Envestnet Portfolio Solutions, Inc. Purchases in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
752
+ 5.19%
$24.14 - $25.43 $18.2K - $19.1K
15.2K $377K
IXJ
Ishares Global Healthcare ETF

ETFs
261
+ 11.51%
$82.3 - $90.02 $21.5K - $23.5K
2.53K $217K
AZO
Autozone Inc

Consumer Cyclical
8
+ 3.7%
$3478.38 - $3880.15 $27.8K - $31K
224 $831K
VERU
Veru Inc.

Healthcare
10.5K
New
$0.49 - $0.7 $5.16K - $7.37K
10.5K $6K
STWD
Starwood Property Trust, Inc.

Real Estate
82
+ 0.67%
$17.28 - $20.41 $1.42K - $1.67K
12.4K $248K
VGLT
Vanguard Long Term Treasury Et

ETFs
284
+ 3.94%
$53.66 - $58.71 $15.2K - $16.7K
7.5K $420K
INTA
Intapp, Inc.

Technology
583
+ 13.64%
$48.49 - $59.55 $28.3K - $34.7K
4.86K $250K
MTD
Mettler Toledo International Inc

Healthcare
3
+ 0.86%
$970.15 - $1216.57 $2.91K - $3.65K
352 $413K
LANC
Lancaster Colony Corp

Consumer Defensive
44
+ 1.46%
$159.67 - $192.9 $7.03K - $8.49K
3.07K $529K
Liberty Media Corp Del
510
+ 15.99%
N/A
3.7K $0
Linde PLC
267
+ 0.78%
N/A
34.7K $0
Armour Residential Reit Inc
31.2K
New
N/A
31.2K $0
CRH.L
Crh PLC

Basic Materials
4.33K
+ 27.42%
N/A
20.1K $0
Profesionally Managed Portfo
119K
+ 23.01%
N/A
637K $0
Annaly Capital Management In
45.6K
+ 70.89%
N/A
110K $0
Pimco ETF Tr
294K
+ 107.32%
N/A
568K $0
Northern Lts Fd Tr Iv
1.67K
New
N/A
1.67K $0
Nextracker Inc
11.3K
New
N/A
11.3K $0
American Healthcare Reit Inc
5.63K
New
N/A
5.63K $0
Nebius Group N.V.
3.91K
New
N/A
3.91K $0
Goldman Sachs ETF Tr
129K
New
N/A
129K $0
Horizon Fds
32.1K
New
N/A
32.1K $0
Horizon Fds
27K
New
N/A
27K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
7.04K
New
N/A
7.04K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
10.4K
New
N/A
10.4K $0
Morgan Stanley ETF Trust
6.59K
+ 51.87%
N/A
19.3K $0
Vanguard Wellington Fd
716
+ 19.04%
N/A
4.48K $0
MAA
Mid America Apartment Communities Inc.

Real Estate
374
+ 13.32%
$145.91 - $168.0 $54.6K - $62.8K
3.18K $470K
Ishares Bitcoin Trust ETF
6.52K
New
N/A
6.52K $0
Natwest Group PLC
9.46K
+ 18.11%
N/A
61.7K $0
Phinia Inc
13K
New
N/A
13K $0
HEIA
Heico Crp Cl A
1.01K
+ 23.72%
N/A
5.28K $0
Gsk PLC
54.4K
+ 338.77%
N/A
70.5K $0
YEAR
Ab Active Etfs Inc Ultra Short
327
+ 2.2%
N/A
15.2K $0
Tko Group Holdings Inc
5.51K
+ 127.96%
N/A
9.82K $0
FJAN
First Exc Trd Viii Cboe Vest U
11K
New
N/A
11K $0
Blackrock ETF Trust
4.3M
+ 1493.08%
N/A
4.59M $0
Blackrock ETF Trust
32K
+ 21.22%
N/A
183K $0
Blackrock ETF Trust
79.3K
+ 83.41%
N/A
174K $0
HYGW
Ishares Tr High Yield Corporat
38.9K
+ 32.58%
N/A
158K $0
Forward Air Corp
14.6K
New
N/A
14.6K $0
MWA
Mueller Water Products, Inc.

Industrials
661
+ 5.85%
$22.82 - $27.21 $15.1K - $18K
12K $287K
Blackrock ETF Trust
2.19M
New
N/A
2.19M $0
Franklin Templeton ETF Tr
13.9K
New
N/A
13.9K $0
Blackrock ETF Trust Ii
48.1K
+ 136.23%
N/A
83.5K $0
Capital Group International
12.4K
New
N/A
12.4K $0
RNDV
First Tr Vi Us Equity Divid Se
36.6K
New
N/A
36.6K $0
Brookfield Infrastructure CO
4.85K
New
N/A
4.85K $0
Brookfield Corp
4.75K
+ 114.01%
N/A
8.92K $0
Activity Summary
Buys All Purchases 662 New Holdings 142 Increased Positions 520 Sells All Sells 848 Reductions 848 Sold out 0 Options Calls 0 Puts 0
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