ENVESTNET ASSET MANAGEMENT INC QTR β€” GLOBAL X FDS

Ownership history in ENVESTNET ASSET MANAGEMENT INC  Β·  1 quarter on record

AI Ownership Summary

ENVESTNET ASSET MANAGEMENT INC reported GLOBAL X FDS (QTR) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows QTR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ENVESTNET ASSET MANAGEMENT INC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QTR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ENVESTNET ASSET MANAGEMENT INC held QTR β€” position size vs. price
% of Fund (quarterly)    QTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 7,194 β€” β€” 0.00% $219K 2026-02-10 $30.12

🏒 Other funds also holding QTR

As of 2026 Q1 β€” sorted by position size

COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About ENVESTNET ASSET MANAGEMENT INC and QTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ENVESTNET ASSET MANAGEMENT INC reported owning QTR?

ENVESTNET ASSET MANAGEMENT INC reported QTR across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported QTR position in ENVESTNET ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for QTR was 0.00% in 2025 Q4.

What is the latest reported QTR position on this page?

The most recent filing on this page is 2025 Q4, when ENVESTNET ASSET MANAGEMENT INC reported 7,194 shares, equal to 0.00% of portfolio, with an estimated market value of $219K.

What does the chart on this QTR ownership page compare?

The chart compares ENVESTNET ASSET MANAGEMENT INC's quarterly QTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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