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
MNST
Monster Beverage Corp

Consumer Defensive
7.52K
+ 10.08%
$45.01 - $52.47 $339K - $395K
82.2K $4.29M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
614
+ 3.33%
$150.01 - $182.29 $92.1K - $112K
19.1K $3.47M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
6.2K
+ 10.6%
$39.24 - $45.31 $243K - $281K
64.7K $2.87M
DOX
Amdocs LTD

Technology
3.77K
+ 15.54%
$78.13 - $87.85 $294K - $331K
28K $2.45M
EXAS
Exact Sciences Corp

Healthcare
432
+ 2.22%
$42.43 - $70.83 $18.3K - $30.6K
19.9K $1.36M
SYY
Sysco Corp

Consumer Defensive
1.19K
+ 1.82%
$69.16 - $78.98 $82.5K - $94.2K
66.7K $5.21M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
27.9K
+ 39.51%
$16.42 - $18.12 $458K - $506K
98.5K $1.78M
PEG
Public Service Enterprise Group Inc

Utilities
1.04K
+ 3.7%
$73.58 - $89.21 $76.6K - $92.9K
29.2K $2.6M
BWX
Spdr Bloomberg International T

ETFs
12.7K
+ 10.61%
$21.34 - $23.47 $272K - $299K
133K $3.1M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
16.4K
+ 42.71%
$28.09 - $30.4 $461K - $499K
54.8K $1.66M
ICF
Ishares Tr

ETFs
1.97K
+ 4.31%
$56.77 - $67.33 $112K - $133K
47.8K $3.15M
PRI
Primerica, Inc.

Financial Services
1.26K
+ 19.16%
$233.01 - $266.6 $293K - $335K
7.82K $2.07M
HWM
Howmet Aerospace Inc.

Industrials
209
+ 0.94%
$77.3 - $100.22 $16.2K - $20.9K
22.4K $2.24M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.75K
+ 2.44%
$75.47 - $83.18 $132K - $145K
73.2K $6.09M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.85K
+ 17.23%
$94.31 - $103.26 $363K - $398K
26.2K $2.69M
SONY
Sony Group Corp

Technology
1.53K
+ 4.8%
$81.61 - $98.65 $125K - $151K
33.5K $3.23M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
19K
+ 25.44%
$23.04 - $24.06 $437K - $457K
93.6K $2.25M
KNSL
Kinsale Capital Group, Inc.

Financial Services
672
+ 26.46%
$370.41 - $491.09 $249K - $330K
3.21K $1.5M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
6.23K
+ 4.52%
$26.13 - $31.72 $163K - $198K
144K $4.47M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.41K
+ 4.38%
$138.82 - $162.76 $195K - $229K
33.5K $5.45M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
8.92K
+ 54.9%
$47.29 - $52.55 $422K - $468K
25.2K $1.32M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8.43K
+ 23.86%
$62.4 - $62.4 $526K - $526K
43.7K $2.73M
EXC
Exelon Corp

Utilities
8.05K
+ 27.04%
$34.24 - $40.55 $276K - $327K
37.8K $1.53M
TXN
Texas Instruments Inc

Technology
2.54K
+ 5.01%
$194.6 - $194.6 $494K - $494K
53.2K $10.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.7K
+ 14.83%
$49.7 - $56.11 $482K - $544K
75.1K $4.13M
JD
Jd.Com, Inc.

Consumer Cyclical
12.4K
New
$24.95 - $40.01 $309K - $496K
12.4K $495K
OHI
Omega Healthcare Investors Inc

Real Estate
12.2K
New
$33.55 - $41.29 $408K - $502K
12.2K $494K
TDIV
First Trust Nasdaq Technology

ETFs
1.71K
+ 2.26%
$70.51 - $81.07 $121K - $139K
77.7K $6.24M
MTD
Mettler Toledo International Inc

Healthcare
309
+ 175.57%
$1308.0 - $1521.03 $404K - $470K
485 $727K
HOLX
Hologic Inc

Healthcare
4.49K
+ 28.09%
$73.48 - $83.64 $330K - $375K
20.5K $1.67M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
5.16K
New
$90.85 - $93.3 $469K - $481K
5.16K $480K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.55K
+ 21.49%
$152.9 - $180.39 $389K - $459K
14.4K $2.51M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.18K
+ 52.83%
$175.0 - $190.72 $382K - $416K
6.31K $1.2M
GBIL
Goldman Sachs Access Treasury

ETFs
4.64K
+ 13.99%
$99.7 - $100.3 $463K - $465K
37.8K $3.79M
YJUN
First Tr Exchange Traded Fd Vi
20.4K
New
$21.48 - $23.09 $438K - $471K
20.4K $466K
DMAR
First Tr Ex Tr Viii Cboe Vest
12.4K
New
$35.04 - $37.34 $436K - $465K
12.4K $464K
DUOL
Duolingo, Inc.

Technology
1.64K
New
$158.85 - $287.54 $261K - $473K
1.64K $463K
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.41K
+ 62.09%
$38.04 - $45.36 $320K - $381K
21.9K $980K
KAI
Kadant Inc

Industrials
1.36K
New
$290.3 - $356.64 $395K - $485K
1.36K $459K
AVB
Avalonbay Communities Inc

Real Estate
1.6K
+ 30.43%
$200.95 - $234.65 $321K - $375K
6.85K $1.54M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
14.5K
+ 10.91%
$24.39 - $25.28 $354K - $367K
147K $3.71M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.09K
+ 51.99%
$61.47 - $67.36 $374K - $410K
17.8K $1.2M
PKG
Packaging Corp Of America

Consumer Cyclical
1.05K
+ 15.47%
$176.32 - $215.7 $186K - $227K
7.86K $1.69M
NVS
Novartis Ag

Healthcare
1.59K
+ 5.05%
$106.13 - $120.89 $168K - $192K
33K $3.79M
FCN
Fti Consulting, Inc

Industrials
1.91K
+ 170.6%
$213.61 - $230.59 $408K - $440K
3.03K $688K
SYK
Stryker Corp

Healthcare
168
+ 0.91%
$315.94 - $371.96 $53.1K - $62.5K
18.6K $6.73M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.44K
+ 11.55%
$66.56 - $75.11 $229K - $258K
33.2K $2.48M
WY
Weyerhaeuser CO

Real Estate
8.92K
+ 34.14%
$27.05 - $33.84 $241K - $302K
35K $1.19M
MANH
Manhattan Associates Inc

Technology
919
+ 17.18%
$218.59 - $286.0 $201K - $263K
6.27K $1.76M
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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