Envestnet Asset Management »

Financial Invs Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Financial Invs Tr (CCNR) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Financial Invs Tr

Tip: Access up to 7 years of quarterly data

All positions including Financial Invs Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Invs Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $239k 7.3k 32.78

More positions owned by Envestnet Asset Management

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

View all positions for Envestnet Asset Management

Top funds holding Financial Invs Tr

CoreCommodity Management
Joseph Group Capital Management
Old Mission Capital
LPL Financial
Envestnet Asset Management
Mml Investors Services

View all funds holding Financial Invs Tr