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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-56K
- 24.23%
$27.3 - $31.8 $1.53M - $1.78M
175K $5.57M
ELV
Elevance Health, Inc.

Healthcare
-52
- 0.19%
$372.27 - $452.69 $19.4K - $23.5K
27.2K $10.6M
PLD
Prologis, Inc.

Real Estate
-498
- 0.28%
$89.76 - $112.34 $44.7K - $55.9K
180K $18.9M
BDX
Becton Dickinson & CO

Healthcare
-1.21K
- 6.56%
$165.15 - $226.42 $199K - $273K
17.2K $2.95M
VGIT
Vanguard Intermediate Term Tre

ETFs
-21.4K
- 27.66%
$58.63 - $59.9 $1.26M - $1.28M
56K $3.35M
CMCSA
Comcast Corp

Communication Services
-22.3K
- 6.08%
$32.84 - $36.72 $733K - $819K
345K $12.3M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-30.5K
- 46.64%
$35.2 - $40.71 $1.07M - $1.24M
34.9K $1.38M
ADP
Automatic Data Processing Inc

Industrials
-4.15K
- 22.02%
$276.76 - $326.81 $1.15M - $1.36M
14.7K $4.54M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.76K
- 11.26%
$212.1 - $244.27 $585K - $673K
21.7K $4.75M
VLUE
Ishares Msci Usa Value Factor

ETFs
-12.5K
- 42.15%
$93.5 - $113.21 $1.17M - $1.42M
17.2K $1.94M
FDL
First Tr Morningstar Dividend

ETFs
-24.3K
- 20.3%
$38.19 - $43.19 $929K - $1.05M
95.5K $4M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-46.6K
- 22.34%
$25.27 - $27.14 $1.18M - $1.27M
162K $4.4M
WM
Waste Management Inc

Industrials
-4.53K
- 8.17%
$216.47 - $242.1 $981K - $1.1M
50.9K $11.7M
FSIG
First Tr ETF Iv LTD Duration I
-65.8K
- 16.23%
$18.77 - $19.14 $1.23M - $1.26M
339K $6.49M
CTRA
Coterra Energy Inc.

Energy
-26.5K
- 18.61%
$22.6 - $29.07 $598K - $770K
116K $2.94M
ICE
Intercontinental Exchange, Inc.

Financial Services
-8.89K
- 20.95%
$151.62 - $183.47 $1.35M - $1.63M
33.6K $6.16M
MDT
Medtronic PLC

Healthcare
-7.84K
- 4.4%
$80.68 - $88.86 $633K - $697K
170K $14.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-12.6K
- 78.83%
$81.46 - $94.63 $1.03M - $1.19M
3.38K $320K
FDT
First Trust Developed Markets

ETFs
-21.4K
- 65.75%
$52.2 - $68.76 $1.12M - $1.47M
11.1K $765K
RSG
Republic Services, Inc.

Industrials
-5.6K
- 9.35%
$227.2 - $258.07 $1.27M - $1.45M
54.4K $13.4M
SBUX
Starbucks Corp

Consumer Cyclical
-3.43K
- 2.8%
$79.69 - $99.41 $273K - $341K
119K $10.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-44.1K
- 66.31%
$24.54 - $25.07 $1.08M - $1.11M
22.4K $560K
XLK
Technology Sector Spdr

ETFs
-10.7K
- 30.66%
$179.73 - $253.23 $1.93M - $2.71M
24.2K $6.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-11.1K
- 11.52%
$114.78 - $133.31 $1.28M - $1.48M
85.6K $11.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-23K
- 24.78%
$50.39 - $60.05 $1.16M - $1.38M
69.9K $4.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
-33K
- 6.87%
$29.0 - $30.68 $957K - $1.01M
448K $13.7M
BWX
Spdr Bloomberg International T

ETFs
-52K
- 45.56%
$21.87 - $23.49 $1.14M - $1.22M
62.2K $1.46M
FDX
Fedex Corp

Industrials
-3.49K
- 24.43%
$198.07 - $245.17 $691K - $855K
10.8K $2.45M
ITW
Illinois Tool Works Inc

Industrials
-4.08K
- 25.81%
$218.41 - $252.43 $891K - $1.03M
11.7K $2.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3.5K
- 57.58%
$299.15 - $396.54 $1.05M - $1.39M
2.58K $1.02M
IGRO
Ishares Tr International Divid

ETFs
-18.4K
- 26.34%
$66.32 - $80.17 $1.22M - $1.47M
51.3K $4.05M
HSY
Hershey CO

Consumer Defensive
-5.44K
- 29.21%
$151.29 - $173.13 $823K - $942K
13.2K $2.19M
FMF
First Trust Managed Futures St

ETFs
-21.3K
- 62.45%
$44.79 - $46.43 $953K - $988K
12.8K $578K
BAX
Baxter International Inc

Healthcare
-22.7K
- 30.09%
$27.8 - $34.02 $630K - $771K
52.6K $1.59M
ENTG
Entegris Inc

Technology
-10.3K
- 47.78%
$62.92 - $86.2 $647K - $887K
11.2K $906K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-58.6K
- 46.18%
$14.97 - $16.79 $878K - $984K
68.3K $1.14M
EOG
Eog Resources Inc

Energy
-5.17K
- 13.4%
$104.61 - $129.97 $541K - $672K
33.4K $3.99M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-22.9K
- 56.2%
$40.94 - $52.1 $938K - $1.19M
17.8K $929K
SNY
Sanofi

Healthcare
-6.64K
- 7.66%
$47.62 - $55.44 $316K - $368K
80.1K $3.87M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-8.48K
- 24.22%
$53.23 - $70.65 $451K - $599K
26.5K $1.54M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-38.2K
- 64.68%
$23.13 - $24.23 $885K - $927K
20.9K $506K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-40K
- 34.97%
$22.4 - $23.8 $897K - $953K
74.5K $1.77M
GWW
W.W. Grainger, Inc.

Industrials
-990
- 38.05%
$919.93 - $1101.66 $911K - $1.09M
1.61K $1.68M
XLI
Industrial Sector Spdr

ETFs
-9.77K
- 29.22%
$116.42 - $147.52 $1.14M - $1.44M
23.7K $3.49M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.8K
- 12.83%
$77.94 - $79.5 $921K - $939K
80.3K $6.38M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-38.2K
- 24.3%
$22.68 - $23.28 $867K - $890K
119K $2.77M
BK
Bank Of New York Mellon Corp

Financial Services
-13.3K
- 28.57%
$73.31 - $91.62 $974K - $1.22M
33.2K $3.03M
AMT
American Tower Corp

Real Estate
-4.74K
- 8.03%
$203.96 - $228.19 $967K - $1.08M
54.3K $12M
RING
Ishares Inc Msci Global Gold M

ETFs
-26.1K
- 46.8%
$34.72 - $45.62 $908K - $1.19M
29.7K $1.3M
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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