Envestnet Asset Management
SPE

Envestnet Asset Management’s Special Opportunities Fund SPE Stock Holding History

Envestnet Asset Management’s Portfolio SPE Stock Details SPE Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
2025
Q4 		$363K Buy
2025
Q3 		$336K Sell
2025
Q2 		$405K Buy
2025
Q1 		$363K Buy