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
VEU
Vanguard Ftse All World Ex Us

ETFs
-45.1K
- 8.35%
$54.19 - $67.22 $2.45M - $3.03M
495K $33.3M
RDVY
First Trust Rising Dividend Ac

ETFs
-8.67K
- 3.39%
$51.6 - $62.74 $447K - $544K
247K $15.5M
TDG
Trans Digm Group Inc

Industrials
-5
- 0.13%
$1231.75 - $1520.64 $6.16K - $7.6K
3.94K $5.99M
SNPS
Synopsys Inc

Technology
-2.85K
- 11.58%
$380.9 - $517.66 $1.09M - $1.48M
21.8K $11.2M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-669
- 0.41%
$25.97 - $33.21 $17.4K - $22.2K
163K $5.42M
CRWD
Crowd Strike Holdings, Inc.

Technology
-698
- 11.08%
$321.63 - $509.31 $224K - $355K
5.6K $2.85M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-101K
- 9.05%
$53.69 - $67.27 $5.41M - $6.78M
1.01M $68.2M
MRVL
Marvell Technology, Inc.

Technology
-3.29K
- 5.79%
$49.38 - $79.97 $162K - $263K
53.4K $4.14M
AXON
Axon Enterprise, Inc.

Industrials
-523
- 14.54%
$497.13 - $827.94 $260K - $433K
3.07K $2.54M
UWM
Proshares Ultra Russell 2000

ETFs
-11.7K
- 4.44%
$25.35 - $37.67 $296K - $441K
252K $9.48M
CEG
Constellation Energy Corp

Utilities
-244
- 3.25%
$170.96 - $322.76 $41.7K - $78.8K
7.25K $2.34M
JCI
Johnson Controls International PLC

Industrials
-9.83K
- 13.35%
$71.14 - $105.62 $699K - $1.04M
63.8K $6.74M
GE
General Electric CO

Industrials
-2.82K
- 10.27%
$166.81 - $257.39 $470K - $726K
24.6K $6.34M
APP
App Lovin Corp

Technology
-1.65K
- 9.2%
$219.37 - $417.89 $362K - $690K
16.3K $5.7M
SPOT
Spotify Technology S.A.

Communication Services
-597
- 9.04%
$503.3 - $775.9 $300K - $463K
6K $4.61M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-33.4K
- 6.14%
$30.87 - $39.17 $1.03M - $1.31M
511K $20M
DIS
Walt Disney CO

Communication Services
-3.78K
- 6.34%
$81.72 - $124.01 $309K - $469K
55.9K $6.93M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.26K
- 1.18%
$97.68 - $121.38 $123K - $153K
105K $12.8M
NUDM
Nuveen Esg International Devel

ETFs
-4.2K
- 1.12%
$28.66 - $35.49 $120K - $149K
371K $13.2M
MS
Morgan Stanley

Financial Services
-14.3K
- 10.47%
$99.83 - $140.86 $1.42M - $2.01M
122K $17.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-8.79K
- 15.6%
$141.37 - $228.57 $1.24M - $2.01M
47.6K $10.8M
MU
Micron Technology Inc

Technology
-7.88K
- 11.96%
$64.72 - $127.91 $510K - $1.01M
58K $7.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-159K
- 6.2%
$152.42 - $182.82 $24.2M - $29M
2.4M $438M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.9K
- 3.94%
$200.21 - $256.99 $380K - $488K
46.3K $11.6M
VTI
Vanguard Total Stock Market Et

ETFs
-55.1K
- 8.68%
$243.75 - $303.93 $13.4M - $16.7M
580K $176M
MELI
Mercadolibre Inc

Consumer Cyclical
-232
- 6.38%
$1794.73 - $2613.63 $416K - $606K
3.4K $8.89M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-193K
- 10.73%
$22.27 - $29.21 $4.29M - $5.63M
1.6M $46.8M
BAC
Bank Of America Corp

Financial Services
-12.5K
- 2.63%
$34.39 - $47.46 $430K - $594K
462K $21.9M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-19.1K
- 3.99%
$68.32 - $85.57 $1.3M - $1.63M
459K $39.3M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-4.86K
- 2.43%
$70.54 - $93.95 $343K - $457K
195K $18.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.3K
- 0.84%
$82.32 - $112.47 $107K - $146K
154K $17.3M
EFG
Msci Eafe Growth ETF

ETFs
-148K
- 8.99%
$89.8 - $112.0 $13.3M - $16.6M
1.5M $168M
AMD
Advanced Micro Devices Inc

Technology
-4.94K
- 4.92%
$78.21 - $143.81 $386K - $710K
95.4K $13.5M
CSCO
Cisco Systems, Inc.

Technology
-627
- 0.14%
$53.19 - $69.38 $33.4K - $43.5K
435K $30.2M
INTU
Intuit Inc

Technology
-836
- 3.59%
$544.07 - $787.63 $455K - $658K
22.4K $17.7M
UBER
Uber Technologies, Inc

Technology
-6.7K
- 3.25%
$64.62 - $93.3 $433K - $625K
199K $18.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-155K
- 16.66%
$122.57 - $173.27 $19M - $26.8M
774K $134M
NOW
Service Now, Inc.

Technology
-1.32K
- 5.93%
$721.65 - $1040.18 $950K - $1.37M
20.9K $21.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
-230K
- 12.51%
$104.34 - $138.68 $23.9M - $31.8M
1.6M $223M
VEA
Vanguard Ftse Developed Market

ETFs
-1.21M
- 9.3%
$45.65 - $57.01 $55.2M - $68.9M
11.8M $672M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-31.1K
- 6.15%
$180.84 - $240.32 $5.63M - $7.48M
475K $114M
SPYG
Spdr Portfolio

ETFs
-4.61K
- 0.55%
$71.83 - $95.32 $331K - $440K
829K $79M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-494K
- 6.9%
$43.53 - $54.46 $21.5M - $26.9M
6.67M $363M
VXF
Vanguard Extended Market ETF

ETFs
-2.23K
- 0.31%
$150.43 - $192.71 $335K - $429K
715K $138M
IEFA
Ishares Tr

ETFs
-242K
- 2.68%
$67.83 - $84.09 $16.4M - $20.4M
8.8M $735M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.18K
- 0.34%
$456.74 - $568.03 $2.82M - $3.51M
1.82M $1.03B
IWY
Ishares Tr Russell 200 Growth

ETFs
-96.2K
- 1.88%
$187.5 - $246.51 $18M - $23.7M
5.03M $1.24B
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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