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
Tidal Trust Iii
-9.57K
- 0.92%
N/A
1.03M $0
Ul Solutions Inc
-56.9K
- 32.64%
N/A
117K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-1.06K
- 10.57%
N/A
8.92K $0
Veralto Corp
-32.4K
- 4.57%
N/A
676K $0
Vesta Real Estate Corp
-807
- 7.15%
N/A
10.5K $0
Virtus Convertible & Inc Fd
-2.68K
- 2.5%
N/A
105K $0
Virtus Convertible & Income
-303
- 0.29%
N/A
105K $0
Wells Fargo CO New
-34
- 1.12%
N/A
3K $0
Wk Kellogg CO
-1.39K
- 8.06%
N/A
15.8K $0
Wns Hldgs LTD
-25.1K
- 38.45%
N/A
40.1K $0
Zymeworks Inc
-34.9K
- 70.5%
N/A
14.6K $0
MEG
Montrose Environmental Group, Inc.

Industrials
-29.7K
- 34.76%
$10.74 - $23.62 $318K - $700K
55.6K $1.22M
FNDC
Schwab Fundamental Intl Small

ETFs
-2.72K
- 13.85%
$32.97 - $42.05 $89.5K - $114K
16.9K $710K
ZI
Zoom Info Technologies Inc.

Technology
-150
- 0.91%
$7.41 - $10.31 $1.11K - $1.55K
16.3K $165K
YYY
Amplify ETF Tr High Income ETF

ETFs
-6.06K
- 2.49%
$10.18 - $11.74 $61.7K - $71.2K
238K $2.78M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-2.49K
- 6.36%
$0.54 - $0.87 $1.35K - $2.17K
36.7K $25K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-366
- 4.3%
$65.66 - $77.49 $24K - $28.4K
8.15K $618K
PLUG
Plug Power Inc

Industrials
-80
- 0.6%
$0.7 - $1.49 $56 - $119
13.2K $19K
AVXL
Anavex Life Sciences Corp.

Healthcare
-3.43K
- 6.47%
$7.37 - $9.63 $25.3K - $33K
49.6K $457K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
-993
- 7.83%
$0.26 - $1.35 $258 - $1.34K
11.7K $11K
VLT
Invesco High Income Trust Ii

Financial Services
-2.13K
- 2.89%
$9.56 - $10.94 $20.4K - $23.3K
71.5K $782K
LEVI
Levi Strauss & CO

Consumer Cyclical
-1.67K
- 14.18%
$12.42 - $18.62 $20.7K - $31K
10.1K $186K
UGP
Ultrapar Holdings Inc

Energy
-1.28K
- 3.63%
$2.76 - $3.28 $3.54K - $4.21K
34.1K $111K
BTG
B2 Gold Corp

Basic Materials
-6.35K
- 17.95%
$2.64 - $3.77 $16.8K - $23.9K
29K $104K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
-662
- 1.42%
$42.73 - $45.32 $28.3K - $30K
46.1K $2.09M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-121
- 0.66%
$56.01 - $65.43 $6.78K - $7.92K
18.3K $1.17M
GUT
Gabelli Utility Trust

Financial Services
-2.63K
- 5.99%
$4.95 - $5.81 $13K - $15.3K
41.3K $239K
SWX
Southwest Gas Holdings, Inc.

Utilities
-723
- 3.19%
$66.91 - $76.44 $48.4K - $55.3K
22K $1.63M
CGNT
Cognyte Software Ltd.

Technology
-2.57K
- 12.03%
$8.22 - $11.39 $21.1K - $29.2K
18.8K $173K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
-1.19K
- 10.33%
$7.84 - $9.79 $9.34K - $11.7K
10.3K $101K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-1.9K
- 11.63%
$50.29 - $64.29 $95.5K - $122K
14.4K $927K
JBGS
Jbg Smith Properties

Real Estate
-1K
- 4.91%
$13.98 - $18.4 $14K - $18.5K
19.4K $335K
EWD
Ishares Inc Msci Sweden ETF

ETFs
-416
- 5.84%
$37.07 - $46.35 $15.4K - $19.3K
6.71K $307K
MLTX
Moon Lake Immunotherapeutics

Healthcare
-2.28K
- 16.0%
$32.84 - $51.05 $74.7K - $116K
11.9K $563K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-10.5K
- 15.12%
$6.26 - $9.51 $65.9K - $100K
59.1K $508K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-684
- 0.69%
$8.45 - $9.78 $5.78K - $6.69K
98.8K $963K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-73
- 0.77%
$43.45 - $49.4 $3.17K - $3.61K
9.38K $463K
DWM
Wisdomtree Tr

ETFs
-4.01K
- 8.21%
$52.06 - $63.91 $209K - $256K
44.8K $2.85M
FLCA
Franklin Templeton ETF Tr

ETFs
-1.14K
- 8.89%
$33.9 - $41.83 $38.6K - $47.6K
11.7K $487K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-3.66K
- 0.53%
$22.66 - $23.41 $83K - $85.7K
684K $15.9M
CNP
Centerpoint Energy Inc

Utilities
-9.61K
- 1.35%
$35.5 - $39.05 $341K - $375K
705K $25.9M
EVH
Evolent Health, Inc.

Healthcare
-2.39K
- 10.62%
$7.21 - $11.26 $17.2K - $26.9K
20.1K $226K
ABCL
Ab Cellera Biologics Inc.

Healthcare
-3.65K
- 16.62%
$1.93 - $3.8 $7.04K - $13.9K
18.3K $62K
GNW
Genworth Financial Inc

Financial Services
-69
- 0.33%
$6.12 - $7.89 $422 - $544
20.7K $161K
JIG
J P Morgan Exchange Traded Fd

ETFs
-897
- 9.4%
$56.78 - $71.51 $50.9K - $64.1K
8.64K $618K
LUMN
Lumen Technologies, Inc.

Communication Services
-515
- 1.47%
$3.07 - $4.51 $1.58K - $2.32K
34.6K $151K
SSYS
Stratasys Ltd.

Technology
-1.1K
- 7.03%
$8.72 - $11.47 $9.55K - $12.6K
14.5K $166K
GLQ
Clough Global Equity Fund

Financial Services
-410
- 1.9%
$5.56 - $7.12 $2.28K - $2.92K
21.2K $150K
FUBO
Fubo Tv Inc.

Communication Services
-104
- 0.61%
$2.42 - $3.86 $252 - $401
17K $65K
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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