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
SLV
I Shares Silver Trust

ETFs
3.64K
+ 13.73%
$26.93 - $31.32 $98K - $114K
30.1K $933K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.6K
New
$39.65 - $43.35 $222K - $243K
5.6K $235K
WDFC
Wd 40 CO

Basic Materials
955
New
$226.67 - $250.92 $216K - $240K
955 $233K
PCEF
Invesco Cef Income Composite E

ETFs
12.3K
+ 96.15%
$18.8 - $19.89 $231K - $244K
25.1K $472K
OKTA
Okta, Inc.

Technology
2.18K
New
$78.83 - $116.72 $171K - $254K
2.18K $228K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
10.8K
New
$20.11 - $21.21 $217K - $229K
10.8K $228K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
7.5K
+ 28.39%
$32.39 - $34.01 $243K - $255K
33.9K $1.1M
GFF
Griffon Corp

Industrials
3.16K
New
$68.06 - $80.91 $215K - $255K
3.16K $225K
CENTA
Central Garden & Pet Company C

Consumer Defensive
6.83K
New
$29.86 - $34.19 $204K - $233K
6.83K $223K
MKTX
Marketaxess Holdings Inc

Financial Services
1.98K
+ 9.23%
$189.81 - $226.47 $376K - $448K
23.4K $5.07M
CAR
Avis Budget Group, Inc.

Industrials
2.91K
New
$55.49 - $96.5 $162K - $281K
2.91K $221K
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
7.53K
+ 5.78%
$22.89 - $23.3 $172K - $175K
138K $3.21M
CASH
Meta Financial Group Inc

Financial Services
3K
New
$69.94 - $81.54 $210K - $245K
3K $219K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.31K
+ 19.04%
$50.25 - $55.9 $267K - $297K
33.2K $1.71M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.78K
New
$74.87 - $79.99 $208K - $223K
2.78K $214K
VRT
Vertiv Holdings CO

Industrials
2.47K
+ 2.81%
N/A
90.3K $7.82M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
8.69K
New
$19.53 - $25.74 $170K - $224K
8.69K $210K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.02K
New
$66.3 - $74.17 $200K - $224K
3.02K $209K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
8.67K
New
$21.95 - $24.74 $190K - $214K
8.67K $209K
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.31K
New
$37.17 - $41.44 $197K - $220K
5.31K $207K
OLN
Olin Corp

Basic Materials
8.51K
New
$23.36 - $34.41 $199K - $293K
8.51K $206K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
6.64K
New
$29.72 - $31.94 $197K - $212K
6.64K $204K
AVDE
American Centy ETF Tr Avantis

ETFs
3.07K
New
$60.63 - $68.55 $186K - $210K
3.07K $203K
KD
Kyndryl Holdings, Inc.

Technology
6.48K
New
$31.32 - $43.45 $203K - $282K
6.48K $203K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.1K
New
$178.65 - $194.73 $196K - $214K
1.1K $202K
FCAL
First Tr Iii Calif Mun High In

ETFs
4.13K
New
$48.53 - $49.76 $200K - $206K
4.13K $200K
PARR
Par Pacific Holdings, Inc.

Energy
13.6K
New
$12.4 - $18.4 $168K - $250K
13.6K $193K
VRE
Veris Residential, Inc.

Real Estate
11.2K
New
$15.41 - $17.05 $173K - $191K
11.2K $189K
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.83K
+ 17.22%
$58.79 - $65.0 $225K - $249K
26.1K $1.55M
GBIL
Goldman Sachs Access Treasury

ETFs
1.73K
+ 4.66%
$99.85 - $100.19 $173K - $173K
38.8K $3.89M
OVV
Ovintiv Inc.

Energy
3.81K
+ 71.94%
$37.84 - $45.91 $144K - $175K
9.11K $390K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
6.64K
+ 11.91%
$28.04 - $28.63 $186K - $190K
62.4K $1.75M
HOOD
Robinhood Markets, Inc.

Technology
3.11K
+ 36.86%
$35.63 - $65.28 $111K - $203K
11.5K $480K
CGGO
Capital Group Global Growth Eq

ETFs
11.1K
+ 6.56%
$28.33 - $30.84 $316K - $343K
181K $5.13M
EQR
Equity Residential

Real Estate
2.3K
+ 52.58%
$66.98 - $75.02 $154K - $172K
6.67K $477K
CNC
Centene Corp

Healthcare
2.53K
+ 3.48%
$55.93 - $65.89 $142K - $167K
75.1K $4.56M
FDMO
Fidelity Covington Tr Momentum

ETFs
4.03K
+ 17.98%
$63.36 - $74.35 $255K - $299K
26.4K $1.72M
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.44K
+ 12.49%
$21.28 - $35.62 $30.5K - $51.1K
12.9K $460K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8.41K
+ 11.95%
$18.54 - $18.88 $156K - $159K
78.7K $1.47M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.22K
+ 38.87%
$120.07 - $144.17 $147K - $176K
4.37K $542K
FSEC
Fidel Merrimack Str Tr

ETFs
3.32K
+ 47.65%
$41.92 - $43.78 $139K - $145K
10.3K $447K
QDPL
Pacer Fds Tr Metaurus Us Large
4.79K
+ 35.75%
$36.5 - $40.04 $175K - $192K
18.2K $663K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.45K
+ 9.97%
$59.78 - $60.03 $147K - $147K
27K $1.62M
GLDM
World Gold Trust

ETFs
919
+ 10.11%
$52.19 - $61.89 $48K - $56.9K
10K $619K
FLGV
Franklin Templeton ETF Trfrank

ETFs
6.54K
+ 22.37%
$19.92 - $20.57 $130K - $134K
35.8K $735K
BKR
Baker Hughes CO

Energy
1.02K
+ 3.0%
$41.16 - $48.85 $41.9K - $49.7K
34.9K $1.53M
ATI
Allegheny Technologies Inc

Industrials
4.13K
+ 17.24%
$50.0 - $65.86 $206K - $272K
28.1K $1.46M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
305
+ 5.75%
$111.19 - $129.47 $33.9K - $39.5K
5.61K $726K
ORCC
Owl Rock Capital Corp

Financial Services
10.5K
New
N/A
10.5K $141K
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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