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
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
7.47K
+ 170.86%
$97.78 - $126.44 $730K - $944K
11.8K $1.26M
URA
Global X Uranium ETF

ETFs
18.4K
New
$20.26 - $38.81 $372K - $713K
18.4K $712K
APAM
Artisan Partners Asset Management Inc.

Financial Services
14.7K
+ 133.35%
$33.85 - $44.55 $499K - $656K
25.8K $1.14M
RPM
Rpm International Inc

Basic Materials
6.72K
+ 126.52%
$96.97 - $117.58 $652K - $790K
12K $1.32M
FEMB
First Tr ETF Emerging Markets

ETFs
24.4K
New
$26.01 - $28.88 $635K - $705K
24.4K $705K
MIDD
Middleby Corp

Industrials
5K
+ 237.38%
$124.01 - $154.76 $621K - $774K
7.11K $1.02M
FPE
First Tr Pfd Secs & Income ETF

ETFs
34.8K
+ 9.59%
$16.93 - $17.81 $589K - $620K
398K $7.08M
FCAL
First Tr Iii Calif Mun High In

ETFs
14.5K
+ 351.86%
$47.18 - $49.3 $686K - $716K
18.7K $895K
CALM
Cal Maine Foods Inc

Consumer Defensive
6.86K
New
$90.17 - $103.07 $618K - $707K
6.86K $683K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
17.1K
+ 31.24%
$35.3 - $37.51 $605K - $643K
72K $2.7M
THO
Thor Industries Inc

Consumer Cyclical
6.49K
+ 85.38%
$64.83 - $89.72 $421K - $582K
14.1K $1.25M
RRX
Regal Rexnord Corp

Industrials
4.24K
+ 221.96%
$94.06 - $147.0 $398K - $623K
6.14K $890K
DECK
Deckers Outdoor Corp

Consumer Cyclical
7.39K
+ 71.84%
$100.44 - $129.37 $743K - $957K
17.7K $1.82M
WELL
Welltower Inc.

Real Estate
4.32K
+ 40.12%
$136.49 - $155.22 $590K - $670K
15.1K $2.32M
CBT
Cabot Corp

Basic Materials
9.35K
+ 215.74%
$72.47 - $84.35 $677K - $788K
13.7K $1.03M
G
Genpact LTD

Technology
16.4K
+ 158.61%
$40.65 - $50.56 $668K - $830K
26.8K $1.18M
ROUS
Hartford Multifactor Us Equity

ETFs
12.1K
New
$45.36 - $53.69 $550K - $652K
12.1K $651K
AER
Aer Cap Holdings N.V.

Industrials
4.1K
+ 37.33%
$88.97 - $117.24 $365K - $481K
15.1K $1.77M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.55K
+ 1.04%
$36.02 - $41.92 $128K - $149K
346K $14.5M
CBOE
Cboe Global Markets, Inc.

Financial Services
2.62K
+ 67.46%
$205.81 - $234.23 $540K - $615K
6.51K $1.52M
OGE
Oge Energy Corp.

Utilities
14.6K
+ 277.89%
$42.23 - $46.38 $615K - $675K
19.8K $878K
AEIS
Advanced Energy Industries Inc

Industrials
3.35K
+ 65.69%
$79.03 - $133.84 $265K - $449K
8.46K $1.12M
VGSH
Vanguard

ETFs
10.7K
+ 37.39%
$58.32 - $58.95 $626K - $632K
39.4K $2.32M
SWX
Southwest Gas Holdings, Inc.

Utilities
8.37K
+ 264.1%
$66.91 - $76.44 $560K - $640K
11.5K $858K
MLI
Mueller Industries Inc

Industrials
7.9K
New
$68.45 - $79.6 $540K - $628K
7.9K $627K
NDAQ
Nasdaq, Inc.

Financial Services
3.73K
+ 17.34%
$66.4 - $89.42 $248K - $334K
25.2K $2.26M
DE
Deere & CO

Industrials
941
+ 25.55%
$412.99 - $531.48 $389K - $500K
4.62K $2.35M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
25.6K
New
$22.87 - $24.35 $585K - $623K
25.6K $622K
PBI
Pitney Bowes Inc

Industrials
52.5K
+ 204.48%
$7.81 - $10.94 $410K - $575K
78.2K $853K
GXO
Gxo Logistics, Inc.

Industrials
12.6K
New
$31.53 - $49.1 $396K - $616K
12.6K $611K
SANM
Sanmina Corp

Technology
5.39K
+ 145.93%
$67.3 - $98.07 $363K - $529K
9.09K $888K
MLM
Martin Marietta Materials Inc

Basic Materials
651
+ 18.62%
$452.51 - $568.19 $295K - $370K
4.15K $2.28M
DUOL
Duolingo, Inc.

Technology
1.21K
+ 113.39%
$292.88 - $540.68 $355K - $655K
2.28K $934K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
19K
New
$27.94 - $35.91 $530K - $682K
19K $599K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2.55K
+ 54.39%
$89.13 - $167.48 $228K - $428K
7.25K $1.1M
SYK
Stryker Corp

Healthcare
899
+ 8.74%
$337.37 - $395.63 $303K - $356K
11.2K $4.43M
NWN
Northwest Natural Holding CO

Utilities
15K
New
$39.62 - $44.11 $595K - $663K
15K $596K
PRA
Proassurance Corp

Financial Services
25.7K
New
$22.77 - $23.36 $585K - $601K
25.7K $587K
SKYW
Skywest Inc

Industrials
5.28K
+ 185.61%
$79.41 - $103.84 $419K - $548K
8.12K $835K
NGG
National Grid PLC

Utilities
1.81K
+ 3.54%
$62.74 - $74.79 $114K - $135K
53K $3.95M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
10.8K
+ 0.57%
$22.43 - $23.23 $241K - $250K
1.91M $44.4M
HUBB
Hubbell Inc

Industrials
1.2K
+ 109.92%
$315.94 - $408.41 $378K - $489K
2.29K $933K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
11.5K
New
$25.35 - $64.65 $290K - $740K
11.5K $570K
EME
Emcor Group, Inc.

Industrials
278
+ 10.9%
$342.02 - $534.89 $95.1K - $149K
2.83K $1.51M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.8K
+ 10.11%
$29.52 - $35.31 $318K - $380K
117K $4.13M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
10.1K
New
N/A
10.1K $564K
POWI
Power Integrations Inc

Technology
9.41K
+ 136.4%
$42.13 - $59.01 $396K - $555K
16.3K $911K
SSO
Proshares Ultra S&P 500

ETFs
4.94K
+ 92.28%
$64.8 - $97.72 $320K - $482K
10.3K $1.01M
TMDX
Trans Medics Group, Inc.

Healthcare
4.17K
New
$67.67 - $143.04 $282K - $597K
4.17K $558K
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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