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
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-369K
- 90.94%
$39.44 - $49.12 $14.6M - $18.1M
36.7K $1.78M
CRM
Salesforce, Inc.

Technology
-84.1K
- 5.29%
$236.26 - $291.15 $19.9M - $24.5M
1.51M $410M
TAP
Molson Coors Beverage CO

Consumer Defensive
-229K
- 62.19%
$47.24 - $62.46 $10.8M - $14.3M
139K $6.69M
LII
Lennox International Inc

Industrials
-29.4K
- 24.59%
$508.76 - $605.77 $14.9M - $17.8M
90.1K $51.6M
EXPD
Expeditors International Of Washington Inc

Industrials
-81.1K
- 8.01%
$102.84 - $122.24 $8.34M - $9.91M
931K $106M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-365K
- 87.59%
$39.23 - $45.02 $14.3M - $16.4M
51.7K $2.33M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-284K
- 26.56%
$47.42 - $51.67 $13.5M - $14.7M
786K $39.9M
DSTL
ETF Ser Solution Distillate Us

ETFs
-281K
- 79.81%
$48.53 - $55.35 $13.6M - $15.5M
71K $3.93M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-565K
- 65.68%
$26.41 - $26.76 $14.9M - $15.1M
295K $7.9M
GLOB
Globant S.A.

Technology
-80.8K
- 28.5%
$87.63 - $140.36 $7.08M - $11.3M
203K $18.4M
XYL
Xylem Inc.

Industrials
-137K
- 48.57%
$102.86 - $129.5 $14.1M - $17.8M
145K $18.8M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-1.26M
- 87.96%
$10.3 - $12.99 $13M - $16.4M
173K $1.78M
GPN
Global Payments Inc

Industrials
-93.2K
- 23.9%
$67.47 - $99.6 $6.29M - $9.29M
297K $23.8M
JHMM
John Hancock Multifactor Mid C

ETFs
-275K
- 44.34%
$50.32 - $61.13 $13.8M - $16.8M
345K $21.1M
SLB
Schlumberger Limited

Energy
-85.4K
- 6.09%
$31.95 - $42.2 $2.73M - $3.6M
1.32M $44.5M
CMC
Commercial Metals CO

Basic Materials
-293K
- 76.09%
$39.2 - $50.67 $11.5M - $14.9M
92.2K $4.51M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-29.6K
- 21.75%
$225.56 - $335.19 $6.67M - $9.91M
106K $25.3M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-269K
- 57.79%
$46.79 - $48.56 $12.6M - $13.1M
197K $9.48M
SIZE
Ishares Msci Usa Size Factor E

ETFs
-95.7K
- 53.02%
$128.15 - $154.54 $12.3M - $14.8M
84.8K $13.1M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-282K
- 51.48%
$46.04 - $53.67 $13M - $15.1M
265K $14.2M
BR
Broadridge Financial Solutions, Inc.

Technology
-55.2K
- 8.52%
$217.22 - $246.25 $12M - $13.6M
593K $144M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-533K
- 19.46%
$24.48 - $24.9 $13.1M - $13.3M
2.21M $55M
TRGP
Targa Resources Corp.

Energy
-3.41K
- 0.73%
$157.32 - $205.72 $537K - $702K
461K $80.3M
VAW
Vanguard Materials ETF

ETFs
-75.1K
- 25.39%
$163.82 - $196.64 $12.3M - $14.8M
221K $43M
CHE
Chemed Corp

Healthcare
-4.91K
- 6.13%
$486.93 - $619.21 $2.39M - $3.04M
75.2K $36.6M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-118K
- 12.47%
$99.97 - $129.69 $11.8M - $15.2M
825K $85.9M
RWO
Spdr Dow Jones Global Real Est

ETFs
-294K
- 46.94%
$38.85 - $45.0 $11.4M - $13.2M
332K $14.6M
RACE
Ferrari N.V.

Consumer Cyclical
-61.7K
- 21.88%
$397.86 - $499.02 $24.5M - $30.8M
220K $108M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-17.2K
- 3.04%
$67.83 - $92.33 $1.17M - $1.59M
550K $39.9M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-285K
- 5.49%
$47.02 - $47.83 $13.4M - $13.6M
4.91M $235M
LPX
Louisiana Pacific Corp

Industrials
-131K
- 77.95%
$81.16 - $95.48 $10.6M - $12.5M
37K $3.18M
JD
Jd.Com, Inc.

Consumer Cyclical
-278K
- 76.83%
$31.44 - $41.32 $8.73M - $11.5M
83.8K $2.73M
PY
Principal Exchange Traded Fund

ETFs
-250K
- 30.76%
$42.74 - $49.55 $10.7M - $12.4M
562K $27.9M
NEE
Nextera Energy Inc

Utilities
-46.8K
- 0.79%
$64.11 - $75.0 $3M - $3.51M
5.88M $408M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-34.8K
- 8.29%
$99.37 - $134.05 $3.45M - $4.66M
385K $43.6M
HPQ
Hp Inc

Technology
-245K
- 13.54%
$21.88 - $29.32 $5.35M - $7.17M
1.56M $38.2M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-229K
- 10.47%
$50.1 - $51.02 $11.5M - $11.7M
1.96M $100M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-321K
- 7.12%
$45.11 - $52.34 $14.5M - $16.8M
4.18M $219M
LGOV
First Tr ETF Iv Long Duration

ETFs
-502K
- 44.08%
$20.73 - $21.92 $10.4M - $11M
636K $13.6M
F
Ford Motor CO

Consumer Cyclical
-1.12M
- 65.13%
$8.69 - $10.85 $9.74M - $12.2M
600K $6.51M
GRMN
Garmin LTD

Technology
-38.5K
- 12.0%
$173.63 - $218.07 $6.69M - $8.4M
282K $58.9M
GMED
Globus Medical Inc

Healthcare
-81.7K
- 19.77%
$55.82 - $75.5 $4.56M - $6.17M
332K $19.6M
NSP
Insperity, Inc.

Industrials
-62.4K
- 26.29%
$58.55 - $89.92 $3.65M - $5.61M
175K $10.5M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-167K
- 5.72%
$91.23 - $97.27 $15.2M - $16.2M
2.75M $267M
CAG
Conagra Brands Inc.

Consumer Defensive
-228K
- 24.71%
$20.4 - $26.78 $4.66M - $6.11M
696K $14.2M
ABC
Amerisourcebergen Corp

Healthcare
-55.3K
- 9.22%
N/A
544K $101M
GDDY
Go Daddy Inc.

Technology
-56.5K
- 10.95%
$162.11 - $192.36 $9.16M - $10.9M
459K $82.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.02M
- 13.33%
$32.66 - $40.75 $33.4M - $41.7M
6.65M $269M
FVD
First Tr Value Line Divid Inde

ETFs
-232K
- 7.04%
$40.62 - $45.12 $9.42M - $10.5M
3.06M $137M
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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