Envestnet Portfolio Solutions, Inc. New Holdings in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.78K
New
$74.87 - $79.99 $208K - $223K
2.78K $214K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
8.69K
New
$19.53 - $25.74 $170K - $224K
8.69K $210K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
8.67K
New
$21.95 - $24.74 $190K - $214K
8.67K $209K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.02K
New
$66.3 - $74.17 $200K - $224K
3.02K $209K
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.31K
New
$37.17 - $41.44 $197K - $220K
5.31K $207K
OLN
Olin Corp

Basic Materials
8.51K
New
$23.36 - $34.41 $199K - $293K
8.51K $206K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
6.64K
New
$29.72 - $31.94 $197K - $212K
6.64K $204K
AVDE
American Centy ETF Tr Avantis

ETFs
3.07K
New
$60.63 - $68.55 $186K - $210K
3.07K $203K
KD
Kyndryl Holdings, Inc.

Technology
6.48K
New
$31.32 - $43.45 $203K - $282K
6.48K $203K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.1K
New
$178.65 - $194.73 $196K - $214K
1.1K $202K
PARR
Par Pacific Holdings, Inc.

Energy
13.6K
New
$12.4 - $18.4 $168K - $250K
13.6K $193K
VRE
Veris Residential, Inc.

Real Estate
11.2K
New
$15.41 - $17.05 $173K - $191K
11.2K $189K
ORCC
Owl Rock Capital Corp

Financial Services
10.5K
New
N/A
10.5K $141K
FINV
Fin Volution Group

Financial Services
11.6K
New
$6.58 - $10.72 $76.1K - $124K
11.6K $111K
AMBC
Ambac Financial Group Inc

Financial Services
12.5K
New
$8.25 - $12.41 $103K - $155K
12.5K $109K
TALO
Talos Energy Inc.

Energy
10.1K
New
$8.21 - $11.01 $83K - $111K
10.1K $98K
RYU
Invesco S&P 500 Equal Weight U

ETFs
4.96K
New
N/A
4.96K $0
Bny Mellon ETF Trust Ii
9.21K
New
N/A
9.21K $0
Talen Energy Corp
16.6K
New
N/A
16.6K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.53K
New
N/A
7.53K $0
Blackrock ETF Trust Ii
200K
New
N/A
200K $0
Vanguard Malvern Fds
54.3K
New
N/A
54.3K $0
Amplify ETF Tr
5.26K
New
N/A
5.26K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
8.86K
New
N/A
8.86K $0
Blackrock ETF Trust
288K
New
N/A
288K $0
Vanguard Wellington Fd
3.76K
New
N/A
3.76K $0
Capital Group Equity ETF Tr
30.1K
New
N/A
30.1K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.36K
New
N/A
3.36K $0
Goldman Sachs ETF Tr
47.1K
New
N/A
47.1K $0
Listed Fd Tr
15.1K
New
N/A
15.1K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
4.31K
New
N/A
4.31K $0
First Tr Exchng Traded Fd Vi
10K
New
N/A
10K $0
First Tr Exchng Traded Fd Vi
12.7K
New
N/A
12.7K $0
First Tr Exchng Traded Fd Vi
10.6K
New
N/A
10.6K $0
UTES
Virtus Reaves Utilities ETF
6.19K
New
N/A
6.19K $0
Qiagen Nv
6.43K
New
N/A
6.43K $0
Pacer Fds Tr
11.9K
New
N/A
11.9K $0
Capital Group New Geography
21.9K
New
N/A
21.9K $0
Capital Group Global Equity
75K
New
N/A
75K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
8.54K
New
N/A
8.54K $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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