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
Russell Invts Exchange Trade
13.7K
New
N/A
13.7K $0
Russell Invts Exchange Trade
41.7K
New
N/A
41.7K $0
Lam Research Corp
1.34K
+ 0.87%
N/A
155K $0
Flutter Entmt PLC
150
+ 12.77%
N/A
1.33K $0
ILCG
Ishares Morningstar Growth ETF
4.7K
+ 174.8%
N/A
7.39K $0
Blackrock ETF Trust Ii
27K
New
N/A
27K $0
Russell Invts Exchange Trade
21.5K
New
N/A
21.5K $0
FLCO
Franklin Templeton ETF Tr Invt
179
+ 1.4%
N/A
13K $0
Safehold Inc
29.7K
New
N/A
29.7K $0
Crane Company
250
+ 10.96%
N/A
2.53K $0
Qiagen Nv
652
+ 10.15%
N/A
7.08K $0
Ge Vernova Inc
927
+ 19.89%
N/A
5.59K $0
Simplify Exchange Traded Fun
44.5K
+ 122.08%
N/A
81K $0
Astera Labs Inc
56
+ 1.13%
N/A
5K $0
Servicetitan Inc
2.55K
New
N/A
2.55K $0
CGSD
Capital Grp Core Plus Income E
12.9K
New
N/A
12.9K $0
Cava Group Inc
3.63K
New
N/A
3.63K $0
Rbb Fund Trust
8.19K
New
N/A
8.19K $0
Tcw ETF Trust
8.24K
+ 10.16%
N/A
89.3K $0
Coherent Corp
22K
+ 531.3%
N/A
26.2K $0
JGRO
J P Morgan Exchange Traded Fd
2.98K
+ 19.89%
N/A
18K $0
Talen Energy Corp
833
+ 5.03%
N/A
17.4K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
2.71K
+ 32.43%
N/A
11.1K $0
J P Morgan Exchange Traded F
16.7K
+ 17.29%
N/A
113K $0
J P Morgan Exchange Traded F
4.15K
New
N/A
4.15K $0
Kenvue Inc
1.9K
+ 0.63%
N/A
301K $0
Thornburg ETF Tr
16.2K
New
N/A
16.2K $0
POST
Post Holdings, Inc.

Consumer Defensive
237
+ 6.35%
$107.47 - $118.46 $25.5K - $28.1K
3.97K $432K
PBP
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.31%
$20.08 - $22.36 $622 - $693
10K $218K
VTR
Ventas, Inc.

Real Estate
258
+ 7.19%
$62.45 - $70.08 $16.1K - $18.1K
3.85K $242K
RLI
Rli Corp

Financial Services
195
+ 6.2%
$71.27 - $80.82 $13.9K - $15.8K
3.34K $241K
PKG
Packaging Corp Of America

Consumer Cyclical
236
+ 4.04%
$175.97 - $201.36 $41.5K - $47.5K
6.07K $1.14M
ARGX
Argenx Se

Healthcare
36
+ 3.98%
$532.27 - $656.65 $19.2K - $23.6K
940 $518K
VIAV
Viavi Solutions Inc.

Technology
432
+ 2.11%
$8.99 - $11.41 $3.88K - $4.93K
20.9K $210K
AVTR
Avantor, Inc.

Basic Materials
1.9K
+ 11.27%
$11.94 - $16.29 $22.7K - $31K
18.8K $253K
AWK
American Water Works Company, Inc.

Utilities
9
+ 0.28%
$133.82 - $151.96 $1.2K - $1.37K
3.23K $449K
YUM
Yum Brands Inc

Consumer Cyclical
329
+ 3.92%
$138.36 - $161.45 $45.5K - $53.1K
8.73K $1.29M
EXC
Exelon Corp

Utilities
1.25K
+ 3.86%
$42.2 - $47.37 $52.8K - $59.2K
33.7K $1.46M
MKC
Mccormick & CO Inc

Consumer Defensive
42
+ 0.69%
$71.11 - $82.25 $2.99K - $3.45K
6.09K $461K
XLE
Energy Sector Spdr

ETFs
547
+ 5.8%
$76.44 - $94.13 $41.8K - $51.5K
9.98K $845K
OVV
Ovintiv Inc.

Energy
123
+ 1.35%
$31.18 - $44.14 $3.84K - $5.43K
9.24K $351K
CPT
Camden Property Trust

Real Estate
249
+ 3.4%
$106.53 - $122.8 $26.5K - $30.6K
7.57K $853K
NEE
Nextera Energy Inc

Utilities
5.06K
+ 1.89%
$64.11 - $75.0 $324K - $379K
273K $18.9M
PCG
Pg&E Corp

Utilities
754
+ 4.13%
$13.55 - $17.87 $10.2K - $13.5K
19K $264K
MUSA
Murphy Usa Inc.

Consumer Cyclical
61
+ 5.13%
$388.56 - $520.27 $23.7K - $31.7K
1.25K $508K
KHC
Kraft Heinz CO

Consumer Defensive
724
+ 4.29%
$25.61 - $30.81 $18.5K - $22.3K
17.6K $454K
LKQ
Lkq Corp

Consumer Cyclical
231
+ 1.85%
$36.86 - $43.38 $8.51K - $10K
12.7K $470K
COP
Conocophillips

Energy
21.9K
+ 16.44%
$82.66 - $106.1 $1.81M - $2.33M
155K $13.9M
XEL
Xcel Energy Inc

Utilities
748
+ 1.64%
$65.65 - $72.39 $49.1K - $54.1K
46.3K $3.16M
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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