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EQTYEQTY
5 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in VALUED ADVISERS TR

ENVESTNET ASSET MANAGEMENT INC holds 7,520 shares of EQTY (VALUED ADVISERS TR), worth $210,188 as of 2026-Q2. This is a new position.

Current Value

$210,188

Current Shares

7,520

Total Value Change

-$103,272

Total Shares Change

-9,827

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
7,520
-
$210,1880.0%$27.95
35
2026-Q1
Exited
0
-100.0%
$00.0%$27.21
0
2025-Q4
New
7,520
-
$202,9930.0%$27.17
32
2023-Q4
Exited
0
-100.0%
$00.0%$19.81
0
2023-Q3
New
17,347
-
$313,4600.0%$17.96
32

Other major holders of EQTY: Focus Partners Wealth, NorthCoast Asset Management LLC

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