Envestnet Portfolio Solutions, Inc. Purchases in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.8K
+ 90.38%
$36.91 - $41.03 $695K - $772K
39.6K $1.57M
HYLB
Xtrackers Usd High Yield Corp

ETFs
21.4K
+ 5.21%
$35.96 - $36.72 $768K - $784K
431K $15.6M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
13.6K
+ 117.4%
$46.83 - $56.05 $639K - $765K
25.3K $1.34M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
25.4K
+ 9.68%
$28.55 - $29.09 $725K - $739K
288K $8.31M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
19.8K
+ 3.46%
$18.46 - $19.19 $366K - $381K
594K $11.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
30.5K
+ 15.64%
$24.5 - $24.95 $747K - $760K
225K $5.58M
CMS
Cms Energy Corp

Utilities
1.4K
+ 1.83%
$64.99 - $75.11 $91.2K - $105K
78.2K $5.87M
FE
Firstenergy Corp

Utilities
18.5K
+ 348.32%
$37.95 - $43.5 $703K - $805K
23.8K $963K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.7K
+ 7.91%
$53.6 - $58.97 $1.21M - $1.34M
309K $16.9M
LNT
Alliant Energy Corp

Utilities
5.65K
+ 8.17%
$56.66 - $66.04 $320K - $373K
74.8K $4.81M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
15.2K
+ 151.11%
$47.03 - $47.8 $716K - $728K
25.3K $1.19M
SECT
Sector 10, Inc.

ETFs
46.6K
+ 10.5%
$50.98 - $57.8 $2.38M - $2.69M
490K $25M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.5K
+ 85.52%
$157.71 - $180.77 $709K - $813K
9.75K $1.57M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
15.4K
+ 38.32%
$67.24 - $84.27 $1.03M - $1.3M
55.5K $3.79M
XLG
Invesco Exchange Traded Fd Tr

ETFs
16.4K
+ 67.34%
$45.72 - $51.73 $750K - $848K
40.7K $1.88M
TSN
Tyson Foods, Inc.

Consumer Defensive
8.81K
+ 73.07%
$54.27 - $63.81 $478K - $562K
20.9K $1.33M
CGGR
Capital Group Growth ETF Shs C

ETFs
35.8K
+ 17.25%
$33.98 - $39.84 $1.22M - $1.43M
243K $8.33M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
22K
+ 11.78%
$26.64 - $27.14 $586K - $597K
209K $5.59M
CORT
Corcept Therapeutics Inc

Healthcare
5.07K
New
$49.85 - $114.22 $253K - $580K
5.07K $579K
IGRO
Ishares Tr International Divid

ETFs
3.6K
+ 5.45%
$66.91 - $73.87 $241K - $266K
69.7K $5.05M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
15.8K
New
$32.66 - $36.43 $517K - $577K
15.8K $555K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
9.4K
+ 65.97%
$60.05 - $72.21 $565K - $679K
23.7K $1.48M
AFRM
Affirm Holdings, Inc.

Technology
12.2K
New
$43.7 - $80.98 $531K - $984K
12.2K $549K
HYLS
First Tr Tactical High Yield L

ETFs
13.7K
+ 20.26%
$40.95 - $41.77 $563K - $574K
81.6K $3.35M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
8.79K
New
$55.23 - $64.6 $486K - $568K
8.79K $543K
FTQI
First Trust ETF Vi First Trust

ETFs
28.6K
New
$18.72 - $21.32 $536K - $610K
28.6K $539K
DOX
Amdocs LTD

Technology
3.51K
+ 10.34%
$82.21 - $92.02 $289K - $323K
37.5K $3.43M
PH
Parker Hannifin Corp

Industrials
1.47K
+ 11.42%
$591.65 - $707.05 $872K - $1.04M
14.4K $8.73M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
25.4K
+ 44.73%
$21.79 - $23.09 $554K - $587K
82.3K $1.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
10K
+ 203.88%
$50.44 - $50.7 $506K - $508K
14.9K $757K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.88K
+ 4.48%
$114.57 - $118.14 $330K - $340K
67.2K $7.94M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
11.1K
New
$39.44 - $47.66 $438K - $529K
11.1K $507K
LYV
Live Nation Entertainment, Inc.

Communication Services
3.79K
+ 65.29%
$115.79 - $154.66 $439K - $586K
9.59K $1.25M
VDE
Vanguard Energy ETF

ETFs
1.95K
+ 6.72%
$119.14 - $132.76 $233K - $259K
31K $4.02M
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.3K
+ 94.55%
$45.56 - $47.23 $469K - $486K
21.2K $996K
FDL
First Tr Morningstar Dividend

ETFs
2.44K
+ 2.08%
$39.69 - $43.83 $96.9K - $107K
120K $5.21M
VRIG
Invesco Actively Managed ETF F

ETFs
18.9K
New
$25.06 - $25.19 $475K - $477K
18.9K $475K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
5.76K
+ 205.61%
$82.81 - $96.53 $477K - $556K
8.55K $717K
PANW
Palo Alto Networks Inc

Technology
8.08K
+ 9.8%
$167.82 - $208.28 $1.36M - $1.68M
90.6K $15.5M
NEM
Newmont Corp

Basic Materials
8.75K
New
$37.79 - $48.39 $331K - $424K
8.75K $422K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.63K
New
$61.9 - $66.89 $410K - $443K
6.63K $421K
APPF
Appfolio Inc

Technology
1.91K
New
$206.66 - $260.64 $394K - $497K
1.91K $419K
IGLB
Ishares 10+ Year Investment Gr

ETFs
6.18K
+ 4.84%
$48.32 - $51.22 $298K - $316K
134K $6.72M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.53K
+ 153.51%
$48.65 - $53.06 $366K - $400K
12.4K $645K
GL
Globe Life Inc.

Financial Services
89
+ 0.45%
$111.2 - $131.72 $9.9K - $11.7K
19.8K $2.6M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
20.3K
+ 20.74%
$19.8 - $19.97 $402K - $406K
118K $2.35M
PULS
Pgim ETF Tr

ETFs
8.01K
+ 39.73%
$49.56 - $49.78 $397K - $399K
28.2K $1.4M
VPU
Vanguard Utilities ETF

ETFs
423
+ 0.95%
$161.24 - $173.33 $68.2K - $73.3K
45K $7.69M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.33K
+ 2.46%
$30.38 - $34.94 $101K - $116K
139K $4.75M
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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