Envestnet Asset Management Inc Reduced Holdings in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ICL
Icl Group Ltd.

Basic Materials
-45.7K
- 80.65%
$5.35 - $6.98 $245K - $319K
11K $75K
SNEX
Stone X Group Inc.

Financial Services
-26.9K
- 17.94%
$69.59 - $94.15 $1.87M - $2.53M
123K $11.2M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-14.2K
- 19.72%
$16.43 - $18.82 $233K - $267K
57.8K $1.09M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-12K
- 1.02%
$21.01 - $21.59 $252K - $259K
1.17M $25.1M
LIT
Global X Fds Global X Lithium

ETFs
-5.07K
- 5.13%
$31.82 - $39.24 $161K - $199K
93.6K $3.6M
MEOH
Methanex Corp

Basic Materials
-4.4K
- 10.3%
$25.87 - $37.31 $114K - $164K
38.3K $1.27M
TDC
Teradata Corp

Technology
-9.14K
- 6.12%
$19.2 - $23.59 $176K - $216K
140K $3.13M
SLG
Sl Green Realty Corp

Real Estate
-6.61K
- 15.18%
$47.9 - $65.94 $316K - $436K
36.9K $2.28M
ARB
Altshares Tr Merger Arbitrage

Industrials
-9.99K
- 4.11%
$27.88 - $28.49 $278K - $285K
233K $6.64M
IYK
Ishares U.S. Consumer Staples

ETFs
-2.26K
- 3.97%
$67.29 - $72.42 $152K - $164K
54.6K $3.85M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
-10.1K
- 9.5%
$20.08 - $20.98 $203K - $213K
96.6K $1.99M
CNO
Cno Financial Group, Inc.

Financial Services
-1.32K
- 2.4%
$36.12 - $42.37 $47.5K - $55.7K
53.4K $2.06M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-5.56K
- 2.71%
$49.79 - $50.59 $277K - $281K
200K $10.1M
SUN
Sunoco LP

Energy
-1.34K
- 4.1%
$50.38 - $59.13 $67.4K - $79.1K
31.3K $1.68M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-4.09K
- 21.43%
$68.68 - $84.86 $281K - $347K
15K $1.27M
AAL
American Airlines Group Inc.

Industrials
-19.4K
- 35.51%
N/A
35.2K $388K
PBI
Pitney Bowes Inc

Industrials
-56K
- 26.17%
$7.81 - $10.94 $437K - $613K
158K $1.72M
WES
Western Midstream Partners, LP

Energy
-1.01K
- 1.32%
$34.99 - $41.61 $35.3K - $42K
75.4K $2.92M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-9.1K
- 8.03%
$22.22 - $22.92 $202K - $209K
104K $2.37M
CWT
California Water Service Group

Utilities
-1.31K
- 2.64%
$44.67 - $51.36 $58.3K - $67K
48.2K $2.19M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-10.1K
- 8.73%
N/A
105K $2.13M
SVC
Service Properties Trust

Real Estate
-30.8K
- 5.21%
$1.78 - $2.63 $54.8K - $81K
561K $1.34M
XENE
Xenon Pharmaceuticals Inc.

Healthcare
-3.45K
- 8.04%
$28.23 - $38.37 $97.3K - $132K
39.4K $1.23M
DBA
Invesco Db Agriculture Fund

ETFs
-7.44K
- 19.29%
$25.27 - $27.68 $188K - $206K
31.1K $813K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-8.1K
- 19.91%
$40.79 - $50.93 $330K - $412K
32.6K $1.66M
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
-5.81K
- 5.7%
$25.72 - $30.26 $149K - $176K
96.1K $2.81M
RWM
Proshares Short Russell2000

ETFs
-2.93K
- 3.96%
$18.82 - $23.57 $55.2K - $69.1K
71K $1.34M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-8.8K
- 15.63%
$39.61 - $47.13 $349K - $415K
47.5K $2.24M
PID
Invesco Exchange Traded Fd Tr

ETFs
-10.7K
- 4.64%
N/A
219K $3.92M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-2.89K
- 2.33%
$18.68 - $21.54 $54K - $62.2K
121K $2.47M
TKR
Timken CO

Industrials
-4.18K
- 2.46%
$57.34 - $74.03 $239K - $309K
165K $12M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-4.63K
- 49.46%
N/A
4.73K $192K
SG
Sweetgreen, Inc.

Consumer Cyclical
-1.57K
- 9.82%
$12.23 - $25.56 $19.3K - $40.2K
14.5K $215K
ALEX
Alexander & Baldwin, Inc.

Real Estate
-12.3K
- 21.6%
$16.0 - $18.38 $197K - $226K
44.6K $795K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-2.61K
- 13.31%
$94.92 - $114.85 $248K - $300K
17K $1.96M
NMFC
New Mountain Finance Corp

Financial Services
-14.8K
- 24.52%
$9.11 - $11.09 $135K - $164K
45.5K $480K
AGI
Alamos Gold Inc

Basic Materials
-6.21K
- 5.8%
$23.81 - $30.33 $148K - $188K
101K $2.68M
RNA
Avidity Biosciences, Inc.

Healthcare
-3.71K
- 5.35%
$24.08 - $36.24 $89.3K - $134K
65.6K $1.86M
FOR
Forestar Group Inc.

Real Estate
-7.98K
- 40.91%
$18.45 - $21.41 $147K - $171K
11.5K $230K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-4.79K
- 39.82%
$36.14 - $44.23 $173K - $212K
7.23K $319K
FYT
First Trust Small Cap

ETFs
-4.17K
- 8.51%
$42.78 - $50.73 $178K - $211K
44.8K $2.26M
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
-6.07K
- 4.36%
$25.41 - $29.04 $154K - $176K
133K $3.83M
QDIV
Global X Funds S&P 500 Quality

ETFs
-4.63K
- 43.15%
$30.56 - $35.14 $142K - $163K
6.1K $206K
OMFS
Invesco Exchange Traded Self I

ETFs
-5.16K
- 30.56%
$33.88 - $40.17 $175K - $207K
11.7K $470K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-9.41K
- 3.58%
$46.92 - $55.01 $441K - $518K
253K $13.8M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-7.27K
- 22.18%
$22.06 - $22.48 $160K - $163K
25.5K $567K
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
-3.95K
- 27.34%
$44.56 - $53.45 $176K - $211K
10.5K $561K
IYM
Ishares Tr

ETFs
-1.52K
- 15.39%
$116.16 - $140.01 $177K - $213K
8.36K $1.17M
NEO
Neogenomics Inc

Healthcare
-3.02K
- 4.71%
$6.4 - $10.27 $19.3K - $31K
61K $446K
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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