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
HIW
Highwoods Properties, Inc.

Real Estate
-3.39K
- 1.45%
$27.69 - $30.78 $93.9K - $104K
230K $6.81M
THY
Toews Agility Shares Dynamic T

Technology
-13.8K
- 57.34%
$21.94 - $22.63 $303K - $313K
10.3K $225K
FOR
Forestar Group Inc.

Real Estate
-8.67K
- 30.76%
$21.07 - $27.26 $183K - $236K
19.5K $412K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-9.09K
- 9.03%
$52.31 - $54.02 $476K - $491K
91.7K $4.95M
WAT
Waters Corp

Healthcare
-77
- 0.06%
$362.16 - $417.28 $27.9K - $32.1K
120K $44.3M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-15.2K
- 23.73%
$20.08 - $20.62 $305K - $313K
48.8K $982K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-3.09K
- 2.69%
$81.8 - $88.86 $253K - $275K
112K $9.44M
RODM
Hartford Multifactor Developed

ETFs
-16.9K
- 20.64%
$28.07 - $31.56 $476K - $535K
65.2K $2.02M
SNV
Synovus Financial Corp

Financial Services
-1.8K
- 3.55%
$43.7 - $56.87 $78.7K - $102K
48.9K $2.29M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-3.89K
- 23.67%
$55.6 - $66.5 $216K - $258K
12.5K $746K
FIW
First Trust Water ETF

ETFs
-487
- 0.25%
$99.48 - $106.74 $48.4K - $52K
191K $19.2M
ESS
Essex Property Trust, Inc.

Real Estate
-1.11K
- 2.16%
N/A
50.4K $13.7M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-13K
- 3.16%
$22.19 - $22.84 $288K - $296K
398K $8.94M
FEX
First Tr Large Cap Core Alphde

ETFs
-1.9K
- 3.24%
$99.27 - $109.89 $189K - $209K
56.8K $5.82M
WRBY
Warby Parker Inc.

Healthcare
-9.78K
- 47.7%
$17.82 - $28.42 $174K - $278K
10.7K $195K
FJP
First Trust Japan Alphadex Fun

ETFs
-17.8K
- 8.27%
$49.98 - $57.59 $888K - $1.02M
197K $10.8M
WDI
Western Asset Diversified Income Fund

ETFs
-20.7K
- 52.04%
$14.4 - $15.26 $298K - $316K
19.1K $275K
PAM
Pampa Energy Inc.

Utilities
-148
- 0.57%
$73.44 - $94.88 $10.9K - $14K
25.6K $1.98M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-2.56K
- 4.35%
$106.46 - $114.75 $273K - $294K
56.3K $6.2M
LSAF
Two Rds Shared Tr

ETFs
-6.69K
- 29.93%
$38.02 - $43.38 $254K - $290K
15.7K $618K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-27.8K
- 52.23%
$10.47 - $10.92 $291K - $304K
25.4K $272K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
-14.1K
- 14.15%
$28.65 - $30.72 $403K - $432K
85.4K $2.61M
INT
World Fuel Services Corp

Energy
-12.9K
- 21.73%
N/A
46.3K $1.02M
RCI
Rogers Communications Inc

Communication Services
-5.96K
- 19.4%
$26.73 - $31.05 $159K - $185K
24.8K $662K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-8.61K
- 30.59%
$39.43 - $44.62 $339K - $384K
19.5K $838K
HERO
Global X Fds Video Games & Esp

ETFs
-15.6K
- 20.98%
$23.07 - $27.32 $361K - $427K
58.9K $1.47M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-6.69K
- 30.85%
$42.64 - $44.05 $285K - $295K
15K $657K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-2.9K
- 31.39%
$67.16 - $87.51 $195K - $254K
6.35K $452K
HISF
First Tr Exc Traded Fd Iv High

ETFs
-6.52K
- 18.35%
$43.37 - $44.57 $283K - $291K
29K $1.28M
SOUN
Soundhound Ai, Inc.

Technology
-782
- 3.44%
$8.12 - $20.62 $6.35K - $16.1K
21.9K $178K
ALG
Alamo Group Inc

Industrials
-474
- 1.98%
$172.9 - $190.49 $82K - $90.3K
23.5K $4.19M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-8.04K
- 11.98%
$12.87 - $15.85 $103K - $127K
59.1K $762K
CYTK
Cytokinetics Inc

Healthcare
-2.13K
- 8.07%
$40.19 - $51.12 $85.8K - $109K
24.3K $977K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-1.14K
- 0.56%
$41.35 - $44.46 $47K - $50.6K
203K $8.55M
BIDU
Baidu, Inc.

Communication Services
-4.04K
- 28.77%
$77.43 - $102.51 $312K - $414K
9.99K $919K
ICHR
Ichor Holdings, Ltd.

Technology
-2.44K
- 11.31%
$22.61 - $35.08 $55.2K - $85.6K
19.1K $432K
DOCN
Digital Ocean Holdings, Inc.

Technology
-6.15K
- 7.45%
$33.39 - $46.69 $205K - $287K
76.4K $2.55M
DRIV
Global X Fds Global X Autonomo

ETFs
-5.1K
- 6.08%
$21.14 - $24.23 $108K - $123K
78.7K $1.66M
EAT
Brinker International, Inc

Consumer Cyclical
-2.57K
- 34.89%
$133.46 - $189.14 $343K - $486K
4.8K $714K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-4.09K
- 6.76%
$42.65 - $46.09 $174K - $188K
56.3K $2.43M
W
Wayfair Inc.

Consumer Cyclical
-1.41K
- 8.33%
$30.07 - $50.1 $42.5K - $70.8K
15.6K $498K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-2.38K
- 3.27%
$20.76 - $29.81 $49.4K - $70.9K
70.3K $1.46M
DFNL
Davis Fundamental ETF Tr

ETFs
-7K
- 36.74%
$37.36 - $40.96 $262K - $287K
12.1K $473K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-1.04K
- 5.02%
$105.28 - $121.93 $109K - $127K
19.6K $2.14M
TIMB
Tim S.A.

Communication Services
-27.1K
- 61.14%
$11.42 - $15.65 $310K - $425K
17.2K $269K
RVMD
Revolution Medicines, Inc.

Healthcare
-4.4K
- 38.5%
$35.36 - $44.42 $156K - $195K
7.03K $248K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-13.3K
- 44.9%
$19.42 - $20.31 $259K - $271K
16.4K $328K
PECO
Phillips Edison & Company, Inc.

Real Estate
-4.72K
- 5.82%
$34.43 - $37.49 $162K - $177K
76.4K $2.79M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-4.58K
- 9.0%
$41.28 - $44.23 $189K - $203K
46.3K $1.94M
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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