Envestnet Portfolio Solutions, Inc. Purchases in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.5K
New
$40.97 - $42.66 $553K - $576K
13.5K $558K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
10.6K
New
$51.58 - $52.91 $548K - $563K
10.6K $549K
APH
Amphenol Corp

Technology
2.97K
+ 3.75%
$62.07 - $75.35 $184K - $224K
82.2K $5.71M
VB
Vanguard Small Cap ETF

ETFs
13
+ 0.01%
$233.76 - $261.58 $3.04K - $3.4K
173K $41.7M
LNT
Alliant Energy Corp

Utilities
10.6K
+ 18.05%
$56.24 - $63.63 $594K - $673K
69.1K $4.09M
ETN
Eaton Corp PLC

Industrials
1.49K
+ 2.03%
$326.96 - $377.52 $486K - $561K
74.5K $24.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.51K
+ 9.99%
$53.94 - $58.15 $405K - $436K
82.6K $4.66M
EMHC
Spdr Bloomberg Emerging Market
38.7K
+ 13.14%
$23.7 - $25.01 $918K - $969K
334K $7.93M
CB
Chubb LTD

Financial Services
2.71K
+ 14.68%
$271.57 - $301.89 $737K - $819K
21.2K $5.86M
VLUE
Ishares Msci Usa Value Factor

ETFs
5.34K
+ 47.92%
$104.01 - $115.38 $556K - $617K
16.5K $1.74M
FDMO
Fidelity Covington Tr Momentum

ETFs
6.59K
+ 41.66%
$65.49 - $73.33 $431K - $483K
22.4K $1.56M
QDPL
Pacer Fds Tr Metaurus Us Large
13.4K
New
$37.54 - $40.11 $503K - $537K
13.4K $514K
OPER
ETF Ser Solutions Clearshares

ETFs
5.08K
+ 252.01%
$100.03 - $100.53 $508K - $510K
7.09K $709K
TTWO
Take Two Interactive Software Inc

Communication Services
442
+ 3.15%
$147.66 - $190.46 $65.3K - $84.2K
14.5K $2.67M
HSY
Hershey CO

Consumer Defensive
4.63K
+ 36.73%
$168.67 - $193.65 $781K - $897K
17.2K $2.92M
REZ
Ishares Tr Residential And Mul

ETFs
6.61K
+ 144.9%
$79.04 - $89.77 $523K - $594K
11.2K $905K
RSG
Republic Services, Inc.

Industrials
2.35K
+ 3.93%
$198.0 - $218.75 $465K - $514K
62.2K $12.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
305
+ 3.85%
$173.13 - $258.09 $52.8K - $78.7K
8.23K $1.9M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
40K
+ 122.5%
$10.4 - $12.75 $416K - $510K
72.6K $851K
NANR
Spdr Index Shs Fds S&P North A

ETFs
9.52K
New
$50.02 - $58.31 $476K - $555K
9.52K $486K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
10.1K
New
$47.5 - $47.86 $479K - $482K
10.1K $479K
SNOW
Snowflake Inc.

Technology
949
+ 11.43%
$109.65 - $186.51 $104K - $177K
9.26K $1.43M
EPI
Wisdomtree Tr India Earnings F

ETFs
10.3K
New
$45.09 - $50.08 $465K - $517K
10.3K $467K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
4.77K
New
$93.27 - $105.01 $444K - $500K
4.77K $458K
RGA
Reinsurance Group Of America Inc

Financial Services
2.73K
+ 9.25%
$201.26 - $231.95 $549K - $633K
32.2K $6.89M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
18.3K
+ 110.79%
$27.09 - $32.06 $496K - $587K
34.9K $976K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.8K
+ 43.88%
$45.39 - $62.98 $263K - $365K
19K $1.08M
HYLB
Xtrackers Usd High Yield Corp

ETFs
21.4K
+ 5.52%
$35.95 - $36.76 $770K - $788K
410K $14.8M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
24.5K
+ 53.4%
$18.62 - $19.05 $456K - $466K
70.3K $1.32M
DOX
Amdocs LTD

Technology
5.93K
+ 21.15%
$82.94 - $92.86 $492K - $550K
34K $2.89M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
877
+ 6.62%
$229.83 - $258.46 $202K - $227K
14.1K $3.49M
IFRA
Ishares Tr

ETFs
24.7K
+ 2.38%
$45.94 - $51.71 $1.13M - $1.28M
1.06M $49.1M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.83K
+ 63.36%
$110.69 - $154.48 $314K - $438K
7.3K $928K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
22K
New
$19.27 - $20.9 $424K - $460K
22K $434K
SQ
Block, Inc.

Technology
2.73K
+ 24.15%
$65.06 - $98.92 $178K - $270K
14K $1.19M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
13.3K
+ 24.09%
$50.06 - $55.0 $668K - $733K
68.7K $3.45M
DXCM
Dexcom Inc

Healthcare
3.78K
+ 30.51%
$65.68 - $81.01 $248K - $306K
16.2K $1.26M
ESI
Element Solutions Inc

Basic Materials
17.9K
+ 108.48%
$24.64 - $29.33 $441K - $524K
34.4K $873K
TPR
Tapestry, Inc.

Consumer Cyclical
2.86K
+ 21.86%
$43.54 - $66.18 $124K - $189K
15.9K $1.04M
TPL
Texas Pacific Land Corp

Energy
383
New
$915.49 - $1730.0 $351K - $663K
383 $423K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11.3K
+ 6.51%
$48.48 - $49.47 $549K - $560K
185K $9.01M
GLD
Spdr Gold Trust

ETFs
2.12K
+ 2.17%
$236.59 - $257.5 $501K - $545K
99.6K $24.1M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
9.82K
New
$41.66 - $43.47 $409K - $427K
9.82K $418K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
11.3K
New
$36.36 - $43.93 $411K - $496K
11.3K $410K
IBUY
Amplify ETF Tr Amplify Online

ETFs
6.16K
New
$59.83 - $69.71 $369K - $430K
6.16K $398K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
23.4K
New
$16.36 - $22.16 $383K - $518K
23.4K $389K
FVAL
Fidelity Covington Tr Value Fa

ETFs
6.1K
+ 37.8%
$60.19 - $64.39 $367K - $393K
22.2K $1.37M
FV
First Trust Dorsey Wright Focu

ETFs
6.23K
+ 29.47%
$57.47 - $62.82 $358K - $391K
27.4K $1.62M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
8.46K
+ 125.9%
$48.5 - $53.31 $410K - $451K
15.2K $738K
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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