Envestnet Asset Management
FRWD

Envestnet Asset Management’s Nomura Transformational Technologies ETF FRWD Stock Holding History

Envestnet Asset Management’s Portfolio FRWD Stock Details FRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$783K Sell
23,197
-8,369
-27% -$249K ﹤0.01% 3777
2026
Q1 		$717K Buy
+31,566
New +$764K ﹤0.01% 3678

Other funds holding FRWD

NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

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

Envestnet Asset Management reduced its Nomura Transformational Technologies ETF (FRWD) stake by 27% in Q2 2026, selling an estimated $249K and leaving 23,197 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #3777.

Envestnet Asset Management first reported a position in FRWD in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold FRWD as of Q2 2026.

  • Envestnet Asset Management held 23,197 shares of Nomura Transformational Technologies ETF worth $783K as of Q2 2026.
  • Envestnet Asset Management sold 8,369 Nomura Transformational Technologies ETF shares in Q2 2026, an estimated $249K.
  • Nomura Transformational Technologies ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3777 holding.
  • Envestnet Asset Management first reported a position in Nomura Transformational Technologies ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Nomura Transformational Technologies ETF as of Q2 2026.

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