Envestnet Portfolio Solutions, Inc. Purchases in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLBE
Global E Online Ltd.

Consumer Cyclical
5.4K
New
$35.95 - $57.07 $194K - $308K
5.4K $294K
ROK
Rockwell Automation, Inc

Industrials
728
+ 14.59%
$264.65 - $302.92 $193K - $221K
5.72K $1.63M
GLOB
Globant S.A.

Technology
701
+ 8.12%
$193.45 - $236.83 $136K - $166K
9.34K $2M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.73K
New
$67.53 - $85.82 $252K - $320K
3.73K $291K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.78K
+ 64.49%
$40.86 - $43.42 $277K - $295K
17.3K $724K
CGXU
Capital Group Intl Focus Equit

ETFs
11.6K
New
$24.67 - $26.94 $287K - $313K
11.6K $286K
AZO
Autozone Inc

Consumer Cyclical
82
+ 18.85%
$2981.19 - $3370.27 $244K - $276K
517 $1.66M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
10.4K
New
$24.92 - $32.79 $258K - $340K
10.4K $284K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.28K
+ 31.5%
$47.58 - $48.56 $299K - $305K
26.2K $1.25M
JHG
Janus Henderson Group PLC

Financial Services
6.59K
New
$37.65 - $45.66 $248K - $301K
6.59K $280K
PCTY
Paylocity Holding Corp

Technology
665
+ 15.75%
$162.14 - $213.79 $108K - $142K
4.89K $974K
JPIE
J P Morgan Exchange Traded Fd
6.75K
+ 16.76%
$45.59 - $46.25 $308K - $312K
47K $2.14M
CYBR
Cyber Ark Software Ltd.

Technology
471
+ 16.8%
$274.1 - $333.15 $129K - $157K
3.27K $1.09M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
4.47K
New
$59.58 - $63.93 $266K - $286K
4.47K $273K
TXN
Texas Instruments Inc

Technology
1.4K
+ 2.63%
N/A
54.6K $10.6M
ZBRA
Zebra Technologies Corp

Technology
77
+ 0.51%
$360.09 - $411.94 $27.7K - $31.7K
15.3K $5.91M
CG
Carlyle Group Inc.

Financial Services
4.13K
+ 48.84%
$43.2 - $54.81 $179K - $226K
12.6K $635K
SONY
Sony Group Corp

Technology
132K
+ 394.6%
$17.53 - $96.8 $2.32M - $12.8M
166K $3.5M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
263
+ 2.54%
$193.7 - $235.05 $50.9K - $61.8K
10.6K $2.43M
DASH
Door Dash, Inc.

Communication Services
594
+ 8.99%
$141.93 - $180.48 $84.3K - $107K
7.21K $1.21M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
7.33K
+ 61.6%
$37.86 - $39.07 $277K - $286K
19.2K $729K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.18K
+ 20.12%
$127.59 - $153.41 $151K - $181K
7.05K $1.02M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
18.5K
+ 10.29%
$67.29 - $73.38 $1.25M - $1.36M
199K $13.5M
VCEL
Vericel Corp

Healthcare
4.75K
New
$40.05 - $59.11 $190K - $281K
4.75K $260K
XPO
Xpo Logistics, Inc.

Industrials
703
+ 9.94%
$105.35 - $158.2 $74.1K - $111K
7.77K $1.02M
AKAM
Akamai Technologies Inc

Technology
2.8K
+ 41.01%
N/A
9.62K $873K
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.32K
+ 42.52%
$60.24 - $63.08 $260K - $273K
14.5K $877K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
695
+ 7.0%
$101.51 - $140.63 $70.5K - $97.7K
10.6K $1.33M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.1K
+ 11.14%
$30.04 - $32.01 $183K - $195K
60.9K $1.91M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.22K
New
$108.0 - $116.52 $240K - $259K
2.22K $249K
MASI
Masimo Corp

Healthcare
1.51K
New
$132.43 - $177.7 $199K - $267K
1.51K $248K
ILCB
Ishares Morningstar U.S. Equit

ETFs
3.03K
New
$78.43 - $84.56 $238K - $256K
3.03K $246K
STWD
Starwood Property Trust, Inc.

Real Estate
13K
New
$18.95 - $20.37 $247K - $265K
13K $246K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.87K
+ 4.26%
N/A
70.2K $6.03M
FENY
Fidelity Covington Tr Msci Ene

ETFs
10.3K
New
$23.14 - $26.91 $239K - $277K
10.3K $245K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
40.2K
+ 2.78%
$22.39 - $23.45 $901K - $944K
1.49M $34.1M
FCOM
Fidelity Covington Tr Msci Com

ETFs
4.15K
New
$54.65 - $61.96 $227K - $257K
4.15K $243K
AROC
Archrock, Inc.

Energy
9.73K
New
$19.92 - $26.66 $194K - $259K
9.73K $242K
QLD
Proshares Ultra Qqq

ETFs
1.77K
+ 26.47%
$97.85 - $120.25 $173K - $213K
8.45K $914K
PBP
Invesco Exchange Traded Fd Tr

ETFs
10.1K
New
$22.51 - $23.75 $227K - $240K
10.1K $238K
PJT
Pjt Partners Inc.

Financial Services
1.51K
New
$132.4 - $167.36 $200K - $253K
1.51K $238K
ACM
Aecom

Industrials
1.97K
+ 27.18%
$101.97 - $116.97 $201K - $231K
9.24K $986K
GTES
Gates Industrial Corp PLC

Industrials
8.53K
+ 41.94%
$17.3 - $22.93 $148K - $196K
28.9K $593K
TT
Trane Technologies PLC

Industrials
1.28K
+ 10.56%
$369.35 - $419.14 $472K - $535K
13.4K $4.94M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.49K
+ 23.65%
$184.21 - $199.29 $275K - $298K
7.81K $1.44M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
6.37K
New
$36.3 - $37.43 $231K - $238K
6.37K $236K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
3.38K
+ 4.11%
$32.89 - $36.52 $111K - $123K
85.7K $2.99M
CORP
Pimco Investment Grade Corp Bd

ETFs
2.46K
New
$95.1 - $99.41 $234K - $244K
2.46K $233K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.25K
New
$75.41 - $112.24 $170K - $252K
2.25K $231K
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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