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
CGGO
Capital Group Global Growth Eq

ETFs
-94.7K
- 52.35%
$25.31 - $32.17 $2.4M - $3.05M
86.2K $2.76M
VDC
Vanguard Consumer Staples ETF

ETFs
-10.7K
- 29.44%
$204.89 - $224.73 $2.2M - $2.41M
25.7K $5.62M
MPC
Marathon Petroleum Corp

Energy
-19K
- 39.51%
$118.55 - $170.08 $2.26M - $3.24M
29.1K $4.84M
LOW
Lowes Companies Inc

Consumer Cyclical
-7.49K
- 16.9%
$210.83 - $235.28 $1.58M - $1.76M
36.8K $8.17M
EWJ
Ishares Msci Japan ETF

ETFs
-32.1K
- 74.73%
$61.32 - $75.28 $1.97M - $2.42M
10.9K $814K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-41K
- 58.15%
$45.3 - $50.64 $1.86M - $2.08M
29.5K $1.45M
T
At&T Inc.

Communication Services
-81.3K
- 19.24%
$26.33 - $28.94 $2.14M - $2.35M
341K $9.88M
VHT
Vanguard Health Care ETF

ETFs
-7.23K
- 44.21%
$236.71 - $261.92 $1.71M - $1.89M
9.12K $2.26M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-28.7K
- 46.25%
$70.34 - $87.93 $2.02M - $2.53M
33.4K $2.94M
GILD
Gilead Sciences, Inc.

Healthcare
-17.1K
- 24.57%
$96.91 - $113.0 $1.66M - $1.94M
52.7K $5.84M
UL
Unilever PLC

Consumer Defensive
-35.3K
- 29.54%
$57.9 - $65.43 $2.04M - $2.31M
84.2K $5.15M
VDE
Vanguard Energy ETF

ETFs
-13.6K
- 43.83%
$105.87 - $130.56 $1.44M - $1.77M
17.4K $2.07M
HYG
Ishares Tr

ETFs
-27K
- 19.11%
$75.75 - $80.65 $2.04M - $2.18M
114K $9.21M
BBY
Best Buy CO Inc

Consumer Cyclical
-19.2K
- 19.56%
$56.17 - $75.73 $1.08M - $1.45M
78.8K $5.29M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-30.9K
- 59.06%
$58.41 - $72.69 $1.81M - $2.25M
21.4K $1.56M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-38.5K
- 20.29%
$48.5 - $49.35 $1.86M - $1.9M
151K $7.44M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-126K
- 25.5%
$19.1 - $23.83 $2.41M - $3.01M
369K $8.8M
VZ
Verizon Communications Inc

Communication Services
-29.7K
- 10.94%
$41.67 - $45.62 $1.24M - $1.35M
242K $10.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-22.4K
- 20.58%
$82.21 - $83.12 $1.84M - $1.86M
86.3K $7.15M
CRM
Salesforce, Inc.

Technology
-7.29K
- 17.9%
$236.26 - $291.15 $1.72M - $2.12M
33.4K $9.12M
VPU
Vanguard Utilities ETF

ETFs
-11.5K
- 25.51%
$158.36 - $178.82 $1.82M - $2.05M
33.6K $5.92M
SCHW
Schwab Charles Corp

Financial Services
-39.2K
- 27.82%
$69.06 - $91.24 $2.71M - $3.58M
102K $9.29M
ICF
Ishares Tr

ETFs
-27.9K
- 70.98%
$54.56 - $62.47 $1.52M - $1.74M
11.4K $697K
TGT
Target Corp

Consumer Defensive
-13.4K
- 20.9%
$88.76 - $105.77 $1.19M - $1.42M
50.7K $5M
NVO
Novo Nordisk A S

Healthcare
-23.7K
- 31.78%
$58.08 - $81.05 $1.38M - $1.92M
50.9K $3.51M
DOW
Dow Inc.

Basic Materials
-31.8K
- 32.94%
$25.81 - $34.89 $821K - $1.11M
64.8K $1.72M
VRT
Vertiv Holdings CO

Industrials
-18.4K
- 20.38%
N/A
71.9K $6.23M
CPRT
Copart Inc

Consumer Cyclical
-12.8K
- 10.01%
$47.72 - $63.84 $609K - $815K
115K $5.63M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-34.8K
- 5.35%
$51.68 - $52.76 $1.8M - $1.84M
617K $32.5M
VAW
Vanguard Materials ETF

ETFs
-8.41K
- 46.29%
$163.82 - $196.64 $1.38M - $1.65M
9.75K $1.9M
ABT
Abbott Laboratories

Healthcare
-14.6K
- 10.74%
$123.95 - $138.08 $1.81M - $2.01M
121K $16.5M
SHV
Ishares Tr

ETFs
-13.7K
- 61.58%
$110.06 - $110.46 $1.51M - $1.52M
8.57K $946K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-17.5K
- 55.43%
$82.17 - $99.96 $1.44M - $1.75M
14.1K $1.39M
KO
Coca Cola CO

Consumer Defensive
-17.7K
- 6.22%
$68.37 - $73.9 $1.21M - $1.31M
267K $18.9M
FTCS
First Trust Capital Strength E

ETFs
-17.3K
- 24.87%
$81.6 - $92.39 $1.41M - $1.6M
52.4K $4.76M
AZN
Astrazeneca PLC

Healthcare
-17.1K
- 21.65%
$64.87 - $75.0 $1.11M - $1.29M
62.1K $4.34M
LSAF
Two Rds Shared Tr

ETFs
-41.3K
- 44.7%
$35.13 - $42.48 $1.45M - $1.76M
51.1K $2.17M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-67.3K
- 37.78%
$21.01 - $21.59 $1.41M - $1.45M
111K $2.38M
IXUS
Ishares Tr

ETFs
-31.9K
- 23.26%
$62.37 - $77.63 $1.99M - $2.48M
105K $8.14M
VIS
Vanguard Industrial ETF

ETFs
-8.28K
- 29.97%
$220.04 - $280.07 $1.82M - $2.32M
19.4K $5.42M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-66K
- 80.15%
$21.21 - $23.5 $1.4M - $1.55M
16.3K $383K
LGOV
First Tr ETF Iv Long Duration

ETFs
-65.3K
- 64.75%
$20.73 - $21.92 $1.35M - $1.43M
35.6K $761K
PM
Philip Morris International Inc.

Consumer Defensive
-28K
- 17.7%
$149.23 - $184.95 $4.18M - $5.18M
130K $23.7M
FTHI
First Trust Exchange Traded Fd

ETFs
-65.6K
- 62.51%
$19.66 - $22.85 $1.29M - $1.5M
39.4K $899K
EA
Electronic Arts Inc.

Communication Services
-9.96K
- 72.25%
$132.53 - $159.7 $1.32M - $1.59M
3.82K $610K
ADBE
Adobe Inc.

Technology
-3.81K
- 13.45%
$340.0 - $420.68 $1.29M - $1.6M
24.5K $9.47M
FTA
First Tr Large Cap Value

ETFs
-17.7K
- 64.58%
$67.12 - $78.63 $1.19M - $1.39M
9.7K $762K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-58.2K
- 58.15%
$22.25 - $22.63 $1.29M - $1.32M
41.9K $947K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-30.8K
- 8.45%
$39.34 - $40.41 $1.21M - $1.25M
334K $13.4M
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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