Envestnet Asset Management Inc Sells in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BL
Blackline, Inc.

Technology
-2.53K
- 1.69%
$47.46 - $65.64 $120K - $166K
147K $7.11M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-13.4K
- 2.26%
$39.02 - $42.89 $524K - $576K
580K $22.9M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-40.8K
- 27.44%
$41.26 - $44.98 $1.68M - $1.83M
108K $4.53M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-77.5K
- 8.27%
$26.63 - $26.75 $2.06M - $2.07M
860K $23M
VRSN
Verisign Inc

Technology
-27K
- 25.81%
$205.1 - $254.74 $5.54M - $6.88M
77.6K $19.7M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-61.1K
- 14.3%
$25.9 - $31.26 $1.58M - $1.91M
366K $9.81M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-2.18K
- 0.86%
$96.85 - $111.39 $212K - $243K
252K $24.9M
RWR
Spdr Dow Jones Reit ETF

ETFs
-20.4K
- 6.84%
$95.15 - $104.06 $1.94M - $2.12M
277K $27.5M
EWC
Ishares Msci Canada ETF

ETFs
-49.9K
- 23.8%
$39.3 - $42.52 $1.96M - $2.12M
160K $6.51M
AGOX
Starboard Invt Tr

ETFs
-19.6K
- 3.61%
$24.2 - $29.41 $474K - $576K
523K $12.8M
DFAE
Dimensional ETF Tr

ETFs
-124K
- 5.12%
$24.64 - $26.86 $3.05M - $3.33M
2.3M $59.4M
UNM
Unum Group

Financial Services
-31.8K
- 40.21%
$71.8 - $83.34 $2.28M - $2.65M
47.3K $3.85M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-45.4K
- 15.51%
$35.21 - $37.69 $1.6M - $1.71M
247K $8.81M
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-65.6K
- 19.6%
$22.55 - $24.61 $1.48M - $1.61M
269K $6.11M
SCI
Service Corp International

Consumer Cyclical
-24.8K
- 10.71%
$75.99 - $84.16 $1.89M - $2.09M
207K $16.6M
DK
Delek Us Holdings, Inc.

Energy
-82.4K
- 44.11%
$13.53 - $20.31 $1.11M - $1.67M
104K $1.57M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-141K
- 14.83%
$11.22 - $11.8 $1.58M - $1.67M
811K $9.1M
ICFI
Icf International, Inc.

Industrials
-4.93K
- 11.65%
$77.68 - $133.28 $383K - $657K
37.3K $3.17M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-25.4K
- 21.54%
$58.11 - $65.29 $1.47M - $1.66M
92.4K $5.51M
IBMO
Ishares Tr Ibonds December 202

ETFs
-75.5K
- 7.96%
$25.45 - $25.6 $1.92M - $1.93M
874K $22.3M
CTVA
Corteva, Inc.

Basic Materials
-239K
- 10.8%
$55.94 - $66.15 $13.4M - $15.8M
1.98M $124M
XYL
Xylem Inc.

Industrials
-24.1K
- 7.87%
$114.02 - $132.04 $2.75M - $3.18M
282K $33.7M
EEFT
Euronet Worldwide, Inc.

Technology
-20.1K
- 25.33%
$94.42 - $110.06 $1.89M - $2.21M
59.1K $6.32M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-29.7K
- 42.66%
$55.48 - $59.47 $1.65M - $1.76M
39.9K $2.26M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-84.4K
- 2.99%
$24.5 - $24.95 $2.07M - $2.11M
2.74M $67.9M
RGEN
Repligen Corp

Healthcare
-187
- 0.18%
$127.24 - $174.24 $23.8K - $32.6K
106K $13.5M
IEV
Ishares Tr Europe ETF

ETFs
-54.9K
- 24.09%
$51.89 - $60.68 $2.85M - $3.33M
173K $10.1M
HLMN
Hillman Solutions Corp.

Industrials
-42.7K
- 2.87%
$8.69 - $10.5 $371K - $449K
1.45M $12.7M
BGB
Blackstone Strategic Credit Fund

Financial Services
-146K
- 86.61%
$11.96 - $12.62 $1.74M - $1.84M
22.6K $272K
ET
Energy Transfer LP

Energy
-46.9K
- 5.13%
$17.26 - $21.08 $809K - $988K
867K $16.1M
DOCU
Docusign, Inc.

Technology
-2.82K
- 1.57%
$74.7 - $97.7 $211K - $276K
177K $14.4M
KRNT
Kornit Digital Ltd.

Industrials
-23.7K
- 21.42%
$19.08 - $30.97 $452K - $733K
86.8K $1.66M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
-104K
- 29.51%
$18.41 - $19.27 $1.91M - $2M
248K $4.66M
KRG
Kite Realty Group Trust

Real Estate
-46.8K
- 19.16%
$21.24 - $25.05 $994K - $1.17M
197K $4.42M
EPP
Ishares Inc

ETFs
-40.2K
- 35.76%
$43.24 - $46.56 $1.74M - $1.87M
72.3K $3.19M
F
Ford Motor CO

Consumer Cyclical
-196K
- 10.25%
$9.12 - $10.43 $1.79M - $2.05M
1.72M $17.3M
MFC
Manulife Financial Corp

Financial Services
-70.4K
- 6.58%
$28.41 - $31.82 $2M - $2.24M
998K $31.1M
NEOG
Neogen Corp

Healthcare
-1.87K
- 0.38%
$8.43 - $13.07 $15.7K - $24.4K
487K $4.23M
AVIV
American Centy ETF Tr Avantis
-39.6K
- 34.14%
$51.51 - $58.54 $2.04M - $2.32M
76.4K $4.33M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-45.4K
- 38.97%
$34.28 - $36.43 $1.56M - $1.65M
71.1K $2.46M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-29.3K
- 10.74%
$50.21 - $51.23 $1.47M - $1.5M
243K $12.3M
GDYN
Grid Dynamics Holdings, Inc.

Technology
-16.2K
- 7.61%
$15.65 - $24.05 $254K - $390K
197K $3.08M
ARW
Arrow Electronics Inc

Technology
-2.36K
- 1.55%
$101.93 - $119.3 $240K - $281K
149K $15.5M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-488
- 0.29%
$82.81 - $96.53 $40.4K - $47.1K
170K $14.3M
PLXS
Plexus Corp

Technology
-167
- 0.29%
$120.51 - $170.49 $20.1K - $28.5K
57K $7.31M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-26.7K
- 8.48%
$67.41 - $69.37 $1.8M - $1.85M
288K $19.8M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-70.4K
- 7.25%
$23.03 - $23.17 $1.62M - $1.63M
901K $20.8M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-15.2K
- 44.3%
$76.24 - $95.41 $1.16M - $1.45M
19.1K $1.49M
PVH
Pvh Corp.

Consumer Cyclical
-5.68K
- 18.51%
$63.81 - $107.78 $363K - $613K
25K $1.62M
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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