Envestnet Portfolio Solutions, Inc. Incresed Positions in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
11.1K
+ 70.68%
$28.46 - $34.53 $317K - $384K
26.9K $764K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
8.85K
+ 5.23%
$20.83 - $21.52 $184K - $190K
178K $3.83M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
4.93K
+ 30.87%
$49.6 - $50.28 $245K - $248K
20.9K $1.05M
ITA
Ishares Tr

ETFs
1.53K
+ 79.16%
$144.84 - $159.5 $221K - $244K
3.46K $529K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.91K
+ 102.69%
$41.74 - $43.57 $247K - $258K
11.7K $491K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
627
+ 0.18%
$27.01 - $28.54 $16.9K - $17.9K
354K $9.9M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
6.2K
+ 43.91%
$36.86 - $39.26 $228K - $243K
20.3K $766K
G
Genpact LTD

Technology
3.85K
+ 59.16%
$42.88 - $55.54 $165K - $214K
10.4K $521K
SHV
Ishares Tr

ETFs
2.09K
+ 10.33%
$110.11 - $110.51 $230K - $231K
22.3K $2.46M
SLV
I Shares Silver Trust

ETFs
3.64K
+ 13.73%
$26.93 - $31.32 $98K - $114K
30.1K $933K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
7.5K
+ 28.39%
$32.39 - $34.01 $243K - $255K
33.9K $1.1M
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
7.53K
+ 5.78%
$22.89 - $23.3 $172K - $175K
138K $3.21M
MKTX
Marketaxess Holdings Inc

Financial Services
1.98K
+ 9.23%
$189.81 - $226.47 $376K - $448K
23.4K $5.07M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.31K
+ 19.04%
$50.25 - $55.9 $267K - $297K
33.2K $1.71M
VRT
Vertiv Holdings CO

Industrials
2.47K
+ 2.81%
N/A
90.3K $7.82M
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.83K
+ 17.22%
$58.79 - $65.0 $225K - $249K
26.1K $1.55M
GBIL
Goldman Sachs Access Treasury

ETFs
1.73K
+ 4.66%
$99.85 - $100.19 $173K - $173K
38.8K $3.89M
OVV
Ovintiv Inc.

Energy
3.81K
+ 71.94%
$37.84 - $45.91 $144K - $175K
9.11K $390K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
6.64K
+ 11.91%
$28.04 - $28.63 $186K - $190K
62.4K $1.75M
CGGO
Capital Group Global Growth Eq

ETFs
11.1K
+ 6.56%
$28.33 - $30.84 $316K - $343K
181K $5.13M
HOOD
Robinhood Markets, Inc.

Technology
3.11K
+ 36.86%
$35.63 - $65.28 $111K - $203K
11.5K $480K
EQR
Equity Residential

Real Estate
2.3K
+ 52.58%
$66.98 - $75.02 $154K - $172K
6.67K $477K
CNC
Centene Corp

Healthcare
2.53K
+ 3.48%
$55.93 - $65.89 $142K - $167K
75.1K $4.56M
FDMO
Fidelity Covington Tr Momentum

ETFs
4.03K
+ 17.98%
$63.36 - $74.35 $255K - $299K
26.4K $1.72M
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.44K
+ 12.49%
$21.28 - $35.62 $30.5K - $51.1K
12.9K $460K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8.41K
+ 11.95%
$18.54 - $18.88 $156K - $159K
78.7K $1.47M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.22K
+ 38.87%
$120.07 - $144.17 $147K - $176K
4.37K $542K
FSEC
Fidel Merrimack Str Tr

ETFs
3.32K
+ 47.65%
$41.92 - $43.78 $139K - $145K
10.3K $447K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.45K
+ 9.97%
$59.78 - $60.03 $147K - $147K
27K $1.62M
QDPL
Pacer Fds Tr Metaurus Us Large
4.79K
+ 35.75%
$36.5 - $40.04 $175K - $192K
18.2K $663K
FLGV
Franklin Templeton ETF Trfrank

ETFs
6.54K
+ 22.37%
$19.92 - $20.57 $130K - $134K
35.8K $735K
GLDM
World Gold Trust

ETFs
919
+ 10.11%
$52.19 - $61.89 $48K - $56.9K
10K $619K
BKR
Baker Hughes CO

Energy
1.02K
+ 3.0%
$41.16 - $48.85 $41.9K - $49.7K
34.9K $1.53M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
305
+ 5.75%
$111.19 - $129.47 $33.9K - $39.5K
5.61K $726K
ATI
Allegheny Technologies Inc

Industrials
4.13K
+ 17.24%
$50.0 - $65.86 $206K - $272K
28.1K $1.46M
FQAL
Fidelity Covington Tr Quality

ETFs
2.5K
+ 13.61%
$63.12 - $69.13 $158K - $173K
20.8K $1.34M
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.8K
+ 39.4%
$37.42 - $41.14 $105K - $115K
9.92K $406K
PEAK
Healthpeak Properties, Inc.

Real Estate
6.87K
+ 16.15%
N/A
49.4K $937K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
5.24K
+ 5.91%
$24.07 - $24.5 $126K - $128K
93.8K $2.27M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.93K
+ 8.18%
$50.17 - $51.45 $147K - $150K
38.7K $1.95M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.82K
+ 2.64%
$49.22 - $51.73 $89.3K - $93.9K
70.5K $3.56M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
4.57K
+ 1.79%
$21.05 - $21.54 $96.3K - $98.5K
260K $5.5M
BMI
Badger Meter Inc

Technology
761
+ 46.54%
$189.49 - $221.51 $144K - $169K
2.4K $455K
GRMN
Garmin LTD

Technology
165
+ 2.52%
$204.55 - $241.93 $33.8K - $39.9K
6.72K $1.46M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
424
+ 0.24%
$100.34 - $100.68 $42.5K - $42.7K
179K $18M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.76K
+ 17.49%
$56.63 - $59.39 $99.7K - $105K
11.8K $681K
PBI
Pitney Bowes Inc

Industrials
7.68K
+ 42.68%
$7.03 - $10.86 $54K - $83.4K
25.7K $232K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.02K
+ 21.01%
$42.18 - $45.16 $85.2K - $91.3K
11.6K $515K
IDV
Ishares Tr

ETFs
1.9K
+ 19.93%
$27.0 - $31.7 $51.4K - $60.3K
11.4K $355K
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email