Envestnet Asset Management’s Liberty One Defensive Dividend Growth ETF EASY Stock Holding History

Envestnet Asset Management’s Portfolio EASY Stock Details EASY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$357K	Buy	13,391 +871	+7%	+$23.1K	﹤0.01%	4321
2026 Q1	$333K	Buy	+12,520	New	+$335K	﹤0.01%	4212

Other funds holding EASY

LOIM

Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management's EASY Position: Q2 2026 in Review

Envestnet Asset Management increased its Liberty One Defensive Dividend Growth ETF (EASY) stake by 7% in Q2 2026, buying an estimated $23.1K and bringing the position to 13,391 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #4321.

Envestnet Asset Management first reported a position in EASY in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold EASY as of Q2 2026.

Envestnet Asset Management held 13,391 shares of Liberty One Defensive Dividend Growth ETF worth $357K as of Q2 2026.
Envestnet Asset Management bought 871 Liberty One Defensive Dividend Growth ETF shares in Q2 2026, an estimated $23.1K.
Liberty One Defensive Dividend Growth ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4321 holding.
Envestnet Asset Management first reported a position in Liberty One Defensive Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Liberty One Defensive Dividend Growth ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.