Envestnet Portfolio Solutions, Inc. Incresed Positions in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
2.65K
+ 20.66%
$40.42 - $46.7 $107K - $124K
15.5K $709K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
2.44K
+ 9.3%
$46.88 - $48.92 $114K - $119K
28.6K $1.4M
ADC
Agree Realty Corp

Real Estate
397
+ 4.02%
$61.47 - $76.71 $24.4K - $30.5K
10.3K $773K
GLW
Corning Inc

Technology
1.2K
+ 7.07%
$37.76 - $46.2 $45.4K - $55.5K
18.2K $822K
THO
Thor Industries Inc

Consumer Cyclical
270
+ 3.33%
$91.4 - $109.97 $24.7K - $29.7K
8.37K $919K
FSMD
Fidelity Covington Tr Small Mi

ETFs
3.22K
+ 46.19%
$37.22 - $41.47 $120K - $134K
10.2K $422K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
99
+ 2.71%
$386.81 - $423.12 $38.3K - $41.9K
3.75K $1.59M
FLGV
Franklin Templeton ETF Trfrank

ETFs
7.18K
+ 62.1%
$20.11 - $21.26 $144K - $153K
18.8K $394K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3.39K
+ 28.19%
$35.7 - $41.13 $121K - $139K
15.4K $622K
FNV
Franco Nevada Corp

Basic Materials
930
+ 12.89%
$116.95 - $131.12 $109K - $122K
8.14K $1.01M
BURL
Burlington Stores, Inc.

Consumer Cyclical
249
+ 6.6%
$233.02 - $278.99 $58K - $69.5K
4.02K $1.06M
HUBB
Hubbell Inc

Industrials
32
+ 1.42%
$355.55 - $428.48 $11.4K - $13.7K
2.29K $978K
WAFD
Washington Federal Inc

Financial Services
1.94K
+ 14.2%
$27.9 - $36.89 $54.1K - $71.6K
15.6K $543K
SLAB
Silicon Laboratories Inc.

Technology
961
+ 11.74%
$94.31 - $125.1 $90.6K - $120K
9.15K $1.06M
BYD
Boyd Gaming Corp

Consumer Cyclical
1.68K
+ 37.2%
$53.72 - $65.35 $90.2K - $110K
6.19K $400K
DJP
Barclays Bank PLC

ETFs
4.19K
+ 6.37%
$32.3 - $32.3 $135K - $135K
70K $2.26M
FUL
Fuller H B CO

Basic Materials
1.52K
+ 13.02%
$75.6 - $86.2 $115K - $131K
13.2K $1.05M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
514
+ 3.6%
$58.35 - $66.29 $30K - $34.1K
14.8K $979K
PNW
Pinnacle West Capital Corp

Utilities
926
+ 17.26%
$75.52 - $91.31 $69.9K - $84.6K
6.29K $557K
CPT
Camden Property Trust

Real Estate
21
+ 0.21%
$107.5 - $126.88 $2.26K - $2.66K
10.1K $1.25M
ZWS
Zurn Water Solutions Corp

Industrials
13
+ 0.06%
$28.61 - $35.94 $372 - $467
22.6K $810K
SQ
Block, Inc.

Technology
1.84K
+ 19.4%
$57.21 - $72.07 $105K - $132K
11.3K $758K
XYL
Xylem Inc.

Industrials
1.15K
+ 9.0%
$126.14 - $141.53 $146K - $163K
14K $1.89M
ENOV
Enovis Corp

Industrials
3.88K
+ 42.98%
$40.57 - $48.1 $157K - $187K
12.9K $555K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.71K
+ 4.82%
$46.29 - $48.52 $79.3K - $83.2K
37.2K $1.8M
CFG
Citizens Financial Group Inc

Financial Services
2.01K
+ 16.0%
$35.24 - $43.24 $70.7K - $86.7K
14.5K $597K
NUSC
Nuveen Esg Small Cap ETF

ETFs
191
+ 0.49%
$38.89 - $42.97 $7.43K - $8.21K
39.5K $1.69M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
11K
+ 83.78%
$11.52 - $12.52 $127K - $138K
24.1K $297K
EIX
Edison International

Utilities
104
+ 1.16%
$71.19 - $87.72 $7.4K - $9.12K
9.09K $791K
BCS
Barclays PLC

Financial Services
5.52K
+ 10.16%
$10.59 - $12.45 $58.4K - $68.7K
59.8K $726K
AYI
Acuity Brands Inc

Industrials
172
+ 6.02%
$222.88 - $275.47 $38.3K - $47.4K
3.03K $833K
DORM
Dorman Products, Inc.

Consumer Cyclical
429
+ 10.09%
$87.27 - $117.5 $37.4K - $50.4K
4.68K $529K
DLR
Digital Realty Trust, Inc.

Real Estate
338
+ 3.86%
$144.47 - $162.98 $48.8K - $55.1K
9.1K $1.47M
GNR
Spdr S&P Global Natural Resour

ETFs
2.22K
+ 42.45%
$53.02 - $57.84 $118K - $128K
7.45K $429K
ROAD
Construction Partners, Inc.

Industrials
795
+ 14.09%
$53.22 - $76.29 $42.3K - $60.7K
6.44K $449K
XYLD
Global X Fds S&P 500 Covered C

ETFs
3.11K
+ 41.94%
$38.49 - $41.61 $120K - $129K
10.5K $436K
IP
International Paper CO

Consumer Cyclical
378
+ 1.82%
$42.55 - $49.98 $16.1K - $18.9K
21.1K $1.03M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.09K
+ 21.7%
$30.74 - $34.07 $95.1K - $105K
17.4K $591K
TOL
Toll Brothers, Inc.

Consumer Cyclical
269
+ 11.3%
$109.16 - $155.35 $29.4K - $41.8K
2.65K $409K
FR
First Industrial Realty Trust Inc

Real Estate
857
+ 8.39%
$47.13 - $56.97 $40.4K - $48.8K
11.1K $619K
UNF
Unifirst Corp

Industrials
315
+ 11.98%
$164.34 - $198.74 $51.8K - $62.6K
2.95K $585K
MUSA
Murphy Usa Inc.

Consumer Cyclical
188
+ 11.31%
$452.85 - $536.35 $85.1K - $101K
1.85K $910K
NTAP
Net App, Inc.

Technology
1.99K
+ 9.08%
$114.18 - $134.62 $227K - $268K
23.9K $2.95M
MGM
Mgm Resorts International

Consumer Cyclical
6.47K
+ 28.23%
$34.07 - $46.78 $220K - $302K
29.4K $1.15M
CHH
Choice Hotels International Inc

Consumer Cyclical
517
+ 9.49%
$117.06 - $133.72 $60.5K - $69.1K
5.97K $777K
IXC
Ishares Tr Global Energy ETF

ETFs
5.98K
+ 5.41%
$38.94 - $42.35 $233K - $253K
116K $4.71M
FNDF
Schwab Fundamental Intl Large

ETFs
3.06K
+ 51.74%
$33.67 - $37.71 $103K - $115K
8.97K $335K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.57K
+ 14.58%
$33.44 - $37.39 $85.8K - $95.9K
20.2K $729K
HRB
H&R Block Inc

Consumer Cyclical
916
+ 12.58%
$52.99 - $66.6 $48.5K - $61K
8.2K $520K
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
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