Envestnet Portfolio Solutions, Inc. Purchases in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SKYY
First Trust Cloud Computing Et

ETFs
2.31K
New
$118.24 - $138.53 $273K - $320K
2.31K $310K
PCOR
Procore Technologies, Inc.

Technology
3.89K
+ 87.73%
$61.62 - $76.64 $240K - $298K
8.32K $606K
DEMZ
The Advisors Inner Circle Fd I

ETFs
3.27K
+ 5.66%
$38.84 - $41.8 $127K - $137K
61K $2.55M
BX
Blackstone Inc.

Financial Services
375
+ 3.4%
$152.77 - $188.68 $57.3K - $70.8K
11.4K $1.95M
INMU
Blackrock ETF Tr Ii Intermedia
12.3K
New
$23.29 - $23.97 $287K - $295K
12.3K $294K
IDCC
Inter Digital, Inc.

Communication Services
853
New
$221.35 - $349.23 $189K - $298K
853 $294K
MLN
Vaneck Long Muni ETF

ETFs
15.5K
+ 49.39%
$16.52 - $17.5 $257K - $272K
47K $821K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.51K
New
$107.27 - $113.94 $270K - $286K
2.51K $285K
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.56K
New
$112.56 - $177.14 $176K - $276K
1.56K $276K
NTES
Net Ease, Inc.

Communication Services
1.82K
New
$127.31 - $159.34 $231K - $290K
1.82K $276K
SHYD
Vaneck Short High Yield Muni E

ETFs
11.8K
+ 112.49%
$22.31 - $23.01 $263K - $271K
22.3K $509K
TOL
Toll Brothers, Inc.

Consumer Cyclical
46
+ 0.42%
$113.78 - $148.0 $5.23K - $6.81K
11.1K $1.54M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.3K
+ 32.47%
$164.63 - $174.58 $214K - $227K
5.31K $926K
CVLT
Commvault Systems Inc

Technology
1.42K
New
$163.43 - $195.41 $233K - $278K
1.42K $268K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
9.66K
+ 8.39%
$24.39 - $24.93 $235K - $241K
125K $3.08M
BWX
Spdr Bloomberg International T

ETFs
12.9K
+ 20.7%
$22.58 - $23.5 $291K - $303K
75.1K $1.73M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
5.13K
New
$49.0 - $51.91 $252K - $267K
5.13K $266K
CGCP
Capital Group Core Plus Income

ETFs
11.2K
+ 37.53%
$22.27 - $22.95 $249K - $257K
41K $932K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
10.7K
New
$23.69 - $24.32 $254K - $260K
10.7K $260K
IJK
Ishares S&P Midcap 400 Growth

ETFs
490
+ 1.14%
$91.28 - $97.59 $44.7K - $47.8K
43.4K $4.17M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
9.03K
+ 6.99%
$19.44 - $20.43 $176K - $185K
138K $2.81M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
4.2K
+ 53.5%
$53.62 - $55.95 $225K - $235K
12K $673K
TER
Teradyne, Inc

Technology
692
+ 20.95%
$90.15 - $137.64 $62.4K - $95.2K
4K $549K
ALB
Albemarle Corp

Basic Materials
3.09K
New
$62.9 - $88.1 $194K - $272K
3.09K $250K
AOSL
Alpha & Omega Semiconductor LTD

Technology
8.9K
New
$24.69 - $30.69 $220K - $273K
8.9K $248K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.68K
+ 43.2%
$24.69 - $25.26 $239K - $245K
32.1K $806K
MLI
Mueller Industries Inc

Industrials
730
+ 9.25%
$82.07 - $101.7 $59.9K - $74.2K
8.63K $872K
EFX
Equifax Inc

Industrials
1.02K
+ 17.35%
$234.03 - $265.73 $238K - $270K
6.88K $1.76M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.69K
+ 19.73%
$85.31 - $97.03 $144K - $164K
10.3K $978K
VCYT
Veracyte, Inc.

Healthcare
7.08K
New
$23.03 - $34.33 $163K - $243K
7.08K $243K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.88K
New
$46.61 - $49.24 $227K - $240K
4.88K $240K
HYLS
First Tr Tactical High Yield L

ETFs
5.27K
+ 7.66%
$41.62 - $42.32 $219K - $223K
74.1K $3.11M
GRMN
Garmin LTD

Technology
470
+ 14.81%
$211.13 - $246.22 $99.2K - $116K
3.64K $896K
SNOW
Snowflake Inc.

Technology
972
+ 13.19%
$191.73 - $241.0 $186K - $234K
8.34K $1.88M
HMC
Honda Motor CO LTD

Consumer Cyclical
7.54K
New
$29.11 - $34.85 $219K - $263K
7.54K $232K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.43K
New
$94.11 - $95.78 $228K - $232K
2.43K $232K
TOST
Toast, Inc.

Technology
9.86K
+ 59.02%
$36.51 - $49.3 $360K - $486K
26.6K $969K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 9.13%
$98.53 - $107.1 $127K - $138K
15.4K $1.62M
DHS
Wisdomtree Tr U.S

ETFs
1.68K
+ 13.45%
$96.42 - $101.82 $162K - $171K
14.1K $1.42M
PVAL
Putnam ETF Tr Putnam Focused L
5.33K
New
$39.93 - $42.72 $213K - $228K
5.33K $227K
MSTR
Microstrategy Inc

Technology
897
+ 117.41%
$300.7 - $455.9 $270K - $409K
1.66K $535K
E
Eni Spa

Energy
6.51K
New
$32.55 - $35.93 $212K - $234K
6.51K $227K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
5.18K
New
$35.24 - $44.04 $183K - $228K
5.18K $226K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
163
+ 14.0%
$311.12 - $482.13 $50.7K - $78.6K
1.33K $605K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
2.95K
+ 35.86%
$65.41 - $69.67 $193K - $206K
11.2K $778K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.09K
New
$39.37 - $44.24 $200K - $225K
5.09K $222K
OMF
One Main Holdings, Inc.

Financial Services
3.9K
New
$55.61 - $62.61 $217K - $244K
3.9K $220K
YLD
Principal Exchange Traded Fds

ETFs
10.4K
+ 5.15%
$19.14 - $19.46 $198K - $202K
212K $4.12M
TPR
Tapestry, Inc.

Consumer Cyclical
346
+ 4.98%
$86.48 - $116.14 $29.9K - $40.2K
7.29K $825K
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email