Envestnet Portfolio Solutions, Inc. Purchases in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
10.6K
+ 33.21%
$67.67 - $80.78 $720K - $859K
42.7K $3.45M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.9K
+ 13.23%
$44.65 - $47.21 $933K - $987K
179K $8.36M
TMUS
T Mobile Us, Inc.

Communication Services
2.78K
+ 12.28%
$175.14 - $206.36 $487K - $574K
25.4K $5.25M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.35K
+ 3.06%
$66.31 - $74.08 $355K - $396K
180K $13.2M
TT
Trane Technologies PLC

Industrials
1.58K
+ 15.02%
$314.21 - $388.71 $496K - $614K
12.1K $4.7M
CGUS
Capital Group Core Equity ETF
15.5K
+ 4.57%
$31.19 - $34.33 $484K - $533K
355K $12.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
40.3K
+ 64.42%
$28.75 - $29.46 $1.16M - $1.19M
103K $3.02M
SCHQ
Schwab Strategic Tr Long Term

ETFs
24.9K
+ 15.81%
$32.17 - $35.98 $802K - $897K
183K $6.39M
TJX
Tjx Companies Inc

Consumer Cyclical
1.91K
+ 1.45%
$107.93 - $120.23 $206K - $230K
134K $15.7M
HYLS
First Tr Tactical High Yield L

ETFs
26.4K
+ 36.16%
$40.54 - $42.23 $1.07M - $1.12M
99.5K $4.17M
ATI
Allegheny Technologies Inc

Industrials
17.6K
New
$54.26 - $67.71 $956K - $1.19M
17.6K $1.18M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.81K
+ 5.9%
$77.02 - $85.06 $448K - $494K
104K $8.82M
VFH
Vanguard Financial ETF

ETFs
3.28K
+ 4.12%
$99.27 - $111.21 $326K - $365K
82.9K $9.11M
AMZN
Amazon Com Inc

Consumer Cyclical
26.6K
+ 4.85%
$161.02 - $200.0 $4.28M - $5.31M
575K $107M
TXT
Textron Inc

Industrials
12.8K
+ 282.76%
$83.46 - $94.02 $1.07M - $1.21M
17.4K $1.54M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.61K
+ 16.33%
$57.22 - $80.08 $321K - $450K
40K $3.12M
HYLB
Xtrackers Usd High Yield Corp

ETFs
15.5K
+ 4.15%
$35.26 - $36.92 $546K - $572K
388K $14.3M
TRU
Trans Union

Industrials
10.5K
New
$72.72 - $106.05 $767K - $1.12M
10.5K $1.1M
URI
United Rentals, Inc.

Industrials
790
+ 27.95%
$627.41 - $814.1 $496K - $643K
3.62K $2.93M
BOND
Pimco Active Bond Exchange Tra

ETFs
7.52K
+ 7.01%
$90.01 - $95.32 $676K - $716K
115K $10.9M
CTAS
Cintas Corp

Industrials
14.2K
+ 379.25%
$201.38 - $819.83 $2.86M - $11.6M
17.9K $3.69M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
18.9K
+ 21.59%
$31.95 - $38.02 $604K - $719K
107K $3.99M
OLED
Universal Display Corp Pa

Technology
5.03K
+ 267.02%
$157.72 - $236.42 $793K - $1.19M
6.91K $1.45M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.3K
+ 23.09%
$63.46 - $71.43 $717K - $807K
60.2K $4.27M
JCI
Johnson Controls International PLC

Industrials
577
+ 0.64%
$65.52 - $77.61 $37.8K - $44.8K
91.1K $7.07M
DHI
Horton D R Inc

Consumer Cyclical
417
+ 2.2%
$135.21 - $197.06 $56.4K - $82.2K
19.4K $3.69M
DFS
Discover Financial Services

Financial Services
2.52K
+ 3.69%
$123.41 - $144.72 $311K - $365K
70.9K $9.94M
FPE
First Tr Pfd Secs & Income ETF

ETFs
50.5K
+ 45.8%
$17.35 - $18.22 $877K - $921K
161K $2.91M
SRLN
Ssga Active Trust

ETFs
24K
+ 12.19%
$40.93 - $41.85 $984K - $1.01M
221K $9.24M
GTO
Invesco Actively Managed ETF T

ETFs
14.1K
+ 8.82%
$46.22 - $48.77 $651K - $687K
174K $8.4M
ADP
Automatic Data Processing Inc

Industrials
44
+ 0.17%
$233.44 - $279.45 $10.3K - $12.3K
25.6K $7.08M
CB
Chubb LTD

Financial Services
1.43K
+ 8.37%
$252.51 - $292.2 $361K - $417K
18.5K $5.33M
CMS
Cms Energy Corp

Utilities
1.59K
+ 2.05%
$58.7 - $70.62 $93.4K - $112K
79.1K $5.58M
FBT
First Trust Nyse Arca Biotechn

ETFs
5.65K
New
$152.39 - $172.91 $861K - $976K
5.65K $970K
KKR
Kkr & Co. Inc.

Financial Services
2.21K
+ 8.31%
$104.51 - $133.23 $231K - $295K
28.8K $3.77M
PHM
Pultegroup Inc

Consumer Cyclical
2.5K
+ 14.05%
$103.95 - $144.98 $260K - $362K
20.3K $2.91M
SPOT
Spotify Technology S.A.

Communication Services
1.48K
+ 20.06%
$290.16 - $384.01 $431K - $570K
8.88K $3.27M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4.72K
+ 83.69%
$194.69 - $239.18 $918K - $1.13M
10.3K $2.16M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.07K
+ 78.27%
$98.99 - $101.51 $897K - $920K
20.6K $2.09M
NUDM
Nuveen Esg International Devel

ETFs
2.45K
+ 0.72%
$30.15 - $34.01 $73.8K - $83.3K
342K $11.5M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
15.3K
+ 2.27%
$21.61 - $22.87 $330K - $349K
686K $15.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18.4K
+ 25.15%
$50.63 - $51.11 $933K - $941K
91.7K $4.68M
CLX
Clorox CO

Consumer Defensive
2.58K
+ 13.34%
$131.73 - $166.97 $339K - $430K
21.9K $3.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.17K
+ 3.29%
$81.31 - $83.29 $583K - $597K
225K $18.7M
TDG
Trans Digm Group Inc

Industrials
243
+ 6.35%
$1202.03 - $1427.41 $292K - $347K
4.07K $5.81M
KRE
Spdr S&P Regional Banking ETF

ETFs
16K
New
$47.94 - $59.23 $769K - $950K
16K $907K
AXP
American Express CO

Financial Services
773
+ 4.4%
$225.92 - $271.17 $175K - $210K
18.3K $4.97M
LNT
Alliant Energy Corp

Utilities
6.31K
+ 12.09%
$50.74 - $60.74 $320K - $384K
58.6K $3.55M
CAH
Cardinal Health Inc

Healthcare
4.28K
+ 12.57%
$93.74 - $114.66 $401K - $491K
38.3K $4.24M
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
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