Envestnet Asset Management Inc Incresed Positions in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KN
Knowles Corp

Technology
8.18K
+ 25.2%
$15.2 - $20.58 $124K - $168K
40.6K $617K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
104
+ 3.56%
$73.28 - $92.15 $7.62K - $9.58K
3.02K $223K
TECL
Direxion Daily Technology Bull

ETFs
2.78K
+ 46.14%
$58.43 - $100.39 $162K - $279K
8.81K $515K
GHM
Graham Corp

Industrials
3.91K
+ 45.29%
$28.82 - $49.72 $113K - $194K
12.5K $361K
PIE
Invesco Exchange Traded Fd Tr

ETFs
2.02K
+ 3.15%
$18.18 - $19.42 $36.7K - $39.2K
66.2K $1.2M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
437
+ 2.43%
$16.82 - $20.0 $7.35K - $8.74K
18.4K $314K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
582
+ 1.05%
$45.03 - $48.14 $26.2K - $28K
56.1K $2.59M
KBE
Spdr S&P Bank ETF

ETFs
504
+ 2.19%
$51.28 - $59.92 $25.8K - $30.2K
23.5K $1.24M
FTQI
First Trust ETF Vi First Trust

ETFs
7.81K
+ 8.58%
$18.72 - $21.32 $146K - $167K
98.9K $1.86M
BFH
Bread Financial Holdings, Inc.

Financial Services
1.41K
+ 15.01%
$46.51 - $65.07 $65.7K - $91.9K
10.8K $541K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.24K
+ 25.13%
$57.3 - $90.39 $71.1K - $112K
6.18K $353K
SEMR
Se Mrush Holdings, Inc.

Technology
10K
+ 19.53%
$9.27 - $18.37 $92.7K - $184K
61.2K $571K
APG
A Pi Group Corp

Industrials
1.85K
+ 0.37%
$35.67 - $40.88 $65.8K - $75.4K
496K $17.7M
DLX
Deluxe Corp

Communication Services
2.17K
+ 20.42%
$15.43 - $23.42 $33.5K - $50.8K
12.8K $202K
HAIN
Hain Celestial Group Inc

Consumer Defensive
1.3K
+ 5.94%
$3.58 - $6.19 $4.65K - $8.03K
23.1K $96K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
347
+ 1.38%
$36.14 - $40.81 $12.5K - $14.2K
25.5K $945K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
1.09K
+ 8.18%
$25.34 - $32.88 $27.7K - $35.9K
14.4K $395K
CLOU
Global X Fds Cloud Computing E

ETFs
1.95K
+ 7.2%
$20.99 - $26.34 $41K - $51.5K
29.1K $610K
MBWM
Mercantile Bank Corp

Financial Services
446
+ 0.78%
$41.69 - $51.79 $18.6K - $23.1K
57.6K $2.5M
AIT
Applied Industrial Technologies Inc

Industrials
2.97K
+ 5.9%
$218.93 - $269.18 $650K - $799K
53.2K $12M
SPFF
Global X Superincome Preferred

ETFs
862
+ 0.51%
$8.97 - $9.5 $7.73K - $8.19K
170K $1.52M
SLF
Sun Life Financial Inc

Financial Services
52
+ 0.24%
$54.05 - $59.19 $2.81K - $3.08K
21.9K $1.25M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
5.28K
+ 6.39%
$37.73 - $43.15 $199K - $228K
88K $3.4M
FSTR
Foster L B CO

Industrials
1.07K
+ 11.52%
$19.68 - $28.56 $21K - $30.5K
10.3K $203K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
11.5K
+ 14.58%
$17.68 - $23.34 $204K - $269K
90.6K $1.6M
LUMN
Lumen Technologies, Inc.

Communication Services
414
+ 1.19%
$3.92 - $5.92 $1.62K - $2.45K
35.1K $137K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
9.66K
+ 26.26%
$3.77 - $6.08 $36.4K - $58.7K
46.4K $177K
LITE
Lumentum Holdings Inc.

Technology
2.73K
+ 27.0%
$57.41 - $100.38 $157K - $274K
12.8K $800K
HLLY
Holley Inc.

Consumer Cyclical
29.4K
+ 10.61%
$2.4 - $3.18 $70.5K - $93.4K
306K $786K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
1.25K
+ 5.9%
$12.16 - $17.58 $15.2K - $22K
22.4K $272K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.14K
+ 6.48%
$101.13 - $119.79 $115K - $136K
18.7K $1.93M
CNDT
Conduent Inc

Technology
3.04K
+ 6.83%
$2.7 - $4.42 $8.2K - $13.4K
47.5K $128K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
772
+ 5.47%
$33.65 - $43.06 $26K - $33.2K
14.9K $501K
PWP
Perella Weinberg Partners

Financial Services
4.51K
+ 18.06%
$18.4 - $26.41 $82.9K - $119K
29.5K $542K
UIS
Unisys Corp

Technology
1K
+ 3.11%
$3.9 - $7.15 $3.91K - $7.17K
33.3K $152K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
721
+ 4.91%
$22.0 - $30.03 $15.9K - $21.7K
15.4K $338K
CRTO
Criteo S.A.

Communication Services
9.38K
+ 10.08%
$34.81 - $45.89 $327K - $431K
102K $3.63M
POWL
Powell Industries Inc

Industrials
15.8K
+ 29.53%
$155.56 - $311.38 $2.45M - $4.91M
69.2K $11.8M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
16.9K
+ 2.53%
$42.86 - $45.92 $724K - $776K
685K $29.7M
JOBY
Joby Aviation, Inc.

Industrials
1.63K
+ 5.12%
$5.99 - $10.27 $9.76K - $16.7K
33.4K $201K
UMH
Umh Properties, Inc.

Real Estate
1.05K
+ 0.24%
$17.49 - $19.0 $18.3K - $19.9K
434K $8.12M
MLAB
Mesa Laboratories Inc

Technology
1.46K
+ 8.31%
$118.66 - $154.76 $174K - $226K
19.1K $2.26M
STBA
S&T Bancorp Inc

Financial Services
3.39K
+ 2.15%
$35.43 - $41.22 $120K - $140K
161K $5.97M
EXP
Eagle Materials Inc

Basic Materials
9.05K
+ 10.86%
$207.49 - $262.13 $1.88M - $2.37M
92.3K $20.5M
CATY
Cathay General Bancorp

Financial Services
1.93K
+ 6.1%
$42.27 - $48.78 $81.4K - $94K
33.5K $1.44M
CIVI
Civitas Resources, Inc.

Energy
587
+ 7.84%
$32.05 - $54.79 $18.8K - $32.2K
8.07K $281K
CDNA
Care Dx, Inc.

Healthcare
290
+ 1.54%
$17.64 - $25.07 $5.12K - $7.27K
19.1K $339K
QPFF
American Centy ETF Tr Quality
6.58K
+ 1.31%
$35.38 - $36.78 $233K - $242K
510K $18M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
23.4K
+ 16.67%
$1.14 - $2.1 $26.6K - $49.1K
163K $192K
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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