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
FPE
First Tr Pfd Secs & Income ETF

ETFs
73.5K
+ 18.48%
$17.81 - $18.39 $1.31M - $1.35M
471K $8.6M
JPIE
J P Morgan Exchange Traded Fd
32.4K
+ 33.14%
$46.01 - $46.55 $1.49M - $1.51M
130K $6.04M
ADI
Analog Devices Inc

Technology
3.85K
+ 5.26%
$220.68 - $255.63 $849K - $984K
77K $18.9M
FNDF
Schwab Fundamental Intl Large

ETFs
22.2K
+ 13.79%
$39.84 - $43.15 $884K - $957K
183K $7.86M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
18.6K
+ 25.41%
$64.17 - $68.19 $1.2M - $1.27M
92K $6.27M
META
Meta Platforms, Inc.

Communication Services
2.65K
+ 1.81%
$695.21 - $791.73 $1.84M - $2.1M
149K $109M
NUDM
Nuveen Esg International Devel

ETFs
16.2K
+ 4.36%
$34.72 - $37.63 $562K - $609K
388K $14.6M
ALV
Autoliv Inc

Consumer Cyclical
11.1K
New
$110.31 - $127.65 $1.23M - $1.42M
11.1K $1.38M
IGLB
Ishares 10+ Year Investment Gr

ETFs
23.2K
+ 18.13%
$48.96 - $52.08 $1.14M - $1.21M
151K $7.79M
COP
Conocophillips

Energy
6.41K
+ 4.13%
$91.0 - $98.99 $584K - $635K
162K $15.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.3K
+ 11.48%
$26.38 - $27.95 $1.04M - $1.1M
381K $10.4M
WEC
Wec Energy Group, Inc.

Utilities
7K
+ 14.96%
$103.66 - $114.59 $726K - $802K
53.8K $6.16M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
76K
+ 75.63%
$38.58 - $58.24 $2.93M - $4.42M
176K $6.91M
XLK
Technology Sector Spdr

ETFs
1.92K
+ 7.93%
$250.97 - $282.66 $482K - $543K
26.2K $7.37M
PEP
Pepsico Inc

Consumer Defensive
2.78K
+ 2.89%
$133.81 - $152.16 $371K - $422K
98.7K $13.9M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
12.3K
+ 13.4%
$60.01 - $65.01 $736K - $797K
104K $6.74M
ST
Sensata Technologies Holding PLC

Technology
38.1K
New
$29.37 - $33.52 $1.12M - $1.28M
38.1K $1.16M
EVRG
Evergy, Inc.

Utilities
3.27K
+ 2.57%
$67.73 - $76.02 $221K - $248K
130K $9.92M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.94K
+ 3.78%
$67.1 - $74.29 $331K - $367K
136K $9.97M
VEEV
Veeva Systems Inc

Healthcare
2.93K
+ 14.71%
$269.2 - $297.91 $789K - $873K
22.9K $6.81M
CPRT
Copart Inc

Consumer Cyclical
34K
+ 29.62%
$44.6 - $49.97 $1.52M - $1.7M
149K $6.69M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
15.3K
+ 5.76%
$52.55 - $54.37 $802K - $830K
280K $15.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
21.2K
+ 6.35%
$39.58 - $40.74 $840K - $865K
355K $14.4M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
13.5K
+ 10.4%
$37.04 - $40.86 $501K - $552K
144K $5.84M
CGGO
Capital Group Global Growth Eq

ETFs
23.4K
+ 27.18%
$31.71 - $34.17 $743K - $801K
110K $3.75M
JBBB
Janus Detroit Str Tr Henderson

ETFs
20K
+ 41.28%
$48.04 - $48.61 $962K - $974K
68.6K $3.3M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
8.07K
+ 289.17%
$118.35 - $142.11 $954K - $1.15M
10.9K $1.35M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
18.2K
+ 8.6%
$45.26 - $46.63 $825K - $850K
230K $10.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.7K
New
$70.77 - $73.59 $897K - $933K
12.7K $929K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
16.9K
New
$51.7 - $54.73 $874K - $925K
16.9K $924K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.79K
+ 5.04%
$84.28 - $89.46 $403K - $428K
99.7K $8.87M
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
38.3K
+ 26.71%
$23.21 - $23.49 $889K - $899K
182K $4.26M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18.2K
+ 10.39%
$31.79 - $33.42 $578K - $608K
193K $6.46M
TDIV
First Trust Nasdaq Technology

ETFs
2.86K
+ 4.13%
$89.27 - $100.33 $255K - $287K
72.1K $7.1M
AVEM
American Centy ETF Tr Avantis

ETFs
9.57K
+ 43.19%
$68.33 - $75.41 $654K - $722K
31.7K $2.38M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
31.9K
+ 122.39%
$18.0 - $24.76 $574K - $790K
57.9K $1.43M
TFC
Truist Financial Corp

Financial Services
13.1K
+ 15.81%
$42.83 - $47.07 $560K - $616K
95.8K $4.38M
DHI
Horton D R Inc

Consumer Cyclical
2.63K
+ 29.48%
$129.82 - $184.04 $342K - $484K
11.6K $1.96M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.77K
+ 3.57%
$81.75 - $84.54 $553K - $572K
196K $16.5M
KRE
Spdr S&P Regional Banking ETF

ETFs
12.6K
New
$58.82 - $66.17 $739K - $831K
12.6K $795K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.99K
+ 1.51%
$85.93 - $92.12 $171K - $183K
134K $12.2M
IHF
Ishares Tr

ETFs
15.4K
New
$40.81 - $49.43 $629K - $762K
15.4K $761K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
35.6K
+ 7.32%
$20.84 - $21.03 $741K - $748K
521K $10.9M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
12.3K
+ 7.45%
$44.82 - $46.28 $552K - $570K
177K $8.17M
URA
Global X Uranium ETF

ETFs
10.5K
+ 57.1%
$36.45 - $50.4 $382K - $529K
28.9K $1.38M
BA
Boeing CO

Industrials
2.3K
+ 9.27%
$209.79 - $237.38 $483K - $547K
27.2K $5.86M
AMZN
Amazon Com Inc

Consumer Cyclical
2.51K
+ 0.46%
$211.65 - $238.24 $531K - $598K
553K $121M
VBR
Vanguard Small Cap Value ETF

ETFs
2.86K
+ 87.01%
$195.41 - $212.37 $559K - $607K
6.15K $1.28M
TBBK
Bancorp, Inc.

Financial Services
8.46K
New
$58.16 - $79.6 $492K - $674K
8.46K $633K
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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