Envestnet Asset Management

Envestnet Asset Management’s Sound Point Meridian Capital SPMC Stock Holding History

Envestnet Asset Management’s Portfolio SPMC Stock Details SPMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.78M	Sell
2025 Q1	$2.91M	Buy
2024 Q4	$2.81M	Sell
2024 Q3	$3.05M	Buy
2024 Q2	$2.86M	Buy