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
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.8K
+ 39.4%
$37.42 - $41.14 $105K - $115K
9.92K $406K
FQAL
Fidelity Covington Tr Quality

ETFs
2.5K
+ 13.61%
$63.12 - $69.13 $158K - $173K
20.8K $1.34M
PEAK
Healthpeak Properties, Inc.

Real Estate
6.87K
+ 16.15%
N/A
49.4K $937K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
5.24K
+ 5.91%
$24.07 - $24.5 $126K - $128K
93.8K $2.27M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.93K
+ 8.18%
$50.17 - $51.45 $147K - $150K
38.7K $1.95M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.82K
+ 2.64%
$49.22 - $51.73 $89.3K - $93.9K
70.5K $3.56M
FINV
Fin Volution Group

Financial Services
11.6K
New
$6.58 - $10.72 $76.1K - $124K
11.6K $111K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
4.57K
+ 1.79%
$21.05 - $21.54 $96.3K - $98.5K
260K $5.5M
AMBC
Ambac Financial Group Inc

Financial Services
12.5K
New
$8.25 - $12.41 $103K - $155K
12.5K $109K
BMI
Badger Meter Inc

Technology
761
+ 46.54%
$189.49 - $221.51 $144K - $169K
2.4K $455K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
424
+ 0.24%
$100.34 - $100.68 $42.5K - $42.7K
179K $18M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.76K
+ 17.49%
$56.63 - $59.39 $99.7K - $105K
11.8K $681K
PBI
Pitney Bowes Inc

Industrials
7.68K
+ 42.68%
$7.03 - $10.86 $54K - $83.4K
25.7K $232K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.02K
+ 21.01%
$42.18 - $45.16 $85.2K - $91.3K
11.6K $515K
TALO
Talos Energy Inc.

Energy
10.1K
New
$8.21 - $11.01 $83K - $111K
10.1K $98K
IDV
Ishares Tr

ETFs
1.9K
+ 19.93%
$27.0 - $31.7 $51.4K - $60.3K
11.4K $355K
DFSD
Dimensional ETF Tr Short Durat

ETFs
872
+ 1.1%
$46.74 - $47.55 $40.8K - $41.5K
80.1K $3.81M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.31K
+ 22.2%
$53.99 - $58.43 $70.8K - $76.6K
7.22K $415K
FV
First Trust Dorsey Wright Focu

ETFs
3.59K
+ 13.14%
$53.91 - $63.03 $194K - $226K
30.9K $1.7M
SSO
Proshares Ultra S&P 500

ETFs
1.44K
+ 36.8%
$80.57 - $100.21 $116K - $144K
5.35K $442K
VAW
Vanguard Materials ETF

ETFs
323
+ 1.81%
$185.71 - $202.46 $60K - $65.4K
18.2K $3.43M
HMN
Horace Mann Educators Corp

Financial Services
1.32K
+ 23.02%
$36.56 - $43.12 $48.1K - $56.7K
7.03K $300K
CLX
Clorox CO

Consumer Defensive
3.16K
+ 12.27%
$141.76 - $162.89 $448K - $515K
28.9K $4.26M
SHYD
Vaneck Short High Yield Muni E

ETFs
3.12K
+ 18.58%
$22.46 - $22.9 $70K - $71.4K
19.9K $447K
HYMU
Blackrock ETF Tr Ii High Yield
2.78K
+ 13.64%
$22.43 - $23.19 $62.3K - $64.4K
23.1K $531K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
714
+ 13.29%
$333.37 - $384.99 $238K - $275K
6.09K $2.04M
VONV
Vanguard Russell 1000 Value Et

ETFs
110
+ 0.24%
$80.21 - $86.14 $8.82K - $9.48K
46.5K $3.84M
FSMD
Fidelity Covington Tr Small Mi

ETFs
2.59K
+ 16.69%
$38.04 - $43.22 $98.3K - $112K
18.1K $707K
IGM
Ishares Expanded Tech Sector E

ETFs
1.01K
+ 47.09%
$90.67 - $108.46 $91.8K - $110K
3.16K $286K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
818
+ 2.21%
$46.26 - $47.48 $37.8K - $38.8K
37.8K $1.79M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
967
+ 1.01%
$50.87 - $51.09 $49.2K - $49.4K
96.9K $4.95M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
920
+ 2.47%
$40.79 - $42.32 $37.5K - $38.9K
38.2K $1.61M
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.5K
+ 29.29%
$38.51 - $45.32 $96.4K - $113K
11.1K $432K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
825
+ 35.02%
$103.96 - $122.36 $85.8K - $101K
3.18K $339K
TRGP
Targa Resources Corp.

Energy
111
+ 5.76%
$178.44 - $217.22 $19.8K - $24.1K
2.04K $408K
TDS
Telephone & Data Systems Inc

Communication Services
892
+ 14.83%
$32.18 - $40.31 $28.7K - $36K
6.91K $267K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1.22K
+ 9.39%
$28.66 - $31.72 $35K - $38.8K
14.2K $437K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.21K
+ 17.09%
$51.3 - $56.76 $62K - $68.6K
8.28K $438K
AROC
Archrock, Inc.

Energy
1.54K
+ 15.79%
$22.72 - $30.34 $34.9K - $46.6K
11.3K $295K
DBND
Doubleline ETF Tr Opportunisti

ETFs
998
+ 22.41%
$44.88 - $46.36 $44.8K - $46.3K
5.45K $251K
LUMN
Lumen Technologies, Inc.

Communication Services
19.2K
+ 92.15%
$3.92 - $5.92 $75.3K - $114K
40.1K $157K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
1.03K
+ 5.38%
$38.0 - $38.88 $39.3K - $40.2K
20.3K $774K
UDI
Uscf ETF Tr Divid Income Fd

ETFs
672
+ 1.33%
$28.46 - $30.45 $19.1K - $20.5K
51.3K $1.51M
DVAX
Dynavax Technologies Corp

Healthcare
3.2K
+ 31.13%
$12.39 - $14.4 $39.6K - $46K
13.5K $174K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
3.38K
+ 26.15%
$21.56 - $25.08 $72.8K - $84.6K
16.3K $351K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.25K
+ 8.78%
$55.58 - $62.24 $69.5K - $77.8K
15.5K $874K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.23K
+ 19.37%
$54.9 - $62.36 $67.3K - $76.4K
7.55K $419K
SKY
Skyline Champion Corp

Consumer Cyclical
172
+ 5.44%
$85.72 - $108.14 $14.7K - $18.6K
3.34K $316K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
1.92K
+ 8.51%
$20.07 - $20.16 $38.4K - $38.6K
24.4K $490K
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
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