Envestnet Asset Management
INNO

Envestnet Asset Management’s Harbor Disruptive Innovation ETF INNO Stock Holding History

Envestnet Asset Management’s Portfolio INNO Stock Details INNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,252
Closed -$308K – 4444
2024
Q3 		$308K Buy
19,252
+972
+5% +$14.9K ﹤0.01% 3807
2024
Q2 		$285K Buy
18,280
+4,002
+28% +$61.7K ﹤0.01% 3762
2024
Q1 		$233K Buy
14,278
+1,711
+14% +$26.4K ﹤0.01% 3866
2023
Q4 		$182K Sell
12,567
-63,073
-83% -$815K ﹤0.01% 3846
2023
Q3 		$933K Buy
+75,640
New +$998K ﹤0.01% 2861

Envestnet Asset Management's INNO Position: Q4 2024 in Review

Envestnet Asset Management sold out of Harbor Disruptive Innovation ETF (INNO) in Q4 2024, closing a stake of 19,252 shares — an estimated $308K sold.

Envestnet Asset Management first reported a position in INNO in Q3 2023 and held it in 5 quarters. The position peaked at $933K in Q3 2023. 0 funds tracked by Wall St. Rank hold INNO as of Q4 2024.

  • Envestnet Asset Management reported no remaining Harbor Disruptive Innovation ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 19,252 Harbor Disruptive Innovation ETF shares in Q4 2024, an estimated $308K.
  • Envestnet Asset Management first reported a position in Harbor Disruptive Innovation ETF in Q3 2023 and held it in 5 quarters.
  • Envestnet Asset Management's Harbor Disruptive Innovation ETF position peaked at $933K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Harbor Disruptive Innovation ETF as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.