Envestnet Asset Management
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Envestnet Asset Management’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Envestnet Asset Management’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-33,662
Closed -$1M – 4544
2025
Q1 		$1M Buy
33,662
+3,762
+13% +$112K ﹤0.01% 3206
2024
Q4 		$919K Buy
+29,900
New +$919K ﹤0.01% 3224