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
OLED
Universal Display Corp Pa

Technology
314
+ 4.57%
$139.48 - $161.59 $43.8K - $50.7K
7.19K $1M
XYLD
Global X Fds S&P 500 Covered C

ETFs
941
+ 5.44%
$39.02 - $42.89 $36.7K - $40.4K
18.2K $720K
PAPR
Innovator U.S. Equity Power Bu

ETFs
71
+ 0.89%
$35.21 - $37.69 $2.5K - $2.68K
8.08K $288K
MTB
M&T Bank Corp

Financial Services
118
+ 3.77%
$170.47 - $201.98 $20.1K - $23.8K
3.25K $580K
DTM
Dt Midstream, Inc.

Energy
92
+ 1.54%
$86.95 - $113.75 $8K - $10.5K
6.06K $585K
SLG
Sl Green Realty Corp

Real Estate
466
+ 13.61%
$55.58 - $68.38 $25.9K - $31.9K
3.89K $224K
KWR
Quaker Chemical Corp

Basic Materials
112
+ 7.18%
$123.61 - $145.39 $13.8K - $16.3K
1.67K $206K
ESAB
Esab Corp

Industrials
20
+ 0.5%
$115.08 - $131.54 $2.3K - $2.63K
3.99K $464K
HLMN
Hillman Solutions Corp.

Industrials
948
+ 4.06%
$8.69 - $10.5 $8.24K - $9.95K
24.3K $213K
SEIC
Sei Investments CO

Financial Services
484
+ 4.35%
$72.08 - $86.58 $34.9K - $41.9K
11.6K $900K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
8.42K
+ 15.58%
$17.68 - $23.34 $149K - $197K
62.5K $1.1M
SOXX
Ishares Semiconductor ETF

ETFs
187
+ 7.98%
$188.17 - $235.81 $35.2K - $44.1K
2.53K $476K
SHC
Sotera Health CO

Healthcare
144
+ 0.91%
$11.28 - $13.95 $1.62K - $2.01K
16K $186K
PIPR
Piper Sandler Companies

Financial Services
210
+ 11.63%
$244.29 - $323.68 $51.3K - $68K
2.02K $499K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
50
+ 0.73%
$131.8 - $147.86 $6.59K - $7.39K
6.94K $927K
DOW
Dow Inc.

Basic Materials
11.4K
+ 13.39%
$34.36 - $41.92 $392K - $478K
96.6K $3.37M
CNS
Cohen & Steers, Inc.

Financial Services
245
+ 4.57%
$75.52 - $92.6 $18.5K - $22.7K
5.61K $450K
FYX
First Tr Small Cap Core Alphad

ETFs
118
+ 2.24%
$89.26 - $104.61 $10.5K - $12.3K
5.38K $484K
QQJG
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 2.72%
$21.79 - $25.13 $28.5K - $32.8K
49.4K $1.09M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
245
+ 8.82%
$65.73 - $93.93 $16.1K - $23K
3.02K $200K
MS
Morgan Stanley

Financial Services
9.42K
+ 7.43%
$111.68 - $141.08 $1.05M - $1.33M
136K $15.9M
JNPR
Juniper Networks Inc

Technology
696
+ 1.19%
$34.38 - $39.03 $23.9K - $27.2K
59K $2.14M
RLI
Rli Corp

Financial Services
1.29K
+ 69.05%
$71.75 - $163.21 $92.2K - $210K
3.15K $252K
PRIM
Primoris Services Corp

Industrials
169
+ 4.11%
$57.27 - $89.03 $9.68K - $15K
4.28K $245K
DEMZ
The Advisors Inner Circle Fd I

ETFs
731
+ 1.13%
$33.5 - $37.49 $24.5K - $27.4K
65.2K $2.23M
VIS
Vanguard Industrial ETF

ETFs
376
+ 1.38%
$243.63 - $273.99 $91.6K - $103K
27.6K $6.84M
FUL
Fuller H B CO

Basic Materials
785
+ 6.4%
$52.88 - $64.28 $41.5K - $50.5K
13K $731K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
114
+ 0.11%
$78.0 - $84.37 $8.89K - $9.62K
101K $8.04M
EMR
Emerson Electric CO

Industrials
758
+ 4.93%
$108.64 - $131.17 $82.3K - $99.4K
16.1K $1.77M
IGV
Ishares Expanded Tech Software

ETFs
1.2K
+ 5.44%
$88.3 - $107.83 $106K - $130K
23.3K $2.07M
NUSC
Nuveen Esg Small Cap ETF

ETFs
138
+ 0.33%
$37.9 - $43.9 $5.23K - $6.06K
41.6K $1.59M
IJS
Ishares S&P Smallcap 600 Value

ETFs
53
+ 0.36%
$96.3 - $112.23 $5.1K - $5.95K
14.8K $1.45M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.59K
+ 2.65%
$135.83 - $151.73 $216K - $242K
61.7K $8.48M
TDIV
First Trust Nasdaq Technology

ETFs
2.52K
+ 2.85%
$73.39 - $83.95 $185K - $212K
91K $6.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.43K
+ 2.25%
$58.81 - $68.2 $83.9K - $97.3K
64.8K $3.87M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
9.3K
+ 16.62%
$48.65 - $66.04 $452K - $614K
65.2K $3.48M
PBW
Invesco Exchange Traded Fd Tr

ETFs
3.92K
+ 4.93%
$15.74 - $22.48 $61.7K - $88.1K
83.3K $1.31M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
345
+ 0.39%
$117.4 - $131.02 $40.5K - $45.2K
87.7K $10.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.46K
+ 3.62%
$33.21 - $53.49 $181K - $292K
156K $5.19M
RF
Regions Financial Corp

Financial Services
16.3K
+ 3.14%
$20.84 - $24.77 $340K - $404K
535K $11.6M
AMD
Advanced Micro Devices Inc

Technology
9.17K
+ 10.05%
$96.63 - $129.55 $886K - $1.19M
100K $10.3M
SPMD
Spdr Portfolio

ETFs
8.48K
+ 2.35%
$50.21 - $57.73 $426K - $490K
369K $18.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.06K
+ 1.95%
$47.79 - $59.89 $98.5K - $123K
108K $5.41M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.43K
+ 1.23%
$77.67 - $90.15 $189K - $219K
200K $15.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.99K
+ 5.1%
$360.07 - $417.26 $1.44M - $1.66M
82.2K $29.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.4K
+ 1.68%
$57.21 - $65.8 $593K - $682K
628K $36.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
283
+ 0.57%
$468.34 - $539.52 $133K - $153K
50K $23.4M
TTD
Trade Desk, Inc.

Technology
20.1K
+ 22.95%
$53.59 - $126.58 $1.08M - $2.55M
108K $5.91M
VTWO
Vanguard Russell 2000 ETF

ETFs
16.2K
+ 2.17%
$80.08 - $92.93 $1.3M - $1.51M
765K $61.7M
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
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