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
MBUU
Malibu Boats, Inc.

Consumer Cyclical
506
+ 2.34%
$25.17 - $33.43 $12.7K - $16.9K
22.1K $692K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
1.01K
+ 6.31%
$8.48 - $11.94 $8.57K - $12.1K
17K $176K
CEFA
Global X Fds
634
+ 8.25%
$28.37 - $34.48 $18K - $21.9K
8.32K $285K
IBHE
Ishares Ibonds 2025 Term High

ETFs
1.1K
+ 1.3%
$22.98 - $23.27 $25.3K - $25.7K
85.8K $2M
USA
Liberty All Star Equity Fund

Financial Services
2.9K
+ 9.22%
$5.9 - $6.81 $17.1K - $19.8K
34.4K $234K
NMR
Nomura Holdings Inc

Financial Services
1.98K
+ 6.02%
$4.95 - $6.6 $9.82K - $13.1K
34.9K $229K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
3.64K
+ 6.68%
$12.24 - $13.88 $44.5K - $50.5K
58.1K $782K
FTF
Franklin LTD Duration Income Trust

Financial Services
4.53K
+ 6.22%
$5.86 - $6.47 $26.6K - $29.3K
77.4K $496K
IXJ
Ishares Global Healthcare ETF

ETFs
13.6K
+ 6.07%
$82.3 - $90.02 $1.12M - $1.22M
237K $20.4M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
821
+ 0.82%
$6.81 - $8.29 $5.59K - $6.81K
101K $835K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
976
+ 6.82%
$23.61 - $24.24 $23K - $23.7K
15.3K $370K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
1.14K
+ 5.06%
$15.35 - $17.0 $17.5K - $19.4K
23.7K $403K
CRF
Cornerstone Total Return Fund Inc

Financial Services
277
+ 0.75%
$6.44 - $7.75 $1.78K - $2.15K
37.3K $289K
BIDU
Baidu, Inc.

Communication Services
1.01K
+ 10.08%
$76.86 - $92.5 $77.4K - $93.1K
11K $942K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
40
+ 3.13%
$218.94 - $269.48 $8.76K - $10.8K
1.32K $326K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
1.73K
+ 7.23%
$13.19 - $15.44 $22.8K - $26.7K
25.7K $389K
XYLG
Global X Fds S&P 500 Covered C

ETFs
43
+ 0.23%
$23.63 - $27.55 $1.02K - $1.18K
19K $523K
OPEN
Opendoor Technologies Inc.

Real Estate
50.6K
+ 480.23%
$0.51 - $1.09 $25.8K - $55.1K
61.1K $32K
OPCH
Option Care Health, Inc.

Healthcare
14.7K
+ 7.98%
$30.69 - $34.95 $451K - $514K
199K $6.46M
CWENA
Clearway Energy Inc Cl A
602
+ 1.14%
N/A
53.3K $1.84M
ORCC
Owl Rock Capital Corp

Financial Services
1.43K
+ 1.05%
N/A
138K $1.85M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
1.57K
+ 4.53%
$19.43 - $20.13 $30.4K - $31.5K
36.2K $714K
THW
Tekla World Healthcare Fund

Financial Services
5.15K
+ 19.35%
$10.05 - $11.31 $51.8K - $58.3K
31.8K $325K
IVZ
Invesco Ltd.

Financial Services
429
+ 2.09%
$12.14 - $15.77 $5.21K - $6.77K
20.9K $329K
TPHD
Timothy Plan High Divid Stk Et

ETFs
130
+ 0.17%
$32.99 - $38.01 $4.29K - $4.94K
75.3K $2.85M
HQH
Tekla Healthcare Investors

Financial Services
2.44K
+ 9.29%
$14.14 - $16.32 $34.5K - $39.8K
28.7K $444K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
1.58K
+ 8.91%
$7.98 - $10.06 $12.6K - $15.9K
19.3K $187K
GMRE
Global Medical Reit Inc.

Real Estate
7.54K
+ 39.49%
$6.16 - $8.72 $46.4K - $65.7K
26.6K $184K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
823
+ 2.12%
$35.4 - $41.9 $29.1K - $34.5K
39.6K $1.61M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
1.02K
+ 2.2%
$8.72 - $10.05 $8.88K - $10.2K
47.2K $474K
AXSM
Axsome Therapeutics, Inc.

Healthcare
3.09K
+ 12.35%
$95.65 - $116.49 $296K - $360K
28.1K $2.94M
ALT
Altimmune, Inc.

Healthcare
10.7K
+ 47.99%
$3.5 - $7.71 $37.3K - $82.3K
32.9K $127K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
119
+ 1.16%
$6.41 - $11.19 $763 - $1.33K
10.4K $93K
GAIN
Gladstone Investment Corporation\De

Financial Services
46
+ 0.27%
$11.77 - $15.26 $541 - $702
16.8K $239K
OSUR
Orasure Technologies Inc

Healthcare
8.13K
+ 32.68%
$2.46 - $3.37 $20K - $27.4K
33K $99K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
319
+ 2.31%
$40.64 - $47.27 $13K - $15.1K
14.1K $657K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
837
+ 5.0%
$11.29 - $13.14 $9.45K - $11K
17.6K $231K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
676
+ 1.77%
$10.73 - $12.54 $7.25K - $8.48K
38.9K $482K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2.02K
+ 6.6%
$8.43 - $8.77 $17K - $17.7K
32.5K $282K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
27
+ 0.54%
$61.48 - $65.6 $1.66K - $1.77K
5.04K $322K
TG
Tredegar Corp

Industrials
97
+ 0.87%
$6.61 - $8.83 $641 - $857
11.3K $99K
BEAM
Beam Therapeutics Inc.

Healthcare
5.17K
+ 17.4%
$14.54 - $20.24 $75.1K - $105K
34.8K $592K
NRDY
Nerdy Inc.

Technology
4.79K
+ 17.36%
$1.25 - $1.81 $5.99K - $8.68K
32.4K $52K
HSC
Harsco Corp

Industrials
1.55K
+ 14.02%
N/A
12.6K $91K
FXN
First Tr Exchange Traded Fd Fi

ETFs
4.64K
+ 10.72%
$12.88 - $16.75 $59.8K - $77.8K
48K $727K
HPI
John Hancock Preferred Income Fund

Financial Services
1.81K
+ 6.11%
$15.0 - $16.67 $27.1K - $30.1K
31.3K $501K
HFRO
Highland Income Fund\Ma

Financial Services
2.25K
+ 0.13%
$4.47 - $5.28 $10K - $11.9K
1.73M $8.98M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
442
+ 3.83%
$30.64 - $32.21 $13.5K - $14.2K
12K $383K
TFSL
Tfs Financial Corp

Financial Services
148
+ 0.81%
$11.62 - $13.54 $1.72K - $2K
18.4K $237K
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email