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
TTE
Total Energies Se

Energy
3.15K
+ 4.94%
N/A
67.1K $4.6M
HSBC
Hsbc Holdings PLC

Financial Services
1.92K
+ 24.94%
$60.27 - $70.98 $116K - $136K
9.61K $682K
LEN
Lennar Corp

Consumer Cyclical
665
+ 7.83%
$107.73 - $142.4 $71.6K - $94.7K
9.16K $1.15M
PTCT
Ptc Therapeutics, Inc.

Healthcare
3.45K
New
$43.3 - $62.88 $150K - $217K
3.45K $211K
IVZ
Invesco Ltd.

Financial Services
5.27K
+ 42.18%
$16.17 - $23.0 $85.1K - $121K
17.7K $407K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.76K
New
$109.47 - $119.06 $193K - $209K
1.76K $208K
CALX
Calix, Inc

Technology
3.38K
New
$50.08 - $64.04 $169K - $216K
3.38K $207K
SQ
Block, Inc.

Technology
3.62K
+ 4.66%
N/A
81.1K $4.64M
IJS
Ishares S&P Smallcap 600 Value

ETFs
301
+ 1.93%
$98.99 - $112.2 $29.8K - $33.8K
15.9K $1.75M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.42K
New
$132.51 - $145.94 $188K - $207K
1.42K $205K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.71K
New
$70.85 - $76.96 $192K - $209K
2.71K $205K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
5.25K
New
$37.73 - $38.9 $198K - $204K
5.25K $204K
CRDO
Credo Technology Group Holding LTD

Technology
1.39K
New
$87.59 - $172.31 $122K - $239K
1.39K $202K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 32.3%
$128.6 - $136.01 $166K - $175K
5.28K $714K
QQJG
Invesco Exchange Traded Fd Tr

ETFs
3.42K
+ 8.21%
$24.6 - $27.57 $84K - $94.2K
45K $1.22M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
205
+ 3.34%
$138.31 - $165.45 $28.4K - $33.9K
6.34K $1.05M
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.12K
+ 2.71%
$40.43 - $44.52 $45.2K - $49.7K
42.3K $1.87M
AGNC
Agnc Investment Corp.

Real Estate
12.3K
+ 11.74%
$9.2 - $10.37 $113K - $127K
117K $1.15M
DAL
Delta Air Lines, Inc.

Industrials
431
+ 2.05%
$49.0 - $61.97 $21.1K - $26.7K
21.5K $1.22M
AMWD
American Woodmark Corp

Consumer Cyclical
1.95K
+ 50.75%
$52.29 - $69.64 $102K - $136K
5.8K $387K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
9.01K
+ 22.69%
$20.07 - $20.17 $181K - $182K
48.7K $979K
EA
Electronic Arts Inc.

Communication Services
94
+ 2.46%
$147.79 - $202.05 $13.9K - $19K
3.92K $790K
TRMB
Trimble Inc.

Technology
1.92K
+ 51.49%
$76.46 - $85.24 $147K - $163K
5.64K $460K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
167
+ 0.03%
$52.39 - $53.11 $8.75K - $8.87K
617K $32.7M
DUOL
Duolingo, Inc.

Technology
1.17K
+ 51.25%
$271.18 - $403.06 $317K - $471K
3.45K $1.11M
UDI
Uscf ETF Tr Divid Income Fd

ETFs
3.49K
+ 7.68%
$29.73 - $31.41 $104K - $109K
48.9K $1.53M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
38
+ 0.75%
$567.09 - $607.37 $21.5K - $23.1K
5.12K $3.05M
GMAB
Genmab A/S

Healthcare
1.66K
+ 14.21%
$20.3 - $30.67 $33.6K - $50.8K
13.3K $408K
RBLX
Roblox Corp

Communication Services
337
+ 9.86%
$100.65 - $141.56 $33.9K - $47.7K
3.75K $520K
CUBE
Cube Smart

Real Estate
4.6K
+ 28.82%
$38.71 - $43.34 $178K - $200K
20.6K $836K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
2.67K
+ 22.79%
$44.76 - $47.49 $119K - $127K
14.4K $682K
MGC
Vanguard Mega Cap ETF

ETFs
221
+ 4.11%
$224.2 - $245.55 $49.5K - $54.3K
5.59K $1.37M
REZ
Ishares Tr Residential And Mul

ETFs
1.62K
+ 22.45%
$81.06 - $85.23 $131K - $138K
8.84K $751K
KWR
Quaker Chemical Corp

Basic Materials
770
+ 29.06%
$114.42 - $145.36 $88.1K - $112K
3.42K $450K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
6.02K
+ 36.94%
$22.06 - $23.31 $133K - $140K
22.3K $512K
CFG
Citizens Financial Group Inc

Financial Services
1.25K
+ 12.04%
$46.1 - $53.65 $57.5K - $67K
11.6K $617K
PBRA
Petroleo Bras Ads (Ea Reptg 2
11.6K
New
N/A
11.6K $152K
BBUS
J P Morgan Exchg Traded Fd

ETFs
808
+ 13.04%
$111.77 - $121.28 $90.3K - $98K
7K $844K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
305
+ 0.94%
$50.7 - $54.86 $15.5K - $16.7K
32.7K $1.79M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 27.04%
$102.17 - $110.66 $110K - $119K
5.07K $560K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
54
+ 0.34%
$131.47 - $143.64 $7.1K - $7.76K
15.9K $2.25M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
150
+ 19.79%
$473.44 - $553.71 $71K - $83.1K
908 $496K
ACHR
Archer Aviation Inc.

Industrials
14.7K
New
$8.25 - $13.4 $121K - $197K
14.7K $140K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
2.22K
+ 42.16%
$47.78 - $52.76 $106K - $117K
7.49K $390K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.21K
+ 36.57%
$53.93 - $57.58 $119K - $127K
8.27K $466K
TXT
Textron Inc

Industrials
1.21K
+ 14.75%
$77.02 - $87.21 $93.3K - $106K
9.43K $796K
APLE
Apple Hospitality Reit, Inc.

Real Estate
11K
New
$11.53 - $13.17 $127K - $145K
11K $132K
PR
Permian Resources Corporation

Energy
10K
New
$12.8 - $14.51 $128K - $145K
10K $128K
BWA
Borgwarner Inc

Consumer Cyclical
356
+ 3.36%
$34.53 - $44.44 $12.3K - $15.8K
10.9K $480K
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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