Envestnet Asset Management Inc New Holdings in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLSP
Franklin Templeton ETF Tr Lib

ETFs
1.06M
New
$23.0 - $24.7 $24.3M - $26.1M
1.06M $25.5M
STNE
Stone Co Ltd.

Technology
613K
New
$10.43 - $16.04 $6.39M - $9.82M
613K $9.82M
CPA
Copa Holdings, S.A.

Industrials
78.5K
New
$83.12 - $109.97 $6.53M - $8.63M
78.5K $8.63M
SJB
Proshares Tr Short High Yield

ETFs
551K
New
$15.61 - $16.71 $8.6M - $9.21M
551K $8.6M
KEP
Korea Electric Power Corp

Utilities
189K
New
$7.24 - $14.63 $1.37M - $2.77M
189K $2.7M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
67.4K
New
$28.26 - $37.83 $1.9M - $2.55M
67.4K $2.55M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
25.8K
New
$71.62 - $94.66 $1.84M - $2.44M
25.8K $2.44M
SPBC
Simplify Exch Trad Fds Simplif

ETFs
48.9K
New
$32.08 - $41.44 $1.57M - $2.03M
48.9K $2.03M
SMMT
Summit Therapeutics Inc.

Healthcare
94.6K
New
$16.64 - $36.7 $1.57M - $3.47M
94.6K $2.01M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
191K
New
$9.43 - $10.29 $1.8M - $1.96M
191K $1.92M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
30.5K
New
$47.03 - $48.37 $1.43M - $1.47M
30.5K $1.47M
IFS
Intercorp Financial Services Inc.

Financial Services
37.6K
New
$29.66 - $38.13 $1.11M - $1.43M
37.6K $1.43M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
13.9K
New
$84.34 - $99.49 $1.17M - $1.38M
13.9K $1.37M
CVGW
Calavo Growers Inc

Consumer Defensive
37.5K
New
$22.74 - $28.18 $852K - $1.06M
37.5K $996K
GREK
Global X Msci Greece ETF

ETFs
16.4K
New
$40.77 - $59.31 $667K - $971K
16.4K $950K
CLDX
Celldex Therapeutics, Inc.

Healthcare
42.3K
New
$15.13 - $21.65 $640K - $916K
42.3K $860K
DAX
Global X Fds Dax Germany ETF

ETFs
17.5K
New
$34.84 - $44.93 $611K - $787K
17.5K $787K
AKR
Acadia Realty Trust

Real Estate
40.6K
New
$17.49 - $21.18 $711K - $860K
40.6K $754K
FPXE
First Tr ETF Ii First Tr Ipox

ETFs
23.7K
New
$22.99 - $31.23 $546K - $741K
23.7K $741K
SMR
Nuscale Power Corp

Industrials
16.1K
New
$12.6 - $43.24 $202K - $695K
16.1K $635K
EWP
Ishares Inc Msci Spain ETF

ETFs
14.2K
New
$34.15 - $44.03 $486K - $627K
14.2K $626K
SIG
Signet Jewelers LTD

Consumer Cyclical
7.53K
New
$50.77 - $82.74 $382K - $623K
7.53K $598K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
58.9K
New
$9.4 - $10.12 $554K - $597K
58.9K $559K
FLN
First Trust Latin America Alph

ETFs
26.6K
New
$16.03 - $19.92 $426K - $530K
26.6K $529K
FDEV
Fidelity International Multifa

ETFs
15.4K
New
$26.86 - $32.58 $412K - $500K
15.4K $500K
FSEC
Fidel Merrimack Str Tr

ETFs
11.3K
New
$42.41 - $44.36 $478K - $500K
11.3K $490K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
12.3K
New
$32.51 - $38.81 $401K - $479K
12.3K $478K
WSR
Whitestone Reit

Real Estate
38K
New
$12.06 - $14.62 $459K - $556K
38K $474K
EWK
Ishares Inc Msci Belgium ETF

ETFs
21.5K
New
$18.27 - $22.45 $393K - $482K
21.5K $473K
ADPT
Adaptive Biotechnologies Corp

Healthcare
40.1K
New
$6.83 - $12.16 $274K - $488K
40.1K $467K
BBSI
Barrett Business Services Inc

Industrials
10.9K
New
$38.05 - $42.61 $415K - $464K
10.9K $454K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
18.7K
New
$22.36 - $23.73 $419K - $445K
18.7K $444K
UCC
Proshares Ultra Consumer Servi

ETFs
9.5K
New
$30.67 - $45.74 $291K - $435K
9.5K $428K
NVTS
Navitas Semiconductor Corp

Technology
64.3K
New
$1.61 - $8.09 $104K - $520K
64.3K $421K
UBT
Proshares Ultra 20+Yr Treasury

ETFs
24.8K
New
$15.66 - $19.05 $389K - $473K
24.8K $419K
AGX
Argan Inc

Industrials
1.9K
New
$120.08 - $243.11 $228K - $461K
1.9K $417K
NTCT
Netscout Systems Inc

Technology
16.7K
New
$19.23 - $25.14 $320K - $419K
16.7K $413K
TROX
Tronox Holdings PLC

Basic Materials
77.8K
New
$4.51 - $6.87 $351K - $535K
77.8K $394K
DIG
Proshares Ultra Oil & Gas

ETFs
11.8K
New
$27.65 - $42.8 $327K - $506K
11.8K $393K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
3.48K
New
$99.46 - $129.39 $346K - $450K
3.48K $391K
EVO
Evotec Se

Healthcare
91.7K
New
$2.97 - $4.73 $272K - $434K
91.7K $384K
EE
Excelerate Energy, Inc.

Utilities
12.8K
New
$24.7 - $31.83 $315K - $406K
12.8K $373K
INFA
Informatica Inc.

Technology
14.7K
New
$15.86 - $24.35 $233K - $358K
14.7K $358K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
49.1K
New
$4.61 - $7.23 $226K - $355K
49.1K $355K
OMI
Owens & Minor Inc

Healthcare
36.2K
New
$6.35 - $9.16 $230K - $332K
36.2K $329K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
17.9K
New
$14.31 - $22.19 $256K - $397K
17.9K $326K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
27K
New
$11.69 - $13.91 $316K - $376K
27K $324K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
13.6K
New
$22.15 - $23.69 $300K - $321K
13.6K $321K
ALHC
Alignment Healthcare, Inc.

Healthcare
23K
New
$13.7 - $19.78 $315K - $454K
23K $321K
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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