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
Vanguard Wellington Fd
454
+ 10.14%
N/A
4.93K $0
Cava Group Inc
219
+ 6.03%
N/A
3.85K $0
Capital Group Conservative E
32.8K
New
N/A
32.8K $0
FGLD
Franklin Templeton Holdings Trust
161K
New
N/A
161K $0
Blackrock ETF Trust Ii
14.3K
+ 52.96%
N/A
41.3K $0
Global X Fds
3.15K
New
N/A
3.15K $0
GIGB
Goldman Sachs ETF Access Invt
11.4K
+ 7.72%
N/A
159K $0
Goldman Sachs ETF Tr
53K
+ 117.71%
N/A
98K $0
Blackrock ETF Trust Ii
103K
+ 53.81%
N/A
295K $0
Gsk PLC
663
+ 0.94%
N/A
71.1K $0
Blackrock ETF Trust Ii
213K
+ 9.26%
N/A
2.52M $0
Forward Air Corp
10.9K
+ 75.16%
N/A
25.5K $0
Blackrock ETF Trust
17.1K
+ 9.36%
N/A
200K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
2.32K
+ 22.28%
N/A
12.7K $0
FJAN
First Exc Trd Viii Cboe Vest U
7.25K
+ 66.02%
N/A
18.2K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
4.19K
New
N/A
4.19K $0
First Tr Exchng Traded Fd Vi
9.51K
New
N/A
9.51K $0
CGMS
Capital Grp Core Plus Income E
48K
+ 97.48%
N/A
97.2K $0
CGSD
Capital Grp Core Plus Income E
934
+ 7.23%
N/A
13.8K $0
Capital Grp Fixed Incm ETF T
300K
New
N/A
300K $0
CRH.L
Crh PLC

Basic Materials
4.75K
+ 23.61%
N/A
24.9K $0
Curbline Pptys Corp
16.2K
New
N/A
16.2K $0
Capital Grp Fixed Incm ETF T
11.8K
+ 12.09%
N/A
109K $0
Capital Group New Geography
27.6K
+ 177.76%
N/A
43.1K $0
Capital Group Global Equity
185K
+ 265.33%
N/A
254K $0
Capital Group Equity ETF Tr
64.2K
+ 256.65%
N/A
89.2K $0
Capital Group Dividend Growe
32.8K
+ 24.45%
N/A
167K $0
Capital Group Core Balanced
18.8K
+ 21.93%
N/A
104K $0
Ferguson Enterprises Inc
1.98K
+ 92.93%
N/A
4.12K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.3K
New
N/A
10.3K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
4.54K
New
N/A
4.54K $0
Ishares Tr
26.4K
New
N/A
26.4K $0
Ishares Tr
405K
New
N/A
405K $0
Blackrock ETF Trust
3.09M
+ 141.1%
N/A
5.28M $0
Nebius Group N.V.
2.03K
+ 51.89%
N/A
5.95K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
5.02K
New
N/A
5.02K $0
Northern Lts Fd Tr Iv
1.47K
+ 87.78%
N/A
3.14K $0
Lam Research Corp
5.07K
+ 3.28%
N/A
160K $0
Aptiv PLC
474
+ 2.9%
N/A
16.8K $0
Pgim ETF Tr
155
+ 5.64%
N/A
2.9K $0
Pimco ETF Tr
236K
+ 41.64%
N/A
804K $0
Profesionally Managed Portfo
63.3K
+ 9.93%
N/A
700K $0
Amplify ETF Tr
2.05K
+ 5.63%
N/A
38.5K $0
Rbb Fd Inc
5.86K
New
N/A
5.86K $0
Reddit Inc
709
+ 41.17%
N/A
2.43K $0
American Healthcare Reit Inc
5.72K
+ 101.6%
N/A
11.3K $0
Morgan Stanley ETF Trust
624
+ 3.23%
N/A
19.9K $0
MOGA
Moog Inc Cla
348
+ 31.35%
N/A
1.46K $0
HYGW
Ishares Tr High Yield Corporat
18.2K
+ 11.48%
N/A
177K $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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