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
ENIC
Enel Chile S.A.

Utilities
14.2K
New
$3.12 - $3.89 $44.3K - $55.2K
14.2K $55K
ABCB
Ameris Bancorp

Financial Services
153
+ 3.01%
$65.68 - $76.41 $10K - $11.7K
5.23K $383K
FNX
First Tr Mid Cap Core Alphadex

ETFs
79
+ 1.94%
$115.08 - $126.88 $9.09K - $10K
4.16K $521K
H
Hyatt Hotels Corp

Consumer Cyclical
329
+ 19.78%
$135.01 - $152.25 $44.4K - $50.1K
1.99K $282K
PHG
Koninklijke Philips Nv

Healthcare
478
+ 4.39%
$23.84 - $28.62 $11.4K - $13.7K
11.4K $309K
EXP
Eagle Materials Inc

Basic Materials
27
+ 2.03%
$209.12 - $242.26 $5.65K - $6.54K
1.35K $315K
MKL
Markel Corp

Financial Services
30
+ 25.64%
$1898.34 - $2031.8 $57K - $61K
147 $280K
FNDX
Schwab Fundamental U S Large C

ETFs
420
+ 2.08%
$24.38 - $26.34 $10.2K - $11.1K
20.6K $541K
BHP
Bhp Group LTD

Basic Materials
32
+ 0.57%
$48.67 - $56.22 $1.56K - $1.8K
5.69K $317K
PNW
Pinnacle West Capital Corp

Utilities
490
+ 19.49%
$85.87 - $94.45 $42.1K - $46.3K
3K $269K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
814
+ 10.53%
$48.31 - $48.93 $39.3K - $39.8K
8.55K $417K
MTD
Mettler Toledo International Inc

Healthcare
17
+ 4.83%
$1166.48 - $1324.06 $19.8K - $22.5K
369 $452K
REG
Regency Centers Corp

Real Estate
438
+ 12.2%
$68.62 - $73.81 $30.1K - $32.3K
4.03K $293K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
3.41K
+ 22.55%
$13.6 - $15.52 $46.3K - $52.9K
18.5K $271K
LADR
Ladder Capital Corp

Real Estate
3.25K
+ 32.47%
$10.86 - $11.81 $35.3K - $38.3K
13.2K $144K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
344
+ 3.85%
$27.42 - $31.65 $9.43K - $10.9K
9.27K $282K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
7
+ 0.14%
$71.0 - $90.32 $497 - $632
5.02K $386K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
254
+ 2.06%
$47.56 - $49.7 $12.1K - $12.6K
12.6K $620K
FULT
Fulton Financial Corp

Financial Services
1.55K
+ 15.04%
$17.57 - $19.86 $27.2K - $30.7K
11.8K $220K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
758
+ 5.98%
$45.54 - $48.43 $34.5K - $36.7K
13.4K $625K
MINO
Pimco ETF Tr Municipal Income

ETFs
528
+ 7.74%
$43.6 - $45.33 $23K - $23.9K
7.35K $333K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27
+ 0.11%
$21.69 - $23.34 $586 - $630
25.4K $590K
BCE
Bce Inc

Communication Services
581
+ 4.3%
$22.63 - $25.74 $13.1K - $15K
14.1K $329K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
678
+ 5.84%
$14.53 - $17.13 $9.85K - $11.6K
12.3K $205K
EQR
Equity Residential

Real Estate
739
+ 10.44%
$62.3 - $68.34 $46K - $50.5K
7.82K $505K
AME
Ametek Inc

Industrials
2
+ 0.05%
$176.44 - $192.03 $353 - $384
3.8K $714K
AVAV
Aero Vironment Inc

Industrials
7
+ 0.93%
$226.08 - $314.89 $1.58K - $2.2K
762 $239K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
290
+ 2.97%
$50.9 - $52.37 $14.8K - $15.2K
10.1K $526K
ABEV
Ambev S.A.

Consumer Defensive
13.3K
+ 38.23%
$2.15 - $2.49 $28.7K - $33.2K
48.3K $107K
STWD
Starwood Property Trust, Inc.

Real Estate
1.62K
+ 13.08%
$19.37 - $20.97 $31.4K - $34K
14K $271K
AVDE
American Centy ETF Tr Avantis

ETFs
99
+ 3.46%
$73.24 - $79.04 $7.25K - $7.82K
2.96K $233K
PBP
Invesco Exchange Traded Fd Tr

ETFs
882
+ 8.82%
$21.75 - $22.26 $19.2K - $19.6K
10.9K $240K
GGG
Graco Inc

Industrials
266
+ 7.88%
$82.58 - $88.81 $22K - $23.6K
3.64K $309K
WAFD
Washington Federal Inc

Financial Services
141
+ 1.02%
$28.87 - $31.95 $4.07K - $4.5K
14K $423K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
180
+ 3.43%
$68.58 - $69.85 $12.3K - $12.6K
5.43K $378K
REET
Ishares Global Reit ETF

ETFs
190
+ 1.95%
$24.45 - $25.91 $4.65K - $4.92K
9.95K $254K
USFR
Wisdomtree Floating Rate Treas

ETFs
219
+ 0.69%
$50.23 - $50.48 $11K - $11.1K
32K $1.61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
156
+ 3.43%
$50.47 - $50.74 $7.87K - $7.92K
4.7K $238K
CTRA
Coterra Energy Inc.

Energy
8.74K
+ 7.55%
$23.09 - $25.45 $202K - $222K
125K $2.94M
HPP
Hudson Pacific Properties, Inc.

Real Estate
235
+ 2.25%
$2.41 - $3.07 $566 - $721
10.7K $29K
Tcw ETF Trust
10.8K
+ 12.13%
N/A
100K $0
YEAR
Ab Active Etfs Inc Ultra Short
830
+ 5.46%
N/A
16K $0
Spdr Series Trust
371K
+ 45.5%
N/A
1.18M $0
Trust For Professional Manag
836K
+ 5.46%
N/A
16.1M $0
Trust For Professional Manag
236K
+ 8.19%
N/A
3.12M $0
Ul Solutions Inc
5.26K
New
N/A
5.26K $0
Trust For Professional Manag
434K
+ 1.65%
N/A
26.8M $0
Vanguard Malvern Fds
443K
+ 912.62%
N/A
492K $0
Vanguard Mun Bd Fds
2.26K
+ 24.63%
N/A
11.4K $0
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
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