Envestnet Portfolio Solutions, Inc. Purchases in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DOCU
Docusign, Inc.

Technology
798
+ 23.94%
$74.7 - $97.7 $59.6K - $78K
4.13K $336K
OGE
Oge Energy Corp.

Utilities
307
+ 6.22%
$39.76 - $46.32 $12.2K - $14.2K
5.24K $240K
ARB
Altshares Tr Merger Arbitrage

Industrials
938
+ 6.98%
$27.6 - $28.24 $25.9K - $26.5K
14.4K $406K
XLRE
Select Sector Spdr Tr Real Est

ETFs
362
+ 2.03%
$39.18 - $43.52 $14.2K - $15.8K
18.2K $760K
FTHI
First Trust Exchange Traded Fd

ETFs
7.8K
+ 8.02%
$21.62 - $23.74 $169K - $185K
105K $2.3M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
1.41K
+ 13.95%
$36.14 - $40.81 $50.8K - $57.4K
11.5K $425K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
1.05K
+ 12.21%
$25.39 - $26.03 $26.6K - $27.2K
9.61K $249K
ISMD
Northern Lts Fd Tr Iv

ETFs
1.7K
+ 20.93%
$33.87 - $38.9 $57.7K - $66.2K
9.84K $335K
FIW
First Trust Water ETF

ETFs
373
+ 5.17%
$99.48 - $106.74 $37.1K - $39.8K
7.59K $764K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
680
+ 7.09%
$47.47 - $48.84 $32.3K - $33.2K
10.3K $491K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
3.43K
+ 2.39%
$17.95 - $19.17 $61.6K - $65.8K
147K $2.66M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.35K
+ 11.51%
$54.51 - $63.63 $73.6K - $86K
13.1K $732K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
360
+ 2.42%
$96.18 - $109.82 $34.6K - $39.5K
15.2K $1.56M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
246
+ 3.4%
$47.27 - $50.52 $11.6K - $12.4K
7.48K $365K
UTZ
Utz Brands, Inc.

Consumer Defensive
2.41K
+ 20.12%
$13.18 - $15.15 $31.7K - $36.5K
14.4K $202K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
770
+ 10.79%
$49.93 - $56.52 $38.4K - $43.5K
7.9K $398K
MINO
Pimco ETF Tr Municipal Income

ETFs
310
+ 4.17%
$44.44 - $45.83 $13.8K - $14.2K
7.74K $346K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
392
+ 2.84%
$25.44 - $25.58 $9.97K - $10K
14.2K $363K
HFRO
Highland Income Fund\Ma

Financial Services
1.97K
+ 3.28%
$4.93 - $5.83 $9.69K - $11.5K
61.9K $321K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.77K
+ 9.41%
$81.62 - $96.63 $389K - $461K
55.4K $4.62M
UFPT
Ufp Technologies Inc

Healthcare
212
+ 25.82%
$198.85 - $285.04 $42.2K - $60.4K
1.03K $208K
HLNE
Hamilton Lane Inc

Financial Services
36
+ 1.92%
$137.87 - $170.18 $4.96K - $6.13K
1.91K $284K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.12K
+ 3.68%
$19.04 - $20.15 $21.4K - $22.6K
31.6K $601K
ILCB
Ishares Morningstar U.S. Equit

ETFs
199
+ 6.56%
$76.17 - $85.05 $15.2K - $16.9K
3.23K $249K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
72
+ 0.34%
$47.41 - $48.44 $3.41K - $3.49K
21.2K $1.01M
EDOW
First Tr Exchange Traded Fd

ETFs
47
+ 0.64%
$35.58 - $38.24 $1.67K - $1.8K
7.4K $268K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
19
+ 0.4%
$46.53 - $53.12 $884 - $1.01K
4.75K $223K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 7.61%
$89.18 - $104.04 $200K - $233K
31.7K $2.9M
Vanguard Wellington Fd
3.76K
New
N/A
3.76K $0
Talen Energy Corp
16.6K
New
N/A
16.6K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
5.84K
+ 50.21%
N/A
17.5K $0
YEAR
Ab Active Etfs Inc Ultra Short
6
+ 0.04%
N/A
14.9K $0
CGMS
Capital Grp Core Plus Income E
27.3K
+ 21.6%
N/A
154K $0
Dimensional ETF Trust
232
+ 1.74%
N/A
13.6K $0
Coherent Corp
169
+ 4.25%
N/A
4.15K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
660
+ 12.97%
N/A
5.75K $0
Advisors Inner Circle Fd Ii
15.8K
+ 9.46%
N/A
183K $0
Spdr Ser Tr
874K
+ 1316.58%
N/A
941K $0
Advisors Inner Circle Fd Ii
3.3K
+ 14.46%
N/A
26.1K $0
Advisors Inner Circle Fd Ii
17.3K
+ 28.08%
N/A
79.1K $0
Wisdomtree Tr
616
+ 9.37%
N/A
7.19K $0
Amplify ETF Tr
5.26K
New
N/A
5.26K $0
Capital Grp Fixed Incm ETF T
36.1K
+ 40.0%
N/A
126K $0
Capital Group New Geography
21.9K
New
N/A
21.9K $0
Astera Labs Inc
426
+ 9.42%
N/A
4.95K $0
Blackrock ETF Trust
9.2K
+ 6.5%
N/A
151K $0
T Rowe Price ETF Inc
8.34K
+ 20.29%
N/A
49.4K $0
Blackrock ETF Trust
288K
New
N/A
288K $0
Blackrock ETF Trust
5.2K
+ 5.79%
N/A
95K $0
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 Sold out 0 Options Calls 0 Puts 0
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