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
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-2.23K
- 26.88%
$46.92 - $55.01 $104K - $122K
6.05K $328K
AVY
Avery Dennison Corp

Industrials
-468
- 4.25%
$159.58 - $183.97 $74.7K - $86.1K
10.5K $1.85M
WRB
Berkley W R Corp

Financial Services
-2.16K
- 10.07%
$64.28 - $75.17 $139K - $163K
19.3K $1.42M
COLD
Americold Realty Trust

Real Estate
-2.76K
- 21.35%
$16.31 - $21.47 $45.1K - $59.3K
10.2K $169K
RWO
Spdr Dow Jones Global Real Est

ETFs
-2.51K
- 33.45%
$38.85 - $45.0 $97.4K - $113K
4.99K $220K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
-18K
- 12.25%
$16.16 - $19.79 $291K - $357K
129K $2.56M
VOE
Vanguard Mid Cap Value Index F

ETFs
-754
- 15.84%
$141.87 - $164.49 $107K - $124K
4.01K $658K
MGC
Vanguard Mega Cap ETF

ETFs
-1.15K
- 17.57%
$179.23 - $224.92 $205K - $258K
5.37K $1.21M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-3.14K
- 27.37%
$32.77 - $38.72 $103K - $122K
8.34K $322K
DLR
Digital Realty Trust, Inc.

Real Estate
-1.57K
- 28.66%
$136.11 - $177.69 $214K - $280K
3.92K $683K
IBN
Icici Bank LTD

Financial Services
-6.65K
- 11.6%
$30.16 - $34.39 $200K - $229K
50.6K $1.7M
CHH
Choice Hotels International Inc

Consumer Cyclical
-597
- 13.19%
$117.49 - $134.0 $70.1K - $80K
3.93K $498K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.41K
- 26.15%
$101.93 - $128.63 $144K - $182K
3.99K $513K
CHDN
Churchill Downs Inc

Consumer Cyclical
-365
- 5.74%
$87.99 - $111.79 $32.1K - $40.8K
6K $605K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.05K
- 0.58%
$100.35 - $100.71 $105K - $105K
178K $17.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.85K
- 5.81%
$71.28 - $83.74 $417K - $490K
94.9K $7.94M
AIZ
Assurant, Inc.

Financial Services
-376
- 20.22%
$179.73 - $211.56 $67.6K - $79.5K
1.48K $293K
FR
First Industrial Realty Trust Inc

Real Estate
-1.08K
- 13.93%
$43.07 - $54.05 $46.6K - $58.5K
6.68K $321K
LFUS
Littelfuse Inc

Technology
-630
- 40.26%
$149.72 - $227.31 $94.3K - $143K
935 $211K
IDV
Ishares Tr

ETFs
-3.93K
- 34.31%
$27.79 - $34.84 $109K - $137K
7.52K $259K
GPC
Genuine Parts CO

Consumer Cyclical
-892
- 14.91%
$105.54 - $129.09 $94.1K - $115K
5.09K $617K
EXP
Eagle Materials Inc

Basic Materials
-313
- 19.09%
$193.68 - $241.95 $60.6K - $75.7K
1.33K $268K
PRU
Prudential Financial Inc

Financial Services
-472
- 4.73%
$95.12 - $112.71 $44.9K - $53.2K
9.5K $1.02M
MMSI
Merit Medical Systems Inc

Healthcare
-584
- 19.0%
$88.48 - $107.04 $51.7K - $62.5K
2.49K $232K
PCAR
Paccar Inc

Industrials
-585
- 4.32%
$86.4 - $99.09 $50.5K - $58K
12.9K $1.23M
PRVA
Privia Health Group, Inc.

Healthcare
-3.88K
- 23.81%
$21.48 - $25.07 $83.4K - $97.3K
12.4K $285K
JKHY
Henry Jack & Associates Inc

Technology
-339
- 4.74%
$163.54 - $186.02 $55.4K - $63.1K
6.81K $1.23M
RIO
Rio Tinto PLC

Basic Materials
-1.17K
- 19.38%
$52.32 - $62.75 $61.4K - $73.6K
4.88K $284K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-315
- 24.36%
$216.56 - $256.68 $68.2K - $80.9K
978 $236K
TREX
Trex CO Inc

Industrials
-629
- 5.83%
$50.52 - $61.77 $31.8K - $38.9K
10.2K $552K
SITE
Site One Landscape Supply, Inc.

Industrials
-585
- 8.67%
$104.79 - $127.3 $61.3K - $74.5K
6.16K $745K
ARW
Arrow Electronics Inc

Technology
-1.22K
- 35.32%
$90.32 - $128.28 $110K - $156K
2.23K $284K
SHEL
Shell PLC

Energy
-315
- 1.77%
$59.75 - $73.05 $18.8K - $23K
17.5K $1.23M
PCOR
Procore Technologies, Inc.

Technology
-1.25K
- 21.96%
$56.26 - $72.4 $70.2K - $90.4K
4.43K $303K
QQJG
Invesco Exchange Traded Fd Tr

ETFs
-7.82K
- 15.82%
$19.21 - $24.53 $150K - $192K
41.6K $1.02M
AVLV
American Centy ETF Tr Avantis
-1.51K
- 14.86%
$56.85 - $68.21 $85.8K - $103K
8.65K $590K
CBRE
Cbre Group, Inc.

Real Estate
-2.87K
- 8.1%
$113.94 - $140.12 $327K - $402K
32.5K $4.56M
LRN
Stride, Inc.

Consumer Defensive
-890
- 28.64%
$124.45 - $160.72 $111K - $143K
2.22K $322K
VLO
Valero Energy Corp

Energy
-617
- 10.79%
$104.69 - $141.77 $64.6K - $87.5K
5.1K $685K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-5.79K
- 11.03%
$23.19 - $25.35 $134K - $147K
46.7K $1.18M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.78K
- 4.56%
$28.21 - $28.85 $78.3K - $80.1K
58.2K $1.67M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-2.34K
- 26.81%
$32.61 - $38.62 $76.2K - $90.2K
6.38K $243K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-1.65K
- 16.98%
$103.49 - $133.44 $171K - $221K
8.09K $1.07M
MGY
Magnolia Oil & Gas Corp

Energy
-1.45K
- 12.6%
$19.6 - $25.72 $28.4K - $37.3K
10.1K $225K
HXL
Hexcel Corp

Industrials
-1.37K
- 19.33%
$47.49 - $57.32 $64.9K - $78.4K
5.71K $322K
EXLS
Exl Service Holdings, Inc.

Technology
-872
- 11.53%
$41.85 - $48.48 $36.5K - $42.3K
6.69K $293K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-803
- 2.42%
$47.42 - $51.67 $38.1K - $41.5K
32.4K $1.64M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
-2.34K
- 16.89%
$23.0 - $24.7 $53.8K - $57.8K
11.5K $277K
REET
Ishares Global Reit ETF

ETFs
-2.78K
- 22.14%
$21.59 - $25.16 $59.9K - $69.8K
9.76K $241K
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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