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
GFL
Gfl Environmental Inc.

Industrials
-29.9K
- 14.44%
$41.72 - $48.8 $1.25M - $1.46M
177K $8.56M
DY
Dycom Industries Inc

Industrials
-1.44K
- 7.24%
$136.75 - $200.56 $196K - $288K
18.4K $2.8M
STEP
Step Stone Group Inc.

Financial Services
-3.97K
- 5.09%
$47.81 - $64.82 $190K - $257K
74K $3.87M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.67K
- 1.5%
$48.37 - $55.84 $80.6K - $93.1K
109K $5.33M
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
-55.5K
- 36.56%
$12.14 - $13.37 $674K - $742K
96.3K $1.28M
ACHR
Archer Aviation Inc.

Industrials
-25K
- 14.48%
$6.8 - $11.51 $170K - $288K
148K $1.05M
STM
St Microelectronics N.V.

Technology
-10.8K
- 8.4%
$21.64 - $28.22 $234K - $305K
118K $2.59M
QCON
American Centy ETF Tr Quality
-4.21K
- 0.86%
$44.15 - $47.12 $186K - $198K
488K $21.8M
OEC
Orion Engineered Carbons S.A.

Basic Materials
-30K
- 38.5%
$12.74 - $15.33 $382K - $460K
47.9K $619K
WAFD
Washington Federal Inc

Financial Services
-5.38K
- 4.32%
$27.4 - $32.6 $147K - $175K
119K $3.4M
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
-15.3K
- 16.62%
$27.76 - $32.95 $426K - $506K
77K $2.14M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-22K
- 23.53%
$24.5 - $25.39 $540K - $560K
71.6K $1.76M
FXR
First Trust Industrials/Produc

ETFs
-2.45K
- 2.95%
$68.3 - $79.81 $167K - $195K
80.4K $5.6M
EFSC
Enterprise Financial Services Corp

Financial Services
-4.94K
- 3.95%
$53.74 - $61.95 $266K - $306K
120K $6.46M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-73.6K
- 65.57%
$8.29 - $8.97 $610K - $660K
38.6K $332K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-7.16K
- 8.84%
$49.54 - $55.15 $355K - $395K
73.9K $3.73M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-37.5K
- 14.13%
$29.06 - $32.62 $1.09M - $1.22M
228K $7.16M
KBR
Kbr, Inc.

Industrials
-2.23K
- 3.8%
$47.88 - $60.47 $107K - $135K
56.5K $2.81M
HESM
Hess Midstream LP

Energy
-28.8K
- 23.98%
$37.59 - $43.88 $1.08M - $1.26M
91.4K $3.86M
XSW
Spdr S&P Software & Services E

ETFs
-2.18K
- 26.61%
$159.76 - $197.42 $348K - $430K
6.01K $961K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-12.2K
- 4.34%
$31.66 - $34.73 $387K - $425K
269K $8.74M
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
-10.3K
- 56.93%
$59.67 - $68.53 $613K - $704K
7.77K $514K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-19.1K
- 3.16%
$38.0 - $38.88 $727K - $743K
585K $22.4M
BSJR
Invesco Indx Tr

ETFs
-25.2K
- 7.14%
$22.4 - $22.69 $564K - $571K
327K $7.33M
ISCG
Ishares Morningstar Small Cap

ETFs
-9.34K
- 28.12%
$44.44 - $52.05 $415K - $486K
23.9K $1.08M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-78.5K
- 46.36%
$9.19 - $12.93 $722K - $1.02M
90.8K $1.01M
LFVN
Lifevantage Corp

Consumer Defensive
-8.71K
- 5.96%
$14.42 - $25.62 $126K - $223K
138K $2.01M
ADM
Archer Daniels Midland CO

Consumer Defensive
-6.82K
- 7.36%
$45.22 - $52.17 $308K - $356K
85.8K $4.12M
CSTL
Castle Biosciences Inc

Healthcare
-3.57K
- 4.87%
$18.76 - $32.72 $67K - $117K
69.8K $1.4M
GGAL
Grupo Financiero Galicia Sa

Financial Services
-2.9K
- 5.8%
$54.11 - $72.22 $157K - $210K
47.1K $2.57M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-3.86K
- 14.52%
$65.76 - $84.94 $254K - $327K
22.7K $1.5M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-12.2K
- 3.83%
$13.21 - $14.63 $161K - $179K
307K $4.06M
BDC
Belden Inc.

Technology
-314
- 0.77%
$99.82 - $122.07 $31.3K - $38.3K
40.2K $4.03M
TKR
Timken CO

Industrials
-8.65K
- 4.86%
$69.85 - $83.79 $604K - $725K
169K $12.2M
PATK
Patrick Industries Inc

Consumer Cyclical
-8.64K
- 6.23%
$82.13 - $97.92 $709K - $846K
130K $11M
LDSF
First Tr ETF Viii Low Duration

ETFs
-28.5K
- 21.34%
$18.68 - $18.94 $532K - $539K
105K $1.98M
EBND
Spdr Bloomberg Emerging Market

ETFs
-39.5K
- 7.93%
$19.47 - $20.36 $769K - $805K
459K $9.21M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-14.4K
- 35.3%
$33.17 - $35.48 $478K - $511K
26.4K $885K
BOX
Box Inc

Technology
-8.11K
- 2.2%
$30.22 - $35.39 $245K - $287K
360K $11.1M
CSWC
Capital Southwest Corp

Financial Services
-24.9K
- 35.45%
$21.69 - $23.81 $541K - $594K
45.4K $1.01M
CHRD
Oasis Petroleum Inc.

Energy
-1.73K
- 2.04%
$101.34 - $127.78 $175K - $221K
83K $9.35M
STLG
Ishares Factors Us Growth Styl

ETFs
-10.3K
- 18.51%
N/A
45.4K $2.29M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-10.4K
- 47.13%
$48.29 - $51.95 $503K - $541K
11.7K $579K
YPF
Ypf Sociedad Anonima

Energy
-961
- 1.49%
$31.56 - $46.03 $30.3K - $44.2K
63.5K $2.23M
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-10.7K
- 9.66%
$32.07 - $35.16 $343K - $376K
99.9K $3.23M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
-14.6K
- 8.86%
$27.88 - $30.57 $406K - $445K
150K $4.27M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-8.79K
- 4.76%
$39.33 - $41.52 $346K - $365K
176K $6.98M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-25.3K
- 33.16%
$20.07 - $20.16 $507K - $510K
51K $1.02M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
-29K
- 34.09%
$17.57 - $18.05 $509K - $523K
56K $1.01M
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email