Envestnet Asset Management Inc. boosted its holdings in Fidelity MSCI Information Technology Index ETF by 54.2% in the first quarter.

Source: https://www.americanbankingnews.com/2023/09/24/fidelity-msci-information-technology-index-etf-nysearcaftec-shares-acquired-by-congress-wealth-management-llc-de.html

Envestnet Asset Management Inc. boosted its holdings in Omnicom Group by 372.3% in the first quarter.

Source: https://www.americanbankingnews.com/2023/10/08/exchange-traded-concepts-llc-has-355000-stock-position-in-omnicom-group-inc-nyseomc.html

Envestnet Asset Management Inc. boosted its holdings in shares of Schwab US Large-Cap ETF by 27.8% during the third quarter.

Source: https://www.etfdailynews.com/2023/03/15/clearstead-advisors-llc-sells-4098-shares-of-schwab-us-large-cap-etf-nysearcaschx/

Envestnet Asset Management Inc. boosted its holdings in Spirit Realty Capital, Inc. () by 1.7% during the 3rd quarter, reports.

Source: https://www.etfdailynews.com/2023/03/04/envestnet-asset-management-inc-boosts-stock-position-in-spirit-realty-capital-inc-nysesrc/

Envestnet Asset Management Inc. boosted its stake in Avantor by 13.0% during the 4th quarter.

Source: https://www.etfdailynews.com/2023/06/26/avantor-inc-nyseavtr-shares-bought-by-chartwell-investment-partners-llc/

Envestnet Asset Management Inc. bought a new position in shares of ClearPoint Neuro during the 1st quarter valued at approximately $106,000.

Source: https://www.etfdailynews.com/2023/10/27/clearpoint-neuro-nasdaqclpt-research-coverage-started-at-stifel-nicolaus/

Envestnet Asset Management Inc. bought a new stake in shares of Highland/iBoxx Senior Loan ETF during the third quarter valued at approximately $148,000.

Source: https://www.dailypolitical.com/2023/08/25/highland-iboxx-senior-loan-etf-nasdaqsnln-sees-significant-decline-in-short-interest.html

Envestnet Asset Management Inc. grew its holdings in Enviva by 6.0% in the third quarter.

Source: https://www.dailypolitical.com/2023/04/07/enviva-nyseeva-price-target-cut-to-32-00.html

Envestnet Asset Management Inc. grew its holdings in shares of Cabot by 3.5% in the 4th quarter.

Source: https://www.americanbankingnews.com/2023/06/04/cabot-co-nysecbt-shares-bought-by-bank-of-america-corp-de.html

Envestnet Asset Management Inc. grew its position in shares of Public Storage by 789.5% during the first quarter.

Source: https://www.etfdailynews.com/2023/11/03/4056-shares-in-public-storage-nysepsa-purchased-by-versor-investments-lp/

Envestnet Asset Management Inc. grew its stake in Communication Services Select Sector SPDR Fund by 8.7% during the 3rd quarter.

Source: https://www.etfdailynews.com/2023/12/28/communication-services-select-sector-spdr-fund-nysearcaxlc-hits-new-12-month-high-at-73-31/

Envestnet Asset Management Inc. grew its stake in shares of Alerian MLP ETF by 33.3% during the 4th quarter.

Source: https://www.etfdailynews.com/2023/06/18/rockefeller-capital-management-l-p-has-22-14-million-stock-holdings-in-alerian-mlp-etf-nysearcaamlp/

Envestnet Asset Management Inc. grew its stake in shares of Westlake by 959.2% in the first quarter.

Source: https://www.dailypolitical.com/2023/11/12/acadian-asset-management-llc-sells-212-shares-of-westlake-co-nysewlk.html

Envestnet Asset Management Inc. increased its holdings in shares of Newmont Co. () by 3.6% in the third quarter, according to its most recent filing with the SEC.

Source: https://www.etfdailynews.com/2023/02/28/envestnet-asset-management-inc-acquires-8009-shares-of-newmont-co-nysenem/

Envestnet Asset Management Inc. increased its position in shares of Bristol-Myers Squibb by 193.4% in the first quarter.

Source: https://www.etfdailynews.com/2023/09/30/cornerstone-advisory-llc-sells-392-shares-of-bristol-myers-squibb-nysebmy/

Envestnet Asset Management Inc. increased its stake in First Trust Rising Dividend Achievers ETF by 4.9% during the third quarter.

Source: https://www.dailypolitical.com/2023/03/13/first-trust-rising-dividend-achievers-etf-nasdaqrdvy-short-interest-down-24-0-in-february.html

Envestnet Asset Management Inc. increased its stake in iShares Core S&P Small-Cap ETF by 31.1% in the first quarter.

Source: https://www.etfdailynews.com/2023/10/07/55815-shares-in-ishares-core-sp-small-cap-etf-nysearcaijr-bought-by-all-season-financial-advisors-inc/

Envestnet Asset Management Inc. increased its stake in iShares Russell Mid-Cap Value ETF by 18.1% in the third quarter.

Source: https://www.etfdailynews.com/2023/03/18/b-riley-wealth-advisors-inc-has-2-46-million-position-in-ishares-russell-mid-cap-value-etf-nysearcaiws/

Envestnet Asset Management Inc. increased its stake in shares of iShares 3-7 Year Treasury Bond ETF by 93.8% in the third quarter.

Source: https://www.americanbankingnews.com/2023/04/16/cwm-llc-sells-5957-shares-of-ishares-3-7-year-treasury-bond-etf-nasdaqiei.html

Envestnet Asset Management Inc. increased its stake in shares of Jazz Pharmaceuticals by 7.7% during the third quarter.

Source: https://www.etfdailynews.com/2023/04/17/balentine-llc-decreases-stake-in-jazz-pharmaceuticals-plc-nasdaqjazz/