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
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-824
- 9.17%
$84.63 - $93.15 $69.7K - $76.8K
8.16K $691K
FHN
First Horizon Corp

Financial Services
-740
- 0.73%
$17.7 - $22.43 $13.1K - $16.6K
100K $1.94M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-3.06K
- 17.3%
$30.14 - $32.16 $92.3K - $98.5K
14.6K $451K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-1.03K
- 9.57%
$52.53 - $58.51 $54K - $60.1K
9.72K $519K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-397
- 1.46%
$42.24 - $47.29 $16.8K - $18.8K
26.8K $1.14M
PFN
Pimco Income Strategy Fund Ii

Financial Services
-15.8K
- 4.26%
$7.41 - $7.64 $117K - $121K
355K $2.68M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-2.97K
- 11.76%
$16.3 - $17.47 $48.4K - $51.9K
22.3K $363K
KOMP
Spdr S&P Kensho New Economies

ETFs
-1.21K
- 17.73%
$46.49 - $54.36 $56.3K - $65.9K
5.62K $261K
FDM
First Trust Dow Jones Select M

ETFs
-835
- 15.13%
$61.73 - $71.81 $51.5K - $60K
4.68K $291K
FDT
First Trust Developed Markets

ETFs
-34.9K
- 7.46%
$53.51 - $60.98 $1.87M - $2.13M
433K $25.2M
SMB
Vaneck Short Muni ETF

ETFs
-5.1K
- 5.02%
$17.08 - $17.25 $87.1K - $88K
96.4K $1.65M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-1.1K
- 8.45%
$66.28 - $72.04 $73.2K - $79.5K
12K $819K
BV
Bright View Holdings, Inc.

Industrials
-466
- 1.95%
$12.27 - $16.15 $5.72K - $7.53K
23.5K $301K
CHGX
Investment Managers Ser Tr Ii

ETFs
-1.2K
- 3.78%
$36.24 - $39.75 $43.5K - $47.7K
30.5K $1.12M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-605
- 1.75%
$52.01 - $61.99 $31.5K - $37.5K
33.9K $1.81M
PFS
Provident Financial Services Inc

Financial Services
-950
- 2.56%
$16.35 - $19.59 $15.5K - $18.6K
36.1K $620K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-1.74K
- 25.01%
$38.84 - $41.54 $67.4K - $72.1K
5.21K $202K
RNW
Re New Energy Global PLC

Utilities
-6.32K
- 14.72%
$5.82 - $6.95 $36.8K - $43.9K
36.6K $215K
LCID
Lucid Group, Inc.

Consumer Cyclical
-18.3K
- 33.49%
$2.03 - $3.48 $37.1K - $63.7K
36.3K $87K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-797
- 9.83%
$66.59 - $77.68 $53.1K - $61.9K
7.31K $504K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-809
- 6.18%
$83.91 - $90.87 $67.9K - $73.5K
12.3K $1.04M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-367
- 7.62%
$217.62 - $242.36 $79.9K - $88.9K
4.45K $1M
UNOV
Earth Science Tech, Inc.

ETFs
-1.5K
- 4.48%
$33.76 - $35.42 $50.7K - $53.2K
32K $1.09M
PFBC
Preferred Bank

Financial Services
-432
- 3.12%
$81.03 - $93.15 $35K - $40.2K
13.4K $1.12M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-1.63K
- 6.73%
N/A
22.6K $1.04M
CDE
Coeur Mining, Inc.

Basic Materials
-13.2K
- 41.51%
$5.02 - $7.29 $66.2K - $96.1K
18.6K $109K
MEC
Mayville Engineering Company, Inc.

Industrials
-434
- 1.51%
$13.43 - $16.37 $5.83K - $7.1K
28.3K $380K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-5.19K
- 11.47%
$21.67 - $23.21 $112K - $120K
40K $910K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
-3.31K
- 17.88%
$22.41 - $23.19 $74.1K - $76.6K
15.2K $346K
TPIC
Tpi Composites, Inc

Industrials
-3.47K
- 5.54%
$0.78 - $1.92 $2.7K - $6.65K
59K $47K
PMO
Putnam Municipal Opportunities Trust

Financial Services
-7.51K
- 5.98%
$9.96 - $10.76 $74.8K - $80.8K
118K $1.2M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-7.67K
- 4.55%
$55.47 - $61.45 $425K - $471K
161K $9.49M
FLCA
Franklin Templeton ETF Tr

ETFs
-2.04K
- 13.73%
$35.77 - $38.72 $72.9K - $78.9K
12.8K $476K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-5.85K
- 8.7%
$11.96 - $13.56 $70K - $79.4K
61.4K $788K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-6.96K
- 1.74%
$24.29 - $24.65 $169K - $172K
394K $9.71M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-358
- 5.85%
$111.86 - $124.32 $40K - $44.5K
5.77K $657K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-662
- 3.8%
$30.46 - $36.6 $20.2K - $24.2K
16.8K $510K
PAC
Pacific Airport Group

Industrials
-799
- 9.97%
$178.82 - $203.81 $143K - $163K
7.22K $1.34M
LNN
Lindsay Corp

Industrials
-651
- 29.02%
$116.77 - $139.05 $76K - $90.5K
1.59K $201K
MLNK
Meridian Link, Inc.

Technology
-88
- 0.3%
$18.1 - $21.49 $1.59K - $1.89K
29.2K $540K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-18.5K
- 11.04%
$12.52 - $13.63 $231K - $252K
149K $2M
FNDB
Schwab Fundamental U S Broad M

ETFs
-704
- 0.37%
$22.52 - $24.48 $15.9K - $17.2K
191K $4.39M
SLVM
Sylvamo Corp

Basic Materials
-84
- 1.71%
$63.64 - $81.86 $5.35K - $6.88K
4.84K $324K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-4.36K
- 24.95%
$14.01 - $15.76 $61.1K - $68.7K
13.1K $190K
CENT
Central Garden & Pet CO

Consumer Defensive
-946
- 7.51%
$33.67 - $40.16 $31.9K - $38K
11.6K $426K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-1.31K
- 2.05%
$19.28 - $22.3 $25.3K - $29.3K
62.7K $1.21M
NUVL
Nuvalent, Inc.

Healthcare
-153
- 2.29%
$67.38 - $88.96 $10.3K - $13.6K
6.52K $462K
MTG
Mgic Investment Corp

Financial Services
-5.59K
- 7.52%
$22.56 - $25.71 $126K - $144K
68.7K $1.7M
CRGY
Crescent Energy CO

Energy
-1.28K
- 9.95%
$10.3 - $16.74 $13.1K - $21.3K
11.5K $129K
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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