Envestnet Portfolio Solutions, Inc. Sells in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11.5M
- 60.59%
$97.75 - $100.75 $1.12B - $1.16B
7.47M $749M
MUB
Ishares National Muni Bond ETF

ETFs
-3.22M
- 66.0%
$103.24 - $106.68 $332M - $343M
1.66M $177M
EFG
Msci Eafe Growth ETF

ETFs
-1.28M
- 84.99%
$106.99 - $114.46 $137M - $146M
226K $25.7M
IYW
Ishares Dj Us Tech ETF

ETFs
-700K
- 90.49%
$171.38 - $197.01 $120M - $138M
73.6K $14.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.94M
- 13.82%
$45.6 - $46.92 $88.5M - $91.1M
12.1M $565M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-493K
- 20.54%
$182.33 - $194.5 $89.8M - $95.8M
1.91M $371M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-1.72M
- 49.23%
$25.39 - $26.21 $43.8M - $45.2M
1.78M $46.3M
EFV
Msci Eafe Value ETF

ETFs
-1.14M
- 12.78%
$62.79 - $68.42 $71.9M - $78.3M
7.81M $530M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.4M
- 97.25%
$25.21 - $25.99 $35.2M - $36.3M
39.5K $1.02M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-218K
- 8.88%
$98.52 - $103.93 $21.4M - $22.6M
2.23M $230M
RWR
Spdr Dow Jones Reit ETF

ETFs
-135K
- 90.15%
$95.17 - $101.62 $12.8M - $13.7M
14.7K $1.48M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-71.9K
- 40.91%
$181.56 - $190.33 $13.1M - $13.7M
104K $19.7M
EUSB
Ishares Tr Esg Advanced Total

Technology
-272K
- 74.46%
$42.97 - $44.2 $11.7M - $12M
93.3K $4.1M
NI
Nisource Inc.

Utilities
-293K
- 96.34%
$39.0 - $43.33 $11.4M - $12.7M
11.1K $481K
USXF
Ishares Esg Advanced Msci Usa

Technology
-245K
- 31.8%
$53.69 - $57.31 $13.1M - $14M
525K $30.1M
ACN
Accenture PLC

Technology
-18.6K
- 16.98%
$232.56 - $304.78 $4.32M - $5.67M
90.9K $22.4M
V
Visa Inc.

Financial Services
-22.7K
- 14.01%
$332.09 - $358.86 $7.53M - $8.14M
139K $47.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-87.1K
- 56.46%
$110.74 - $122.12 $9.64M - $10.6M
67.1K $8.13M
NFLX
Netflix Inc

Communication Services
-2.14K
- 4.83%
$1147.87 - $1297.18 $2.45M - $2.77M
42K $50.4M
AES
Aes Corp

Utilities
-823K
- 98.04%
$10.77 - $13.94 $8.87M - $11.5M
16.4K $216K
ADBE
Adobe Inc.

Technology
-17.3K
- 70.76%
$333.65 - $392.1 $5.78M - $6.79M
7.16K $2.52M
XOM
Exxon Mobil Corp

Energy
-71.1K
- 25.04%
$105.83 - $117.22 $7.52M - $8.33M
213K $24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15.1K
- 24.02%
$459.11 - $506.91 $6.94M - $7.66M
47.8K $24M
COST
Costco Wholesale Corp

Consumer Defensive
-4.73K
- 15.39%
$915.95 - $994.57 $4.33M - $4.7M
26K $24.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-101K
- 88.27%
$62.54 - $68.42 $6.29M - $6.88M
13.4K $902K
PG
Procter & Gamble CO

Consumer Defensive
-34.2K
- 20.53%
$150.47 - $161.22 $5.14M - $5.51M
132K $20.3M
AEE
Ameren Corp

Utilities
-62K
- 95.57%
$95.0 - $104.38 $5.89M - $6.47M
2.87K $299K
VFH
Vanguard Financial ETF

ETFs
-45.6K
- 90.55%
$125.23 - $132.78 $5.71M - $6.05M
4.76K $624K
SECT
Sector 10, Inc.

ETFs
-104K
- 54.08%
$57.95 - $63.16 $6.04M - $6.58M
88.5K $5.57M
VOX
Vanguard Communication Service

ETFs
-33.4K
- 82.58%
$169.0 - $192.17 $5.64M - $6.42M
7.04K $1.32M
VPU
Vanguard Utilities ETF

ETFs
-31.4K
- 93.47%
$175.25 - $189.41 $5.5M - $5.94M
2.19K $414K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-131K
- 21.67%
$52.12 - $55.33 $6.84M - $7.26M
474K $26.2M
VDC
Vanguard Consumer Staples ETF

ETFs
-24.2K
- 94.05%
$212.64 - $225.25 $5.14M - $5.44M
1.53K $326K
CMS
Cms Energy Corp

Utilities
-77.6K
- 77.34%
$69.37 - $74.67 $5.38M - $5.79M
22.7K $1.67M
VIS
Vanguard Industrial ETF

ETFs
-18.2K
- 94.01%
$281.0 - $296.29 $5.11M - $5.39M
1.16K $343K
PM
Philip Morris International Inc.

Consumer Defensive
-15.1K
- 11.6%
$157.77 - $183.27 $2.38M - $2.77M
115K $18.7M
VGT
Vanguard Information Technolog

ETFs
-8.4K
- 55.24%
$656.44 - $753.15 $5.51M - $6.33M
6.81K $5.08M
KMI
Kinder Morgan, Inc.

Energy
-151K
- 28.2%
$26.23 - $28.5 $3.96M - $4.3M
384K $10.9M
IWX
Ishares Tr Russell 200 Value E

ETFs
-330K
- 5.02%
$83.04 - $87.88 $27.4M - $29M
6.24M $548M
HYG
Ishares Tr

ETFs
-58.6K
- 51.34%
$79.85 - $81.32 $4.68M - $4.77M
55.6K $4.51M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-92.5K
- 38.92%
$49.78 - $50.75 $4.6M - $4.69M
145K $7.35M
HEFA
Ishares Currency Hedged Msci E

ETFs
-116K
- 87.88%
$37.2 - $39.61 $4.33M - $4.61M
16.1K $635K
NKE
Nike, Inc.

Consumer Cyclical
-59.5K
- 76.18%
$69.24 - $79.24 $4.12M - $4.72M
18.6K $1.3M
XLC
Select Sector Spdr Tr Communic

ETFs
-40.8K
- 65.22%
$105.99 - $119.41 $4.33M - $4.87M
21.8K $2.58M
VRSK
Verisk Analytics, Inc.

Industrials
-2.74K
- 4.88%
$242.3 - $312.95 $664K - $858K
53.5K $13.5M
UPS
United Parcel Service Inc

Industrials
-34K
- 50.38%
$82.58 - $105.54 $2.81M - $3.59M
33.5K $2.8M
TTD
Trade Desk, Inc.

Technology
-14.9K
- 11.47%
$43.93 - $89.76 $656K - $1.34M
115K $5.65M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-57.1K
- 1.32%
$78.11 - $79.07 $4.46M - $4.52M
4.25M $336M
KO
Coca Cola CO

Consumer Defensive
-36.4K
- 13.64%
$65.67 - $71.67 $2.39M - $2.61M
230K $15.3M
Activity Summary
Buys All Purchases 493 New Holdings 78 Increased Positions 415 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 0 Puts 0
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