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
GNTX
Gentex Corp

Consumer Cyclical
20.8K
+ 184.61%
$20.83 - $23.52 $433K - $489K
32.1K $705K
CIVI
Civitas Resources, Inc.

Energy
16.1K
New
$24.28 - $35.09 $391K - $565K
16.1K $443K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
505
+ 11.03%
$468.22 - $566.51 $236K - $286K
5.08K $2.88M
OLN
Olin Corp

Basic Materials
23.4K
+ 274.28%
$17.96 - $24.7 $419K - $577K
31.9K $640K
TMST
Timken Steel Corp

Basic Materials
20K
New
N/A
20K $429K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
11.6K
New
N/A
11.6K $427K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3.23K
+ 94.19%
$105.8 - $131.55 $341K - $425K
6.65K $855K
BRC
Brady Corp

Industrials
6.23K
New
$64.32 - $76.24 $401K - $475K
6.23K $423K
CUBI
Customers Bancorp, Inc.

Financial Services
7.12K
New
$42.75 - $58.98 $304K - $420K
7.12K $417K
CTRE
Care Trust Reit, Inc.

Real Estate
13K
+ 129.41%
$26.65 - $30.69 $346K - $398K
23K $703K
LSTR
Landstar System Inc

Industrials
3.26K
+ 100.46%
$131.55 - $151.93 $428K - $495K
6.5K $902K
AAL
American Airlines Group Inc.

Industrials
37.3K
New
N/A
37.3K $411K
PRGS
Progress Software Corp

Technology
6.45K
New
$54.68 - $64.66 $352K - $417K
6.45K $411K
FCF
First Commonwealth Financial Corp

Financial Services
25.3K
New
$14.08 - $16.35 $357K - $414K
25.3K $411K
JHML
John Hancock Multifactor Large

ETFs
5.56K
New
$59.74 - $73.35 $332K - $407K
5.56K $407K
CHCO
City Holding CO

Financial Services
3.32K
New
$108.93 - $123.42 $361K - $410K
3.32K $406K
DFIP
Dimensional ETF Tr Inflation P

ETFs
9.69K
New
$41.11 - $42.42 $398K - $411K
9.69K $405K
PIPR
Piper Sandler Companies

Financial Services
1.24K
+ 61.39%
$210.78 - $281.82 $261K - $349K
3.25K $903K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
14.5K
New
$25.26 - $29.45 $366K - $427K
14.5K $403K
LUMN
Lumen Technologies, Inc.

Communication Services
87.7K
+ 218.95%
$3.07 - $4.51 $269K - $396K
128K $559K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
14.8K
+ 6.57%
$24.48 - $24.9 $362K - $369K
240K $5.98M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
10.3K
New
$31.29 - $38.89 $322K - $400K
10.3K $399K
NBHC
National Bank Holdings Corp

Financial Services
10.6K
New
$33.92 - $38.84 $359K - $411K
10.6K $398K
PNFP
Pinnacle Financial Partners Inc

Financial Services
3.36K
+ 61.35%
$87.19 - $111.51 $293K - $375K
8.84K $975K
HUBG
Hub Group, Inc.

Industrials
11.8K
New
$31.29 - $38.01 $370K - $449K
11.8K $395K
ABM
Abm Industries Inc

Industrials
8.35K
New
$42.24 - $52.72 $353K - $440K
8.35K $394K
EIG
Employers Holdings, Inc.

Financial Services
8.27K
New
$46.08 - $51.35 $381K - $424K
8.27K $389K
VTOL
Bristow Group Inc.

Energy
11.8K
New
$25.74 - $34.31 $304K - $405K
11.8K $389K
MTRN
Materion Corp

Basic Materials
4.9K
New
$72.15 - $84.25 $353K - $413K
4.9K $388K
BC
Brunswick Corp

Consumer Cyclical
6.9K
+ 169.52%
$41.93 - $58.37 $289K - $403K
11K $606K
CYBR
Cyber Ark Software Ltd.

Technology
419
+ 13.61%
$305.98 - $406.88 $128K - $170K
3.5K $1.42M
SOXX
Ishares Semiconductor ETF

ETFs
1.07K
+ 42.12%
$154.86 - $239.07 $165K - $255K
3.6K $858K
INDA
Ishares Msci India Index Fund

ETFs
6.83K
New
$49.13 - $55.86 $336K - $382K
6.83K $380K
CWEN
Clearway Energy, Inc.

Utilities
11.8K
New
$26.74 - $32.22 $316K - $381K
11.8K $378K
HMN
Horace Mann Educators Corp

Financial Services
8.71K
+ 123.82%
$38.84 - $43.99 $338K - $383K
15.7K $676K
PFS
Provident Financial Services Inc

Financial Services
21.4K
New
$14.69 - $17.98 $315K - $385K
21.4K $375K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
22.9K
+ 105.0%
$21.02 - $26.3 $481K - $601K
44.6K $940K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
18.7K
+ 256.35%
$20.6 - $29.93 $386K - $561K
26.1K $591K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.25K
+ 75.44%
$62.73 - $78.42 $266K - $333K
9.88K $765K
MTH
Meritage Homes Corp

Consumer Cyclical
5.72K
+ 169.34%
$62.44 - $71.44 $357K - $409K
9.1K $609K
CNS
Cohen & Steers, Inc.

Financial Services
5.18K
+ 92.26%
$70.24 - $83.51 $363K - $432K
10.8K $812K
VRE
Veris Residential, Inc.

Real Estate
25.7K
+ 229.83%
$14.58 - $17.11 $375K - $441K
36.9K $550K
EBAY
Ebay Inc

Consumer Cyclical
2.61K
+ 10.58%
$59.52 - $79.36 $155K - $207K
27.2K $2.03M
RBLX
Roblox Corp

Communication Services
3.42K
New
$51.22 - $105.59 $175K - $361K
3.42K $359K
CCL
Carnival Corp

Consumer Cyclical
7.56K
+ 45.05%
$16.43 - $28.12 $124K - $213K
24.4K $684K
ARCB
Arcbest Corp

Industrials
4.61K
New
$56.73 - $77.01 $262K - $355K
4.61K $355K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
7.27K
New
$45.71 - $61.66 $332K - $448K
7.27K $350K
ZS
Zscaler, Inc.

Technology
1.11K
New
$174.67 - $315.32 $194K - $350K
1.11K $348K
STC
Stewart Information Services Corp

Financial Services
5.8K
+ 115.14%
$59.82 - $72.65 $347K - $421K
10.8K $704K
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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