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
DFSD
Dimensional ETF Tr Short Durat

ETFs
872
+ 1.1%
$46.74 - $47.55 $40.8K - $41.5K
80.1K $3.81M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.31K
+ 22.2%
$53.99 - $58.43 $70.8K - $76.6K
7.22K $415K
FV
First Trust Dorsey Wright Focu

ETFs
3.59K
+ 13.14%
$53.91 - $63.03 $194K - $226K
30.9K $1.7M
SSO
Proshares Ultra S&P 500

ETFs
1.44K
+ 36.8%
$80.57 - $100.21 $116K - $144K
5.35K $442K
VAW
Vanguard Materials ETF

ETFs
323
+ 1.81%
$185.71 - $202.46 $60K - $65.4K
18.2K $3.43M
HMN
Horace Mann Educators Corp

Financial Services
1.32K
+ 23.02%
$36.56 - $43.12 $48.1K - $56.7K
7.03K $300K
CLX
Clorox CO

Consumer Defensive
3.16K
+ 12.27%
$141.76 - $162.89 $448K - $515K
28.9K $4.26M
HYMU
Blackrock ETF Tr Ii High Yield
2.78K
+ 13.64%
$22.43 - $23.19 $62.3K - $64.4K
23.1K $531K
SHYD
Vaneck Short High Yield Muni E

ETFs
3.12K
+ 18.58%
$22.46 - $22.9 $70K - $71.4K
19.9K $447K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
714
+ 13.29%
$333.37 - $384.99 $238K - $275K
6.09K $2.04M
FSMD
Fidelity Covington Tr Small Mi

ETFs
2.59K
+ 16.69%
$38.04 - $43.22 $98.3K - $112K
18.1K $707K
IGM
Ishares Expanded Tech Sector E

ETFs
1.01K
+ 47.09%
$90.67 - $108.46 $91.8K - $110K
3.16K $286K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
818
+ 2.21%
$46.26 - $47.48 $37.8K - $38.8K
37.8K $1.79M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
967
+ 1.01%
$50.87 - $51.09 $49.2K - $49.4K
96.9K $4.95M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
825
+ 35.02%
$103.96 - $122.36 $85.8K - $101K
3.18K $339K
TRGP
Targa Resources Corp.

Energy
111
+ 5.76%
$178.44 - $217.22 $19.8K - $24.1K
2.04K $408K
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.5K
+ 29.29%
$38.51 - $45.32 $96.4K - $113K
11.1K $432K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
920
+ 2.47%
$40.79 - $42.32 $37.5K - $38.9K
38.2K $1.61M
TDS
Telephone & Data Systems Inc

Communication Services
892
+ 14.83%
$32.18 - $40.31 $28.7K - $36K
6.91K $267K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1.22K
+ 9.39%
$28.66 - $31.72 $35K - $38.8K
14.2K $437K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.21K
+ 17.09%
$51.3 - $56.76 $62K - $68.6K
8.28K $438K
AROC
Archrock, Inc.

Energy
1.54K
+ 15.79%
$22.72 - $30.34 $34.9K - $46.6K
11.3K $295K
DBND
Doubleline ETF Tr Opportunisti

ETFs
998
+ 22.41%
$44.88 - $46.36 $44.8K - $46.3K
5.45K $251K
LUMN
Lumen Technologies, Inc.

Communication Services
19.2K
+ 92.15%
$3.92 - $5.92 $75.3K - $114K
40.1K $157K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
1.03K
+ 5.38%
$38.0 - $38.88 $39.3K - $40.2K
20.3K $774K
UDI
Uscf ETF Tr Divid Income Fd

ETFs
672
+ 1.33%
$28.46 - $30.45 $19.1K - $20.5K
51.3K $1.51M
DVAX
Dynavax Technologies Corp

Healthcare
3.2K
+ 31.13%
$12.39 - $14.4 $39.6K - $46K
13.5K $174K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
3.38K
+ 26.15%
$21.56 - $25.08 $72.8K - $84.6K
16.3K $351K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.25K
+ 8.78%
$55.58 - $62.24 $69.5K - $77.8K
15.5K $874K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.23K
+ 19.37%
$54.9 - $62.36 $67.3K - $76.4K
7.55K $419K
SKY
Skyline Champion Corp

Consumer Cyclical
172
+ 5.44%
$85.72 - $108.14 $14.7K - $18.6K
3.34K $316K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
1.92K
+ 8.51%
$20.07 - $20.16 $38.4K - $38.6K
24.4K $490K
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
FMHI
First Tr ETF Iii Municipal Hig

ETFs
680
+ 7.09%
$47.47 - $48.84 $32.3K - $33.2K
10.3K $491K
FIW
First Trust Water ETF

ETFs
373
+ 5.17%
$99.48 - $106.74 $37.1K - $39.8K
7.59K $764K
CTRE
Care Trust Reit, Inc.

Real Estate
435
+ 4.54%
$24.93 - $29.13 $10.8K - $12.7K
10K $286K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
3.43K
+ 2.39%
$17.95 - $19.17 $61.6K - $65.8K
147K $2.66M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
360
+ 2.42%
$96.18 - $109.82 $34.6K - $39.5K
15.2K $1.56M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.35K
+ 11.51%
$54.51 - $63.63 $73.6K - $86K
13.1K $732K
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
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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