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
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-15.8K
- 11.02%
$27.26 - $34.48 $430K - $544K
127K $4.39M
AKRO
Akero Therapeutics, Inc.

Healthcare
-3.73K
- 27.97%
$34.04 - $56.28 $127K - $210K
9.61K $512K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
-790
- 8.96%
$32.83 - $38.57 $25.9K - $30.5K
8.03K $306K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
-4.99K
- 19.1%
$5.32 - $6.56 $26.6K - $32.7K
21.1K $132K
IGT
International Game Technology PLC

Consumer Cyclical
-1.23K
- 7.61%
$14.44 - $17.89 $17.8K - $22.1K
15K $236K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-1.26K
- 10.57%
$37.78 - $44.9 $47.7K - $56.7K
10.7K $480K
CNDT
Conduent Inc

Technology
-8.69K
- 18.31%
$1.97 - $2.81 $17.1K - $24.4K
38.8K $102K
DIV
Global X Superdividend Us ETF

ETFs
-1.49K
- 2.25%
N/A
64.6K $1.11M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
-1.63K
- 13.4%
$25.77 - $30.14 $42K - $49.1K
10.5K $317K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-2.46K
- 7.87%
$34.28 - $41.6 $84.3K - $102K
28.8K $1.19M
SEE
Sealed Air Corp

Consumer Cyclical
-34.6K
- 7.04%
$23.93 - $32.95 $828K - $1.14M
457K $14.2M
MGEE
Mge Energy Inc

Utilities
-105
- 2.93%
$86.85 - $93.48 $9.12K - $9.82K
3.48K $307K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
-448
- 5.68%
$37.13 - $59.74 $16.6K - $26.8K
7.44K $292K
TRMK
Trustmark Corp

Financial Services
-11.6K
- 5.72%
$30.79 - $36.78 $358K - $428K
192K $6.99M
AI
C3.Ai, Inc.

Technology
-3.03K
- 20.8%
$18.24 - $27.8 $55.3K - $84.3K
11.5K $283K
FAB
First Tr Multi Cap Value Alpha

ETFs
-406
- 7.33%
$68.87 - $81.27 $28K - $33K
5.13K $417K
INVA
Innoviva, Inc.

Healthcare
-2.39K
- 19.23%
$17.1 - $21.8 $40.8K - $52K
10K $201K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-1.02K
- 4.19%
$11.35 - $12.45 $11.6K - $12.7K
23.4K $278K
RVMD
Revolution Medicines, Inc.

Healthcare
-903
- 12.85%
$31.13 - $41.98 $28.1K - $37.9K
6.12K $225K
HNDL
Strategy Shs

ETFs
-2.09K
- 5.2%
$19.2 - $21.66 $40.1K - $45.2K
38K $824K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-1.82K
- 12.16%
$13.21 - $14.85 $24K - $27K
13.1K $194K
PSTL
Postal Realty Trust, Inc.

Real Estate
-2.03K
- 9.89%
$12.59 - $15.36 $25.6K - $31.2K
18.5K $272K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-387
- 6.71%
$97.51 - $118.42 $37.7K - $45.8K
5.38K $636K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-657
- 7.87%
$32.97 - $35.53 $21.7K - $23.3K
7.69K $273K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
-512
- 2.77%
$11.53 - $14.72 $5.9K - $7.54K
18K $213K
HCAT
Health Catalyst, Inc.

Healthcare
-1.2K
- 5.84%
$3.58 - $4.52 $4.29K - $5.42K
19.3K $72K
PLTK
Playtika Holding Corp.

Communication Services
-1.51K
- 5.09%
$4.51 - $5.44 $6.81K - $8.21K
28.1K $133K
FDHY
Fidelity Covington Trust High

ETFs
-520
- 6.66%
$46.01 - $48.93 $23.9K - $25.4K
7.29K $355K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
-1.93K
- 3.94%
$43.15 - $46.09 $83.4K - $89K
47.1K $2.17M
OMFL
Invesco Exchange Traded Self I

ETFs
-40.7K
- 7.79%
$48.43 - $57.78 $1.97M - $2.35M
481K $27.8M
EBR
Brazilian Electric Power CO

Utilities
-3.03K
- 22.86%
$6.8 - $7.75 $20.6K - $23.5K
10.2K $76K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-10.7K
- 2.03%
$1.9 - $2.13 $20.3K - $22.8K
517K $1.1M
QDEF
Flexshares Quality Div Defensi

ETFs
-717
- 8.53%
$62.5 - $74.05 $44.8K - $53.1K
7.69K $569K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
-641
- 2.2%
$3.9 - $4.7 $2.5K - $3.01K
28.6K $117K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
-620
- 5.2%
$20.13 - $22.17 $12.5K - $13.7K
11.3K $244K
LNSR
Lensar, Inc.

Healthcare
-318
- 2.27%
$12.22 - $14.18 $3.89K - $4.51K
13.7K $179K
FYBR
Frontier Communications Parent, Inc.

Communication Services
-593
- 6.11%
$35.51 - $36.83 $21.1K - $21.8K
9.11K $331K
ISCG
Ishares Morningstar Small Cap

ETFs
-2.6K
- 10.87%
$39.44 - $49.76 $102K - $129K
21.3K $1.06M
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
-1.19K
- 0.93%
$7.7 - $8.45 $9.18K - $10.1K
127K $1.06M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-6.34K
- 12.29%
$6.66 - $8.12 $42.2K - $51.5K
45.2K $367K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-245
- 0.49%
N/A
50K $3.24M
NORW
Global X Msci Norway ETF

ETFs
-1.57K
- 11.29%
$23.08 - $30.73 $36.2K - $48.2K
12.3K $360K
KJUL
Innovator U.S. Small Cap Power

Technology
-1.27K
- 7.58%
$25.96 - $29.2 $32.9K - $37K
15.5K $451K
PXE
Invesco Exchange Traded Fd Tr

ETFs
-162
- 1.87%
$22.69 - $30.2 $3.68K - $4.89K
8.52K $238K
TBBK
Bancorp, Inc.

Financial Services
-1.14K
- 9.42%
$40.93 - $57.59 $46.5K - $65.4K
10.9K $621K
UTMD
Utah Medical Products Inc

Healthcare
-410
- 4.04%
$51.75 - $57.36 $21.2K - $23.5K
9.74K $554K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-158K
- 5.06%
$29.52 - $35.31 $4.68M - $5.6M
2.97M $105M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
-3.72K
- 10.61%
$1.61 - $2.69 $5.99K - $10K
31.3K $77K
JKS
Jinko Solar Holding Co., Ltd.

Technology
-2.82K
- 15.76%
$13.88 - $21.64 $39.2K - $61.1K
15.1K $320K
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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