Envestnet Asset Management Inc Reduced Holdings in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDU
Ishares Tr U S Utils ETF

ETFs
-30.7K
- 29.16%
$95.33 - $102.77 $2.93M - $3.15M
74.6K $7.56M
CLH
Clean Harbors Inc

Industrials
-953
- 1.33%
$188.14 - $246.1 $179K - $235K
70.8K $14M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-53.7K
- 7.74%
$59.63 - $64.37 $3.2M - $3.46M
640K $39.8M
FFIV
F5, Inc.

Technology
-14.1K
- 17.24%
$251.75 - $310.6 $3.55M - $4.38M
67.8K $18M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-65.7K
- 33.54%
$36.56 - $38.35 $2.4M - $2.52M
130K $4.82M
ALL
Allstate Corp

Financial Services
-31.4K
- 11.25%
$180.99 - $210.18 $5.69M - $6.61M
248K $51.3M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-62.6K
- 15.01%
$36.38 - $38.05 $2.28M - $2.38M
355K $13.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-16K
- 11.88%
$81.1 - $94.7 $1.3M - $1.52M
119K $9.63M
BMY
Bristol Myers Squibb CO

Healthcare
-298K
- 8.43%
$53.9 - $63.11 $16M - $18.8M
3.23M $197M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-48.5K
- 9.62%
$60.44 - $69.57 $2.93M - $3.37M
455K $30.3M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-5.74K
- 3.23%
$154.39 - $176.55 $887K - $1.01M
172K $27M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-64.4K
- 2.81%
$25.12 - $26.05 $1.62M - $1.68M
2.23M $56.2M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-52.4K
- 45.69%
$44.92 - $48.18 $2.35M - $2.52M
62.3K $2.85M
FSK
Fs Kkr Capital Corp

Financial Services
-101K
- 28.98%
$20.47 - $24.06 $2.07M - $2.43M
247K $5.18M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-36.3K
- 9.1%
$48.02 - $53.02 $1.75M - $1.93M
363K $18M
ATR
Aptargroup, Inc.

Healthcare
-3.2K
- 1.46%
$141.7 - $159.83 $453K - $511K
215K $31.9M
CRDO
Credo Technology Group Holding LTD

Technology
-9K
- 12.22%
$39.45 - $85.5 $355K - $769K
64.6K $2.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-40.6K
- 4.36%
$59.78 - $60.03 $2.43M - $2.44M
891K $53.3M
WES
Western Midstream Partners, LP

Energy
-66.5K
- 46.54%
$37.87 - $42.89 $2.52M - $2.85M
76.4K $3.13M
KIM
Kimco Realty Corp

Real Estate
-85K
- 33.87%
$20.15 - $23.42 $1.71M - $1.99M
166K $3.52M
LCII
Lci Industries

Consumer Cyclical
-5.25K
- 4.55%
$87.4 - $110.52 $459K - $580K
110K $9.64M
NDSN
Nordson Corp

Industrials
-1.46K
- 0.55%
$200.12 - $224.07 $291K - $326K
265K $53.4M
CE
Celanese Corp

Basic Materials
-20.1K
- 21.88%
$47.02 - $74.12 $947K - $1.49M
71.9K $4.08M
IBND
Spdr Bloomberg International C

ETFs
-81.6K
- 77.21%
$27.72 - $29.79 $2.26M - $2.43M
24.1K $710K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-70.9K
- 34.92%
$37.42 - $41.14 $2.65M - $2.92M
132K $5.42M
CWK
Cushman & Wakefield PLC

Real Estate
-128K
- 39.9%
$10.19 - $13.87 $1.31M - $1.78M
193K $1.97M
SJNK
Spdr Bloomberg Short Term High

ETFs
-78.5K
- 2.86%
$25.08 - $25.64 $1.97M - $2.01M
2.67M $67.2M
OPER
ETF Ser Solutions Clearshares

ETFs
-22.4K
- 11.68%
$100.08 - $100.42 $2.24M - $2.25M
169K $17M
AVAV
Aero Vironment Inc

Industrials
-6.53K
- 16.0%
$119.19 - $186.12 $779K - $1.22M
34.3K $4.09M
CNS
Cohen & Steers, Inc.

Financial Services
-2.95K
- 1.83%
$75.52 - $92.6 $223K - $273K
158K $12.7M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-4.91K
- 19.46%
$200.77 - $270.08 $985K - $1.33M
20.3K $4.08M
RDY
Dr Reddys Laboratories LTD

Healthcare
-133K
- 80.7%
$12.53 - $15.81 $1.67M - $2.11M
31.9K $420K
FMC
Fmc Corp

Basic Materials
-28.4K
- 18.8%
$34.54 - $56.38 $980K - $1.6M
123K $5.17M
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
-48.4K
- 25.0%
$31.6 - $36.33 $1.53M - $1.76M
145K $4.61M
BCS
Barclays PLC

Financial Services
-552K
- 18.03%
$12.69 - $16.25 $7.01M - $8.98M
2.51M $38.6M
CPNG
Coupang, Inc.

Consumer Cyclical
-92.7K
- 4.36%
$21.34 - $25.52 $1.98M - $2.36M
2.04M $44.6M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-43.9K
- 11.88%
$39.81 - $42.17 $1.75M - $1.85M
326K $13.1M
LAD
Lithia Motors Inc

Consumer Cyclical
-1.11K
- 3.97%
$285.59 - $385.71 $317K - $428K
26.9K $7.89M
JPIB
Jpmorgan International Bond Op

ETFs
-44.7K
- 89.25%
$46.97 - $48.35 $2.1M - $2.16M
5.38K $257K
THRM
Gentherm Inc

Consumer Cyclical
-8.57K
- 6.03%
$26.74 - $40.76 $229K - $349K
134K $3.57M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-104K
- 30.87%
$23.24 - $26.16 $2.41M - $2.71M
232K $5.92M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-10.9K
- 6.87%
$80.73 - $94.96 $880K - $1.04M
148K $12.3M
CNQ
Canadian Natural Resources LTD

Energy
-63.6K
- 4.17%
$26.72 - $32.74 $1.7M - $2.08M
1.46M $45M
SANM
Sanmina Corp

Technology
-28.1K
- 16.46%
$73.38 - $90.52 $2.06M - $2.55M
143K $10.9M
QTWO
Q2 Holdings, Inc.

Technology
-545
- 0.56%
$71.37 - $102.68 $38.9K - $56K
96.8K $7.75M
OTIS
Otis Worldwide Corp

Industrials
-76.9K
- 13.78%
$90.77 - $104.01 $6.98M - $8M
481K $49.7M
FLR
Fluor Corp

Industrials
-18.9K
- 18.97%
$34.29 - $55.28 $648K - $1.05M
80.8K $2.89M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-109K
- 25.13%
$18.01 - $18.31 $1.97M - $2M
326K $5.88M
ARKW
Ark Next Generation Internet E

ETFs
-15.2K
- 37.45%
$91.59 - $125.64 $1.39M - $1.91M
25.4K $2.4M
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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