Envestnet Asset Management Inc New Holdings in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
406K
New
$39.53 - $46.13 $16M - $18.7M
406K $17.9M
GFI
Gold Fields LTD

Basic Materials
366K
New
$13.84 - $22.09 $5.06M - $8.08M
366K $8.08M
ATRO
Astronics Corp

Industrials
228K
New
$15.6 - $26.5 $3.56M - $6.05M
228K $5.52M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
718K
New
$5.91 - $6.78 $4.24M - $4.87M
718K $4.24M
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
1.35M
New
$2.3 - $2.7 $3.11M - $3.65M
1.35M $3.6M
IBHE
Ishares Ibonds 2025 Term High

ETFs
84.7K
New
$23.16 - $23.32 $1.96M - $1.97M
84.7K $1.97M
INKM
Ssga Active ETF Tr

ETFs
56.3K
New
$31.0 - $32.23 $1.75M - $1.82M
56.3K $1.79M
VNET
Vnet Group, Inc.

Technology
201K
New
$4.95 - $14.68 $997K - $2.96M
201K $1.65M
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
294K
New
$4.96 - $5.64 $1.46M - $1.66M
294K $1.46M
DXPE
Dxp Enterprises Inc

Industrials
17.3K
New
$76.67 - $107.03 $1.32M - $1.85M
17.3K $1.42M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
41.5K
New
$30.44 - $38.49 $1.26M - $1.6M
41.5K $1.36M
UPWK
Upwork, Inc

Industrials
96.4K
New
$12.34 - $17.44 $1.19M - $1.68M
96.4K $1.26M
PTLO
Portillo'S Inc.

Consumer Cyclical
98.4K
New
$9.2 - $15.39 $905K - $1.51M
98.4K $1.17M
LNW
Light & Wonder, Inc.

Consumer Cyclical
13K
New
$85.08 - $111.48 $1.11M - $1.45M
13K $1.13M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
27.4K
New
$37.13 - $42.37 $1.02M - $1.16M
27.4K $1.12M
KC
Kingsoft Cloud Holdings LTD

Technology
76.2K
New
$9.15 - $20.81 $697K - $1.59M
76.2K $1.09M
PAYO
Payoneer Global Inc.

Technology
142K
New
$7.04 - $11.04 $1M - $1.57M
142K $1.04M
EVER
Ever Quote, Inc.

Communication Services
37.5K
New
$17.84 - $29.71 $670K - $1.12M
37.5K $982K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
130K
New
$7.08 - $9.52 $918K - $1.23M
130K $959K
BASE
Couchbase, Inc.

Technology
60.9K
New
$13.17 - $19.14 $802K - $1.17M
60.9K $958K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
35.9K
New
$25.39 - $26.03 $912K - $935K
35.9K $932K
PINC
Premier, Inc.

Healthcare
47.4K
New
$17.46 - $23.0 $828K - $1.09M
47.4K $914K
IEZ
Ishares Tr

ETFs
40.8K
New
$18.42 - $22.2 $751K - $905K
40.8K $795K
USVM
Victory Portfolios Ii Victorys

ETFs
9.68K
New
$76.56 - $88.03 $741K - $852K
9.68K $761K
FLSW
Franklin Templeton ETF Tr

ETFs
21.1K
New
$31.86 - $37.04 $672K - $781K
21.1K $753K
EWS
Ishares Inc Msci Singapore ETF

ETFs
30.4K
New
$21.65 - $24.17 $658K - $735K
30.4K $722K
VUSE
ETF Ser Solutions

ETFs
11.9K
New
$55.51 - $62.63 $663K - $748K
11.9K $676K
BBAX
J P Morgan Betabuilders Develo

ETFs
13.8K
New
$48.21 - $51.59 $664K - $711K
13.8K $670K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
30.5K
New
$20.11 - $21.21 $613K - $647K
30.5K $644K
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
39.5K
New
$15.58 - $20.55 $616K - $812K
39.5K $629K
INOD
Innodata Inc

Technology
17.3K
New
$33.19 - $64.17 $576K - $1.11M
17.3K $622K
MRUS
Merus N.V.

Healthcare
14K
New
$39.01 - $49.16 $546K - $687K
14K $588K
GEO
Geo Group Inc

Real Estate
17.6K
New
$22.92 - $35.35 $404K - $623K
17.6K $514K
CLBT
Cellebrite Di Ltd.

Technology
26.4K
New
$16.78 - $26.0 $443K - $686K
26.4K $512K
TAGG
T Rowe Price Exchange Traded F

ETFs
11.9K
New
$41.42 - $42.9 $491K - $508K
11.9K $507K
XYLG
Global X Fds S&P 500 Covered C

ETFs
19K
New
$26.14 - $28.86 $496K - $547K
19K $501K
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
9.52K
New
$49.58 - $49.87 $472K - $475K
9.52K $474K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
38.2K
New
$11.34 - $12.23 $433K - $467K
38.2K $467K
HQH
Tekla Healthcare Investors

Financial Services
26.2K
New
$16.23 - $18.27 $426K - $480K
26.2K $426K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
37.6K
New
$10.91 - $11.42 $410K - $429K
37.6K $420K
MANU
Manchester United PLC

Communication Services
30.7K
New
$13.09 - $17.0 $402K - $523K
30.7K $402K
BKF
Ishares Mcsi Bic ETF

ETFs
10.1K
New
$34.86 - $41.56 $351K - $418K
10.1K $402K
TMQ
Trilogy Metals Inc.

Basic Materials
256K
New
$1.08 - $1.99 $276K - $509K
256K $396K
DRH
Diamond Rock Hospitality CO

Real Estate
51.1K
New
$7.64 - $9.04 $391K - $462K
51.1K $394K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
40.1K
New
$9.19 - $9.82 $368K - $394K
40.1K $393K
DEW
Wisdomtree Tr Global High Divi

ETFs
6.98K
New
$51.48 - $56.43 $359K - $394K
6.98K $391K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
22.6K
New
$16.54 - $17.22 $374K - $389K
22.6K $378K
NORW
Global X Msci Norway ETF

ETFs
13.9K
New
$23.77 - $27.57 $331K - $383K
13.9K $376K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
48.2K
New
$7.6 - $7.96 $367K - $384K
48.2K $374K
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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