Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-969K
- 24.26%
$498.8 - $620.9 $483M - $602M
3.02M $1.88B
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.83M
- 92.48%
$74.88 - $91.97 $287M - $352M
312K $28.6M
IWM
Ishares Russell 2000 ETF

ETFs
-983K
- 94.75%
$174.82 - $215.79 $172M - $212M
54.4K $11.7M
IWS
Ishares Russell Midcap Value E

ETFs
-1.17M
- 29.65%
$110.58 - $132.14 $129M - $155M
2.78M $367M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.15M
- 94.96%
$50.08 - $63.14 $107M - $136M
114K $7.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.13M
- 13.16%
$45.12 - $46.23 $96M - $98.4M
14M $649M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.44M
- 91.57%
$32.11 - $38.21 $46.2M - $55M
133K $5.03M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.55M
- 47.1%
$32.66 - $40.75 $50.5M - $63M
1.74M $70.3M
VTV
Vanguard Value ETF

ETFs
-284K
- 30.47%
$153.67 - $176.74 $43.7M - $50.3M
649K $115M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-413K
- 45.54%
$83.97 - $92.85 $34.7M - $38.4M
494K $43.6M
VUG
Vanguard Growth ETF

ETFs
-123K
- 40.29%
$329.49 - $438.4 $40.5M - $53.9M
182K $79.9M
IAU
Ishares Gold Trust

ETFs
-539K
- 32.41%
$56.1 - $64.74 $30.2M - $34.9M
1.12M $70.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-316K
- 6.82%
$77.74 - $78.78 $24.5M - $24.9M
4.31M $339M
MBB
Ishares Tr

ETFs
-194K
- 9.32%
$91.41 - $94.22 $17.7M - $18.3M
1.89M $177M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-344K
- 56.5%
$51.1 - $53.29 $17.6M - $18.3M
265K $14.1M
VB
Vanguard Small Cap ETF

ETFs
-79.3K
- 49.84%
$193.73 - $237.37 $15.4M - $18.8M
79.8K $18.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-209K
- 12.46%
$72.02 - $73.82 $15.1M - $15.5M
1.47M $108M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-418K
- 97.05%
$34.72 - $36.92 $14.5M - $15.4M
12.7K $470K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-520K
- 38.0%
$25.48 - $27.78 $13.3M - $14.5M
849K $22.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-310K
- 8.05%
$45.2 - $46.6 $14M - $14.5M
3.55M $164M
USXF
Ishares Esg Advanced Msci Usa

Technology
-418K
- 35.2%
$41.54 - $53.93 $17.4M - $22.6M
770K $41.5M
SECT
Sector 10, Inc.

ETFs
-298K
- 60.73%
$45.25 - $58.07 $13.5M - $17.3M
193K $11.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-247K
- 80.0%
$47.46 - $55.3 $11.7M - $13.7M
61.8K $3.4M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-971K
- 24.89%
$23.2 - $29.84 $22.5M - $29M
2.93M $87.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18K
- 22.24%
$483.48 - $539.8 $8.7M - $9.72M
62.9K $30.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-482K
- 19.55%
$34.72 - $42.74 $16.8M - $20.6M
1.99M $84.8M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-139K
- 5.82%
$66.5 - $71.25 $9.27M - $9.93M
2.26M $157M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-393K
- 58.47%
$29.82 - $30.19 $11.7M - $11.9M
279K $8.42M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-125K
- 21.68%
$91.43 - $91.74 $11.4M - $11.4M
451K $41.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-148K
- 6.33%
$75.05 - $77.34 $11.1M - $11.5M
2.19M $169M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-32.8K
- 77.43%
$273.67 - $366.17 $8.98M - $12M
9.57K $3.5M
CGDV
Capital Group Divid Value ETF

ETFs
-291K
- 50.3%
$31.93 - $39.49 $9.29M - $11.5M
287K $11.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-188K
- 23.7%
$45.11 - $52.34 $8.49M - $9.85M
606K $31.7M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-183K
- 69.4%
$44.64 - $47.48 $8.17M - $8.69M
80.7K $3.83M
XLF
Financial Sector Spdr

ETFs
-150K
- 47.8%
$43.92 - $52.37 $6.6M - $7.87M
164K $8.6M
LLY
Eli Lilly & CO

Healthcare
-6.03K
- 13.62%
$713.71 - $898.95 $4.31M - $5.42M
38.3K $29.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-39.8K
- 18.54%
$272.36 - $339.57 $10.8M - $13.5M
175K $59.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-620K
- 10.75%
$39.89 - $49.46 $24.7M - $30.7M
5.14M $254M
JNJ
Johnson & Johnson

Healthcare
-29.8K
- 23.0%
$146.36 - $159.82 $4.36M - $4.77M
99.8K $15.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-65.2K
- 43.13%
$79.79 - $91.42 $5.2M - $5.96M
85.9K $7.65M
EMB
Ishares Tr

ETFs
-74.9K
- 15.46%
$86.54 - $92.62 $6.48M - $6.94M
409K $37.9M
ABBV
Abb Vie Inc.

Healthcare
-13.3K
- 9.33%
$170.16 - $206.27 $2.27M - $2.75M
129K $24M
BMY
Bristol Myers Squibb CO

Healthcare
-65.1K
- 37.16%
$44.12 - $59.6 $2.87M - $3.88M
110K $5.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-68.8K
- 14.62%
$90.56 - $109.49 $6.23M - $7.53M
402K $43.9M
SO
Southern CO

Utilities
-56.8K
- 41.95%
$84.91 - $92.56 $4.82M - $5.26M
78.6K $7.22M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-98.6K
- 76.77%
$48.22 - $60.41 $4.75M - $5.95M
29.8K $1.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
-65.9K
- 25.78%
$79.56 - $82.92 $5.24M - $5.46M
190K $15.7M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-106K
- 38.3%
$57.14 - $72.68 $6.05M - $7.69M
170K $12.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-37.9K
- 17.73%
$152.93 - $181.74 $5.79M - $6.88M
176K $31.9M
Activity Summary
Buys All Purchases 662 New Holdings 142 Increased Positions 520 Sells All Sells 848 Reductions 848 Sold out 0 Options Calls 0 Puts 0
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