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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
179K
+ 9.39%
$22.89 - $23.7 $4.1M - $4.25M
2.09M $49.2M
MO
Altria Group, Inc.

Consumer Defensive
40.3K
+ 13.96%
$57.75 - $67.68 $2.32M - $2.72M
329K $21.7M
WFC
Wells Fargo & Company

Financial Services
53.6K
+ 74.06%
$77.05 - $85.16 $4.13M - $4.57M
126K $10.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
47.4K
+ 1.34%
$45.72 - $47.27 $2.17M - $2.24M
3.59M $169M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.8K
+ 9.17%
$546.99 - $602.2 $2.08M - $2.29M
45.2K $27.1M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
17.5K
+ 0.78%
$67.48 - $71.55 $1.18M - $1.25M
2.27M $161M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
91.1K
+ 77.74%
$35.42 - $38.65 $3.23M - $3.52M
208K $7.92M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
44.5K
+ 51.53%
$82.38 - $83.0 $3.66M - $3.69M
131K $10.8M
CVX
Chevron Corp

Energy
5.81K
+ 2.59%
$145.57 - $161.83 $846K - $940K
230K $35.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
25.7K
+ 26.51%
$89.29 - $100.17 $2.29M - $2.57M
123K $12.3M
UHS
Universal Health Services Inc

Healthcare
13.4K
+ 41.25%
$154.95 - $204.44 $2.08M - $2.74M
45.9K $9.39M
INTU
Intuit Inc

Technology
8.29K
+ 36.96%
$646.03 - $807.39 $5.36M - $6.69M
30.7K $21M
AMAT
Applied Materials Inc

Technology
6.67K
+ 7.47%
$156.25 - $204.95 $1.04M - $1.37M
95.9K $19.6M
MBB
Ishares Tr

ETFs
8.87K
+ 0.47%
$92.46 - $95.73 $820K - $849K
1.9M $180M
FTHI
First Trust Exchange Traded Fd

ETFs
134K
+ 341.13%
$22.76 - $23.92 $3.06M - $3.21M
174K $4.12M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
30.7K
+ 17.99%
$72.04 - $77.35 $2.21M - $2.37M
201K $15.4M
ETN
Eaton Corp PLC

Industrials
4.27K
+ 5.54%
$342.99 - $392.76 $1.46M - $1.68M
81.3K $30.4M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
63.3K
+ 11.28%
$40.74 - $41.99 $2.58M - $2.66M
624K $26.1M
RF
Regions Financial Corp

Financial Services
38K
+ 6.17%
$24.03 - $27.41 $913K - $1.04M
654K $17.3M
HSY
Hershey CO

Consumer Defensive
13.1K
+ 99.61%
$161.95 - $193.45 $2.13M - $2.54M
26.3K $4.92M
BAC
Bank Of America Corp

Financial Services
14.6K
+ 3.16%
$44.92 - $52.42 $655K - $764K
477K $24.6M
AMD
Advanced Micro Devices Inc

Technology
4.58K
+ 4.8%
$134.8 - $184.42 $618K - $845K
100K $16.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
52.1K
+ 18.88%
$44.34 - $45.94 $2.31M - $2.39M
328K $15M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8.41K
+ 1.65%
$39.06 - $43.42 $328K - $365K
519K $22.5M
FDX
Fedex Corp

Industrials
10.4K
+ 96.0%
$217.1 - $243.2 $2.25M - $2.52M
21.1K $4.98M
XLF
Financial Sector Spdr

ETFs
41.4K
+ 25.23%
$51.37 - $54.25 $2.13M - $2.25M
206K $11.1M
UAL
United Airlines Holdings, Inc.

Industrials
10.1K
+ 11.53%
$80.05 - $109.36 $807K - $1.1M
97.4K $9.4M
XLI
Industrial Sector Spdr

ETFs
14.5K
+ 61.43%
$147.94 - $154.99 $2.15M - $2.25M
38.2K $5.89M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7.11K
+ 113.25%
$301.44 - $365.84 $2.14M - $2.6M
13.4K $4.33M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
10.4K
+ 9.89%
$121.46 - $130.92 $1.27M - $1.36M
116K $15.1M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
41.9K
+ 14.01%
$47.11 - $48.77 $1.97M - $2.04M
341K $16.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
20.1K
+ 1.78%
$27.61 - $29.15 $554K - $585K
1.15M $33.4M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
14.9K
+ 2.91%
$36.93 - $40.55 $551K - $604K
527K $21.2M
SNA
Snap On Inc

Industrials
234
+ 0.41%
$313.01 - $346.53 $73.2K - $81.1K
57.8K $20M
CMF
Ishares California Muni Bond E

ETFs
30.3K
+ 12.65%
$55.16 - $57.13 $1.67M - $1.73M
270K $15.4M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
83.4K
+ 11.25%
$21.91 - $22.57 $1.83M - $1.88M
825K $18.5M
SPMD
Spdr Portfolio

ETFs
15.5K
+ 3.89%
$54.43 - $58.29 $843K - $903K
414K $23.7M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
30.6K
+ 8.85%
$41.5 - $43.83 $1.27M - $1.34M
377K $16.5M
CNC
Centene Corp

Healthcare
109K
+ 107.53%
$25.21 - $56.65 $2.74M - $6.15M
210K $7.48M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.3K
+ 10.84%
$100.37 - $100.74 $1.93M - $1.94M
197K $19.8M
EMHC
Spdr Bloomberg Emerging Market
62.4K
+ 13.66%
$24.31 - $25.33 $1.52M - $1.58M
519K $13.1M
WDC
Western Digital Corp

Technology
15.2K
New
$63.84 - $120.06 $973K - $1.83M
15.2K $1.83M
UNP
Union Pacific Corp

Industrials
4.86K
+ 5.21%
$214.91 - $237.16 $1.04M - $1.15M
98.2K $23.2M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
10.8K
+ 6.73%
$40.76 - $47.94 $442K - $520K
172K $8.24M
WMT
Walmart Inc.

Consumer Defensive
6.49K
+ 3.61%
$94.4 - $104.27 $613K - $677K
186K $19.2M
XLY
Select Sector Spdr Consumer Di

ETFs
5.89K
+ 64.39%
$216.09 - $242.18 $1.27M - $1.43M
15K $3.6M
GLW
Corning Inc

Technology
13.3K
+ 79.88%
$51.6 - $82.03 $685K - $1.09M
29.9K $2.45M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.71K
+ 4.74%
$82.22 - $96.68 $305K - $358K
81.9K $7.92M
XLE
Energy Sector Spdr

ETFs
16.8K
+ 168.47%
$84.25 - $91.99 $1.42M - $1.55M
26.8K $2.39M
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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