Envestnet Asset Management »

Profesionally Managed Portfo shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $67M 2.7M 25.02
2025-06-30 $67M 2.7M 24.94
2025-03-31 $63M 2.6M 24.79
2024-12-31 $61M 2.5M 24.44

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Profesionally Managed Portfo

Advisor Group Holdings
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Envestnet Portfolio Solutions
Principal Securities
Mml Investors Services
Hilltop Holdings
Branch Banking & Trust Company
Goldman Sachs Group
National Asset Management
Flow Traders US
Resources Investment Advisors
Kestra Advisory Services
Essex Savings Bank
Kestra Investment Management

View all funds holding Profesionally Managed Portfo