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
HQL
Tekla Life Sciences Investors

Financial Services
743
+ 6.72%
$10.87 - $13.02 $8.08K - $9.67K
11.8K $151K
BKU
Bank United, Inc.

Financial Services
61
+ 0.77%
$29.48 - $36.33 $1.8K - $2.22K
8.02K $285K
FPH
Five Point Holdings, LLC

Real Estate
1.3K
+ 5.8%
$4.74 - $5.83 $6.17K - $7.58K
23.7K $130K
PTH
Invesco Exchange Traded Fd Tr

ETFs
472
+ 3.72%
$34.88 - $40.29 $16.5K - $19K
13.2K $511K
ASUR
Asure Software Inc

Technology
466
+ 1.87%
$8.82 - $10.16 $4.11K - $4.73K
25.4K $248K
ALTY
Global X Funds Global X Altern

ETFs
1.03K
+ 2.36%
$10.7 - $11.77 $11K - $12.1K
44.7K $521K
GDRX
Good Rx Holdings, Inc.

Healthcare
97
+ 0.59%
$3.74 - $5.07 $363 - $492
16.6K $82K
PEX
Proshares Listed Private Equit

ETFs
131
+ 1.64%
$23.72 - $28.16 $3.11K - $3.69K
8.14K $226K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
3.25K
+ 10.98%
$10.67 - $15.71 $34.7K - $51.1K
32.9K $429K
NBHC
National Bank Holdings Corp

Financial Services
355
+ 6.34%
$33.92 - $38.84 $12K - $13.8K
5.96K $223K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
210
+ 2.68%
N/A
8.04K $295K
KBR
Kbr, Inc.

Industrials
2.38K
+ 4.21%
$46.2 - $56.12 $110K - $133K
58.9K $2.82M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
189
+ 0.99%
$18.18 - $20.14 $3.44K - $3.81K
19.4K $390K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
25.1K
+ 112.06%
$1.66 - $3.61 $41.6K - $90.5K
47.5K $81K
IMTB
Ishares Tr

ETFs
99
+ 0.71%
$42.53 - $43.63 $4.21K - $4.32K
14K $609K
XHS
Spdr S&P Health Care Services

ETFs
28
+ 1.12%
$90.3 - $100.76 $2.53K - $2.82K
2.52K $251K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
3.04K
+ 10.0%
$0.85 - $1.2 $2.58K - $3.65K
33.4K $39K
FCAL
First Tr Iii Calif Mun High In

ETFs
180
+ 3.46%
$47.18 - $49.3 $8.49K - $8.87K
5.39K $258K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
3.78K
+ 18.32%
$2.06 - $3.0 $7.78K - $11.3K
24.4K $58K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
2.59K
+ 7.33%
$10.82 - $11.98 $28K - $31K
37.8K $425K
SGRY
Surgery Partners, Inc.

Healthcare
2.28K
+ 7.49%
$19.3 - $23.94 $44.1K - $54.7K
32.8K $728K
OVM
Listed Fds Tr Overlay Shares M

ETFs
278
+ 2.87%
$20.25 - $21.38 $5.63K - $5.94K
9.97K $210K
ARIS
Aris Water Solutions, Inc.

Utilities
7.47K
+ 36.25%
$19.97 - $33.53 $149K - $250K
28.1K $663K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
918
+ 8.38%
$10.23 - $11.0 $9.39K - $10.1K
11.9K $124K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
373
+ 1.35%
$9.08 - $10.16 $3.39K - $3.79K
28K $284K
VCV
Invesco California Value Municipal Income Trust

Financial Services
1.07K
+ 3.58%
$9.66 - $10.94 $10.4K - $11.7K
31.1K $322K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
859
+ 1.53%
$41.42 - $46.68 $35.6K - $40.1K
56.9K $2.59M
MAN
Manpower Group Inc.

Industrials
6.17K
+ 43.91%
$38.37 - $58.77 $237K - $363K
20.2K $817K
EMTL
Spdr Doubleline Emerging Marke

ETFs
94
+ 1.83%
$41.99 - $43.17 $3.95K - $4.06K
5.23K $225K
UGA
United States Gasoline Fund, LP

ETFs
861
+ 7.25%
$55.29 - $67.34 $47.6K - $58K
12.7K $766K
SCWO
374 Water Inc.

Industrials
10K
+ 100.0%
$0.25 - $0.55 $2.5K - $5.5K
20K $6K
SAFT
Safety Insurance Group Inc

Financial Services
16
+ 0.41%
$73.02 - $83.49 $1.17K - $1.34K
3.93K $312K
SLRC
Slr Investment Corp.

Financial Services
1K
+ 5.55%
$14.19 - $17.01 $14.2K - $17.1K
19.1K $307K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
596
+ 3.06%
$60.77 - $68.5 $36.2K - $40.8K
20.1K $1.34M
CODX
Co Diagnostics, Inc.

Healthcare
4.13K
+ 33.44%
$0.23 - $0.38 $951 - $1.57K
16.5K $4K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
152
+ 1.18%
$11.02 - $12.48 $1.68K - $1.9K
13K $162K
IMKTA
Ingles Markets Inc

Consumer Defensive
257
+ 2.94%
$59.82 - $65.64 $15.4K - $16.9K
9K $570K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
73
+ 0.3%
N/A
24.3K $173K
Tidal Trust I
32.4K
+ 205.79%
N/A
48.2K $0
Tidal Trust I
2.63K
+ 5.32%
N/A
52K $0
ARVR
First Tr Exchange Traded Fd Ii
2.36K
+ 27.74%
N/A
10.9K $0
Invesco Exch Trd Slf Idx Fd
1.9K
+ 3.23%
N/A
60.7K $0
2023 ETF Series Trust
6.59K
+ 10.41%
N/A
70K $0
2023 ETF Series Trust Ii
267K
+ 1165.22%
N/A
290K $0
Ab Active Etfs Inc
28K
+ 40.16%
N/A
97.7K $0
Ab Active Etfs Inc
265
+ 2.65%
N/A
10.3K $0
TAFI
Ab Active Etfs Inc Tax Aware S
92.6K
+ 69.42%
N/A
226K $0
YEAR
Ab Active Etfs Inc Ultra Short
202K
+ 101.33%
N/A
401K $0
Ab Active Etfs Inc
6.43K
+ 45.36%
N/A
20.6K $0
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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