Envestnet Asset Management
SHRT icon

Envestnet Asset Management’s Gotham Short Strategies ETF SHRT Stock Holding History

Envestnet Asset Management’s Portfolio SHRT Stock Details SHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$525K Buy
70,922
+10,520
+17% +$76.5K ﹤0.01% 3905
2025
Q4 		$460K Sell
60,402
-3,269
-5% -$24.4K ﹤0.01% 3756
2025
Q3 		$480K Buy
63,671
+11,628
+22% +$89.2K ﹤0.01% 3788
2025
Q2 		$417K Buy
52,043
+2,627
+5% +$21.1K ﹤0.01% 3836
2025
Q1 		$402K Buy
49,416
+10,857
+28% +$85.3K ﹤0.01% 3751
2024
Q4 		$297K Sell
38,559
-2,597
-6% -$20.4K ﹤0.01% 3896
2024
Q3 		$345K Sell
41,156
-45,765
-53% -$376K ﹤0.01% 3740
2024
Q2 		$680K Buy
86,921
+19,587
+29% +$159K ﹤0.01% 3275
2024
Q1 		$546K Buy
+67,334
New +$543K ﹤0.01% 3378

Other funds holding SHRT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's SHRT Position: Q1 2026 in Review

Envestnet Asset Management increased its Gotham Short Strategies ETF (SHRT) stake by 17% in Q1 2026, buying an estimated $76.5K and bringing the position to 70,922 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #3905.

Envestnet Asset Management first reported a position in SHRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $680K in Q2 2024. 6 funds tracked by Wall St. Rank hold SHRT as of Q1 2026.

  • Envestnet Asset Management held 70,922 shares of Gotham Short Strategies ETF worth $525K as of Q1 2026.
  • Envestnet Asset Management bought 10,520 Gotham Short Strategies ETF shares in Q1 2026, an estimated $76.5K.
  • Gotham Short Strategies ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3905 holding.
  • Envestnet Asset Management first reported a position in Gotham Short Strategies ETF in Q1 2024 and has held it in 9 quarters since.
  • Envestnet Asset Management's Gotham Short Strategies ETF position peaked at $680K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Gotham Short Strategies ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.