63.1K - $71.7K
5.83K $532K
IFGL
Ishares International Develope

ETFs
652
+ 4.03%
$18.5 - $22.72 $12.1K - $14.8K
16.8K $382K
ERC
Allspring Multi Sector Income Fund

Financial Services
5.88K
+ 23.37%
$8.53 - $9.45 $50.1K - $55.5K
31K $293K
GNL
Global Net Lease, Inc.

Real Estate
9.7K
+ 42.27%
$6.82 - $8.08 $66.1K - $78.4K
32.6K $246K
KAPR
Innovator U.S. Small Cap Power

ETFs
1.11K
+ 6.65%
$28.5 - $32.39 $31.5K - $35.8K
17.7K $574K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
6.06K
+ 4.58%
$8.41 - $9.25 $50.9K - $56K
138K $1.28M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
5.94K
+ 24.37%
$7.79 - $9.98 $46.3K - $59.3K
30.3K $280K
EBLU
Ecofin Global Water Esg Fund

ETFs
4
+ 0.03%
$51.6 - $52.91 $206 - $212
12.4K $656K
UTG
Reaves Utility Income Fund

Financial Services
78
+ 0.51%
$29.08 - $36.18 $2.27K - $2.82K
15.5K $559K
CIL
Victory Portfolios Ii Shs Intl

ETFs
195
+ 2.06%
$41.24 - $50.51 $8.04K - $9.85K
9.67K $488K
BNS
Bank Of Nova Scotia

Financial Services
235
+ 4.05%
$44.56 - $55.27 $10.5K - $13K
6.04K $333K
JXI
Ishares Tr Global Utils ETF

ETFs
358
+ 5.29%
$64.56 - $74.02 $23.1K - $26.5K
7.12K $525K
FBP
First Bancorp

Financial Services
323
+ 1.08%
$16.84 - $21.1 $5.44K - $6.82K
30.3K $631K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
3.17K
+ 2.43%
$9.45 - $10.72 $30K - $34K
134K $1.41M
CNK
Cinemark Holdings, Inc.

Communication Services
30
+ 0.29%
$24.54 - $33.77 $736 - $1.01K
10.5K $316K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
4.94K
+ 24.25%
$10.28 - $11.04 $50.8K - $54.6K
25.3K $279K
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
2.31K
+ 8.03%
$23.11 - $23.4 $53.3K - $53.9K
31K $724K
FLTW
Franklin Templeton ETF Tr

ETFs
148
+ 2.78%
$37.15 - $52.99 $5.5K - $7.84K
5.48K $285K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1.37K
+ 1.5%
$53.27 - $54.27 $73.1K - $74.5K
93K $5.01M
PFBC
Preferred Bank

Financial Services
187
+ 1.4%
$75.32 - $87.67 $14.1K - $16.4K
13.6K $1.18M
JETS
ETF Ser Solutions U S Global J

ETFs
329
+ 1.55%
$17.37 - $23.44 $5.71K - $7.71K
21.6K $496K
VEGI
Ishares Inc Msci Global Agricu

ETFs
97
+ 0.62%
$33.43 - $41.08 $3.24K - $3.98K
15.6K $629K
MLKN
Millerknoll, Inc.

Consumer Cyclical
2.39K
+ 9.43%
$15.47 - $19.82 $36.9K - $47.3K
27.7K $537K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
3.81K
+ 10.05%
$14.83 - $16.07 $56.6K - $61.3K
41.8K $660K
SEMR
Se Mrush Holdings, Inc.

Technology
7.66K
+ 12.51%
$8.29 - $10.97 $63.5K - $84K
68.9K $623K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
258
+ 1.01%
$32.77 - $38.72 $8.45K - $9.99K
25.8K $997K
RFCI
Alps ETF Tr Riverfront Dynamic

ETFs
1.78K
+ 1.31%
$22.04 - $22.62 $39.2K - $40.3K
137K $3.1M
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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