Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARCC
Ares Capital Corp

Financial Services
-3.45K
- 25.28%
$21.28 - $23.81 $73.3K - $82K
10.2K $225K
MCHI
Ishares Msci China ETF

ETFs
-4.34K
- 20.03%
$43.71 - $58.65 $190K - $254K
17.3K $941K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-2.41K
- 23.31%
$25.9 - $31.26 $62.5K - $75.4K
7.94K $212K
GNTX
Gentex Corp

Consumer Cyclical
-363
- 3.12%
$23.3 - $28.48 $8.46K - $10.3K
11.3K $262K
APG
A Pi Group Corp

Industrials
-1.93K
- 19.32%
$35.67 - $40.88 $68.9K - $78.9K
8.06K $288K
PR
Permian Resources Corporation

Energy
-4.24K
- 21.6%
$12.33 - $16.0 $52.3K - $67.9K
15.4K $213K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-55
- 2.26%
$185.73 - $221.19 $10.2K - $12.2K
2.38K $443K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-3.56K
- 25.22%
$21.67 - $23.21 $77.1K - $82.6K
10.5K $239K
EQT
Eqt Corp

Energy
-3.12K
- 22.66%
$46.16 - $54.25 $144K - $169K
10.6K $568K
FRI
First Tr S&P Reit Index Fd

ETFs
-2.48K
- 15.9%
$26.34 - $28.74 $65.2K - $71.1K
13.1K $360K
DGII
Digi International Inc

Technology
-1.4K
- 13.99%
$27.83 - $35.68 $38.9K - $49.8K
8.59K $238K
IDA
Idacorp Inc

Utilities
-876
- 15.53%
$105.58 - $119.04 $92.5K - $104K
4.77K $553K
DUOL
Duolingo, Inc.

Technology
-146
- 12.03%
$272.49 - $441.39 $39.8K - $64.4K
1.07K $331K
SKYW
Skywest Inc

Industrials
-256
- 8.26%
$81.46 - $120.92 $20.9K - $31K
2.84K $248K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-911
- 5.21%
$39.91 - $43.97 $36.4K - $40.1K
16.6K $674K
CGXU
Capital Group Intl Focus Equit

ETFs
-2.32K
- 19.96%
$24.48 - $26.59 $56.8K - $61.7K
9.31K $227K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-311
- 9.01%
$113.22 - $126.36 $35.2K - $39.3K
3.14K $360K
YUM
Yum Brands Inc

Consumer Cyclical
-1.89K
- 18.39%
$123.25 - $162.53 $233K - $308K
8.4K $1.32M
DSTL
ETF Ser Solution Distillate Us

ETFs
-296
- 0.48%
$53.28 - $57.28 $15.8K - $17K
61.4K $3.33M
RS
Reliance Steel & Aluminum CO

Basic Materials
-280
- 21.72%
$266.61 - $302.66 $74.7K - $84.7K
1.01K $291K
VCEL
Vericel Corp

Healthcare
-180
- 3.79%
$44.5 - $61.8 $8.01K - $11.1K
4.57K $204K
F
Ford Motor CO

Consumer Cyclical
-5.93K
- 13.83%
$9.12 - $10.43 $54.1K - $61.9K
36.9K $370K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-3.6K
- 24.47%
$14.46 - $15.96 $52K - $57.4K
11.1K $168K
XT
Ishares Tr Exponential Technol

ETFs
-359
- 2.28%
$57.56 - $64.0 $20.7K - $23K
15.4K $885K
LSCC
Lattice Semiconductor Corp

Technology
-557
- 9.42%
$52.45 - $68.78 $29.2K - $38.3K
5.35K $280K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.03K
- 3.54%
$50.29 - $50.5 $51.6K - $51.9K
28K $1.41M
PNW
Pinnacle West Capital Corp

Utilities
-1.09K
- 21.53%
$81.76 - $95.25 $88.7K - $103K
3.96K $376K
ABCB
Ameris Bancorp

Financial Services
-416
- 8.04%
$55.56 - $68.47 $23.1K - $28.5K
4.76K $273K
CYBR
Cyber Ark Software Ltd.

Technology
-196
- 5.99%
$312.8 - $414.31 $61.3K - $81.2K
3.08K $1.04M
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.82K
- 4.06%
$25.08 - $25.64 $45.5K - $46.5K
42.9K $1.08M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-25
- 0.4%
$80.73 - $94.96 $2.02K - $2.37K
6.26K $519K
OMFL
Invesco Exchange Traded Self I

ETFs
-721
- 7.08%
$52.19 - $57.45 $37.6K - $41.4K
9.47K $504K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-174
- 11.52%
$191.06 - $228.87 $33.2K - $39.8K
1.34K $256K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-581
- 15.02%
$65.4 - $79.39 $38K - $46.1K
3.29K $244K
NLOK
Norton Life Lock Inc.

Technology
-2.17K
- 20.47%
N/A
8.42K $180K
FTI
Technip Fmc PLC

Energy
-4.55K
- 12.89%
$25.3 - $32.57 $115K - $148K
30.7K $973K
IRT
Independence Realty Trust, Inc.

Real Estate
-3.32K
- 18.53%
$18.23 - $21.8 $60.6K - $72.4K
14.6K $309K
BRO
Brown & Brown, Inc.

Financial Services
-2.37K
- 21.27%
$100.54 - $124.4 $238K - $295K
8.77K $1.09M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-751
- 5.18%
$59.43 - $63.22 $44.6K - $47.5K
13.7K $832K
EEMA
Ishares Msci Emerging Markets

ETFs
-1.38K
- 5.92%
$69.51 - $77.24 $95.6K - $106K
21.9K $1.62M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.03K
- 5.17%
$47.33 - $47.92 $48.7K - $49.4K
18.9K $898K
VOYA
Voya Financial, Inc.

Financial Services
-592
- 15.56%
$65.1 - $75.67 $38.5K - $44.8K
3.21K $217K
ROL
Rollins Inc

Consumer Cyclical
-6.06K
- 16.21%
$45.65 - $54.03 $277K - $328K
31.3K $1.69M
FEM
First Trust Emerging Markets A

ETFs
-3.2K
- 7.96%
$21.28 - $23.9 $68K - $76.4K
37K $844K
RMBS
Rambus Inc

Technology
-652
- 10.42%
$51.55 - $68.59 $33.6K - $44.7K
5.61K $290K
FBT
First Trust Nyse Arca Biotechn

ETFs
-352
- 6.45%
$164.86 - $182.19 $58K - $64.1K
5.11K $868K
PRVA
Privia Health Group, Inc.

Healthcare
-4.37K
- 21.15%
$19.64 - $25.69 $85.9K - $112K
16.3K $365K
IGF
Ishares Global Infrastructure

ETFs
-904
- 18.15%
$51.96 - $54.84 $47K - $49.6K
4.08K $222K
OCIO
ETF Ser Solutions Clearshares

ETFs
-346
- 1.04%
$33.0 - $35.37 $11.4K - $12.2K
33.1K $1.1M
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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