Envestnet Portfolio Solutions, Inc. Purchases in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PII
Polaris Inc.

Consumer Cyclical
13.7K
New
$31.97 - $42.61 $438K - $584K
13.7K $557K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.69K
+ 167.69%
$262.08 - $316.81 $443K - $536K
2.7K $847K
DGII
Digi International Inc

Technology
14.1K
+ 164.35%
$23.13 - $34.92 $326K - $493K
22.7K $791K
SHC
Sotera Health CO

Healthcare
50K
+ 312.78%
$9.8 - $13.5 $490K - $675K
66K $733K
TRV
Travelers Companies, Inc.

Financial Services
1.85K
+ 11.62%
$233.83 - $276.34 $433K - $512K
17.8K $4.76M
SAIC
Science Applications International Corp

Technology
4.81K
+ 269.69%
$100.22 - $123.41 $482K - $594K
6.6K $743K
TGTX
Tg Therapeutics, Inc.

Healthcare
15.1K
New
$33.37 - $45.51 $504K - $687K
15.1K $543K
REXR
Rexford Industrial Realty, Inc.

Real Estate
15.8K
+ 297.44%
$31.57 - $39.41 $499K - $623K
21.1K $750K
TRN
Trinity Industries Inc

Industrials
20K
New
$24.11 - $28.86 $483K - $578K
20K $541K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
21.2K
+ 22.58%
$23.32 - $24.45 $494K - $518K
115K $2.81M
WTRG
Essential Utilities, Inc.

Utilities
14.3K
New
$36.92 - $41.39 $529K - $593K
14.3K $532K
MLN
Vaneck Long Muni ETF

ETFs
31.4K
New
$16.49 - $17.52 $519K - $551K
31.4K $531K
TDS
Telephone & Data Systems Inc

Communication Services
15.4K
+ 222.35%
$31.74 - $39.52 $488K - $607K
22.3K $792K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
11.7K
New
$38.29 - $44.77 $448K - $524K
11.7K $524K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.9K
New
$41.22 - $48.01 $451K - $525K
10.9K $524K
UMBF
Umb Financial Corp

Financial Services
4.76K
+ 85.97%
$86.4 - $107.99 $411K - $514K
10.3K $1.08M
ALE
Allete Inc

Utilities
8.14K
New
$63.53 - $65.71 $517K - $535K
8.14K $521K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
8.45K
New
$38.28 - $61.65 $324K - $521K
8.45K $521K
CORT
Corcept Therapeutics Inc

Healthcare
9.82K
+ 193.58%
$62.24 - $91.93 $611K - $903K
14.9K $1.09M
WSO
Watsco Inc

Industrials
1.63K
+ 52.48%
$421.84 - $520.66 $687K - $848K
4.73K $2.09M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
6.87K
+ 91.03%
$49.85 - $64.51 $343K - $443K
14.4K $930K
PRGO
Perrigo CO PLC

Healthcare
19.1K
New
$24.36 - $27.91 $464K - $532K
19.1K $509K
ESE
Esco Technologies Inc

Technology
2.23K
+ 92.79%
$139.86 - $194.5 $311K - $433K
4.62K $887K
BRO
Brown & Brown, Inc.

Financial Services
5.58K
+ 63.7%
$104.48 - $124.43 $583K - $695K
14.4K $1.59M
CPF
Central Pacific Financial Corp

Financial Services
17.8K
New
$23.98 - $28.03 $427K - $500K
17.8K $499K
AMED
Amedisys Inc

Healthcare
5.01K
New
$91.31 - $98.39 $457K - $493K
5.01K $492K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
16.2K
+ 25.91%
$27.01 - $28.59 $437K - $462K
78.5K $2.25M
GEF
Greif, Inc

Consumer Cyclical
6.84K
+ 147.46%
$49.01 - $66.46 $335K - $454K
11.5K $745K
TTEK
Tetra Tech Inc

Industrials
5.07K
+ 11.07%
$28.01 - $36.25 $142K - $184K
50.9K $1.83M
XPEL
Xpel, Inc.

Consumer Cyclical
13.6K
New
$24.72 - $38.85 $336K - $528K
13.6K $488K
NSIT
Insight Enterprises Inc

Technology
3.53K
New
$128.11 - $147.65 $452K - $521K
3.53K $487K
CGNX
Cognex Corp

Technology
14.5K
+ 127.52%
$23.27 - $32.07 $338K - $466K
25.9K $822K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.86K
+ 6.0%
$45.88 - $54.4 $223K - $265K
86K $4.68M
EGP
Eastgroup Properties Inc

Real Estate
3K
+ 106.31%
$145.28 - $176.09 $436K - $528K
5.82K $973K
FBP
First Bancorp

Financial Services
22.8K
New
$16.84 - $21.1 $384K - $481K
22.8K $474K
ADMA
Adma Biologics, Inc.

Healthcare
27K
+ 222.95%
$17.6 - $24.51 $475K - $661K
39.1K $711K
FDMO
Fidelity Covington Tr Momentum

ETFs
2.45K
+ 9.28%
$58.0 - $75.86 $142K - $186K
28.9K $2.19M
PRG
Prog Holdings, Inc.

Industrials
16K
New
$24.02 - $30.31 $385K - $486K
16K $470K
DASH
Door Dash, Inc.

Communication Services
540
+ 10.29%
$163.16 - $246.51 $88.1K - $133K
5.79K $1.43M
DIOD
Diodes Inc

Technology
8.85K
New
$34.26 - $52.89 $303K - $468K
8.85K $468K
GFF
Griffon Corp

Industrials
6.37K
+ 201.87%
$64.73 - $74.97 $413K - $478K
9.53K $689K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
4.13K
New
$99.46 - $129.39 $411K - $535K
4.13K $464K
AROC
Archrock, Inc.

Energy
19.3K
+ 171.14%
$21.0 - $27.11 $405K - $523K
30.6K $758K
DNOW
Now Inc.

Energy
33.4K
+ 228.54%
$14.18 - $17.31 $474K - $578K
48K $711K
PSTG
Pure Storage, Inc.

Technology
5.6K
+ 56.52%
$37.18 - $57.58 $208K - $323K
15.5K $893K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
10.1K
New
$34.1 - $47.63 $344K - $480K
10.1K $451K
VRTS
Virtus Investment Partners, Inc.

Financial Services
2.48K
New
$143.2 - $185.33 $355K - $459K
2.48K $449K
OC
Owens Corning

Industrials
3.35K
+ 124.85%
$126.32 - $147.75 $423K - $495K
6.04K $829K
SLVM
Sylvamo Corp

Basic Materials
8.89K
New
$50.1 - $68.36 $445K - $608K
8.89K $445K
Activity Summary
Buys All Purchases 662 New Holdings 142 Increased Positions 520 Sells All Sells 848 Reductions 848 Sold out 0 Options Calls 0 Puts 0
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