Envestnet Portfolio Solutions, Inc. Purchases in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
40.2K
+ 1.33%
$620.67 - $670.08 $25M - $26.9M
3.07M $2.05B
VT
Vanguard Total World Stk Index

ETFs
746K
+ 55.71%
$128.41 - $138.03 $95.7M - $103M
2.08M $287M
OEF
Ishares S&P 100 ETF

ETFs
422K
+ 77.71%
N/A
966K $257M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.88M
+ 9813.58%
$26.44 - $27.1 $103M - $105M
3.92M $106M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.19M
+ 17.89%
$54.35 - $59.32 $64.8M - $70.8M
7.86M $465M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.35K
+ 0.51%
$567.77 - $614.76 $5.31M - $5.75M
1.82M $1.12B
ITA
Ishares Tr

ETFs
398K
+ 9026.7%
$184.73 - $209.26 $73.5M - $83.3M
402K $84.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
86.2K
+ 29.49%
$617.65 - $666.84 $53.2M - $57.5M
378K $252M
VO
Vanguard Mid Cap ETF

ETFs
94K
+ 3.67%
$279.83 - $293.74 $26.3M - $27.6M
2.66M $781M
IAU
Ishares Gold Trust

ETFs
583K
+ 51.85%
$61.62 - $72.77 $35.9M - $42.4M
1.71M $124M
NVDA
Nvidia Corp

Technology
23.5K
+ 1.99%
$153.3 - $186.58 $3.6M - $4.39M
1.21M $225M
IWP
Ishares Russell Mid Cap Growth

ETFs
217K
+ 13.53%
$137.51 - $145.26 $29.8M - $31.5M
1.82M $259M
VTWO
Vanguard Russell 2000 ETF

ETFs
46.7K
+ 1.55%
$86.92 - $99.32 $4.06M - $4.64M
3.06M $299M
BNDX
Vanguard Total International B

ETFs
739K
+ 8.18%
$49.0 - $49.51 $36.2M - $36.6M
9.78M $483M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
687K
+ 121.08%
$42.26 - $47.16 $29M - $32.4M
1.25M $58.1M
IWS
Ishares Russell Midcap Value E

ETFs
48.2K
+ 1.74%
$132.83 - $140.61 $6.4M - $6.78M
2.82M $394M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
545K
+ 747.08%
$48.5 - $50.19 $26.4M - $27.4M
618K $30.9M
IEMG
Ishares Inc

ETFs
493K
+ 4.51%
N/A
11.4M $612M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.25K
+ 0.14%
$49.43 - $54.52 $359K - $395K
5.15M $279M
DFIS
Dimensional ETF Tr Dimensional

ETFs
594K
+ 20.26%
$29.65 - $31.77 $17.6M - $18.9M
3.53M $112M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
404K
+ 23.28%
$39.8 - $42.86 $16.1M - $17.3M
2.14M $91.6M
IVE
Ishares S&P 500 Value ETF

ETFs
7.83K
+ 0.46%
$194.44 - $206.51 $1.52M - $1.62M
1.72M $356M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
97.9K
+ 36.0%
$134.94 - $145.86 $13.2M - $14.3M
370K $53.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
177K
+ 39.29%
$91.44 - $91.77 $16.2M - $16.2M
628K $57.6M
GOOG
Alphabet Inc.

Communication Services
1.5K
+ 0.64%
$175.16 - $255.24 $263K - $383K
238K $57.9M
JNK
Spdr Bloomberg High Yield Bond

ETFs
153K
+ 53.26%
$96.22 - $98.19 $14.7M - $15M
440K $43.1M
VXF
Vanguard Extended Market ETF

ETFs
11.6K
+ 1.62%
$193.58 - $213.07 $2.25M - $2.47M
726K $152M
AVGO
Broadcom Inc.

Technology
3.24K
+ 1.34%
$264.74 - $369.57 $857K - $1.2M
244K $80.6M
TSLA
Tesla, Inc.

Consumer Cyclical
3.36K
+ 3.43%
$293.94 - $444.72 $987K - $1.49M
101K $45M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
491K
+ 6.24%
$20.76 - $21.78 $10.2M - $10.7M
8.36M $180M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
119K
+ 6.0%
$42.67 - $46.91 $5.09M - $5.59M
2.1M $98.5M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
62.8K
+ 3.29%
$54.9 - $59.81 $3.45M - $3.75M
1.97M $117M
APH
Amphenol Corp

Technology
87.2K
+ 144.62%
$97.39 - $125.4 $8.49M - $10.9M
147K $18.2M
IWM
Ishares Russell 2000 ETF

ETFs
42.6K
+ 78.22%
$214.92 - $244.84 $9.15M - $10.4M
97K $23.5M
TROW
Price T Rowe Group Inc

Financial Services
95K
+ 143.34%
$98.67 - $111.52 $9.38M - $10.6M
161K $16.6M
COIN
Coinbase Global, Inc.

Technology
29.8K
New
$297.99 - $419.78 $8.88M - $12.5M
29.8K $10.1M
EXC
Exelon Corp

Utilities
222K
+ 657.93%
$42.73 - $45.54 $9.47M - $10.1M
255K $11.5M
PLD
Prologis, Inc.

Real Estate
70.8K
+ 39.41%
$104.08 - $115.35 $7.36M - $8.16M
250K $28.7M
ORCL
Oracle Corp

Technology
5.55K
+ 4.48%
$218.96 - $328.33 $1.22M - $1.82M
129K $36.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
156K
+ 9.72%
$28.92 - $32.19 $4.51M - $5.02M
1.76M $56.1M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
109K
New
$81.55 - $85.33 $8.87M - $9.29M
109K $9.25M
LQD
Ishares Iboxx $ Investment Gra

ETFs
68.5K
+ 20.88%
$107.66 - $112.36 $7.37M - $7.69M
397K $44.2M
EMN
Eastman Chemical CO

Basic Materials
122K
+ 168.31%
$58.79 - $81.56 $7.18M - $9.96M
195K $12.3M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
32.9K
+ 7.17%
$85.43 - $92.81 $2.81M - $3.05M
492K $45.4M
LLY
Eli Lilly & CO

Healthcare
7.87K
+ 20.57%
$625.65 - $812.69 $4.92M - $6.4M
46.1K $35.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
53.8K
+ 54.91%
$87.05 - $93.19 $4.68M - $5.01M
152K $14.1M
GILD
Gilead Sciences, Inc.

Healthcare
47.5K
+ 90.14%
$108.22 - $120.47 $5.14M - $5.72M
100K $11.1M
PLTR
Palantir Technologies Inc.

Technology
1.1K
+ 1.08%
$130.68 - $186.97 $144K - $205K
103K $18.7M
GLD
Spdr Gold Trust

ETFs
831
+ 0.92%
$300.96 - $355.47 $250K - $295K
90.9K $32.3M
Activity Summary
Buys All Purchases 493 New Holdings 78 Increased Positions 415 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 0 Puts 0
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