Envestnet Portfolio Solutions, Inc. Incresed Positions in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
15.5K
+ 4.57%
$31.19 - $34.33 $484K - $533K
355K $12.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
40.3K
+ 64.42%
$28.75 - $29.46 $1.16M - $1.19M
103K $3.02M
SCHQ
Schwab Strategic Tr Long Term

ETFs
24.9K
+ 15.81%
$32.17 - $35.98 $802K - $897K
183K $6.39M
TJX
Tjx Companies Inc

Consumer Cyclical
1.91K
+ 1.45%
$107.93 - $120.23 $206K - $230K
134K $15.7M
HYLS
First Tr Tactical High Yield L

ETFs
26.4K
+ 36.16%
$40.54 - $42.23 $1.07M - $1.12M
99.5K $4.17M
CLOI
Vaneck ETF Tr

ETFs
22.2K
+ 83.6%
$52.65 - $53.04 $1.17M - $1.18M
48.8K $2.59M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.81K
+ 5.9%
$77.02 - $85.06 $448K - $494K
104K $8.82M
VFH
Vanguard Financial ETF

ETFs
3.28K
+ 4.12%
$99.27 - $111.21 $326K - $365K
82.9K $9.11M
AMZN
Amazon Com Inc

Consumer Cyclical
26.6K
+ 4.85%
$161.02 - $200.0 $4.28M - $5.31M
575K $107M
TXT
Textron Inc

Industrials
12.8K
+ 282.76%
$83.46 - $94.02 $1.07M - $1.21M
17.4K $1.54M
HYLB
Xtrackers Usd High Yield Corp

ETFs
15.5K
+ 4.15%
$35.26 - $36.92 $546K - $572K
388K $14.3M
URI
United Rentals, Inc.

Industrials
790
+ 27.95%
$627.41 - $814.1 $496K - $643K
3.62K $2.93M
BOND
Pimco Active Bond Exchange Tra

ETFs
7.52K
+ 7.01%
$90.01 - $95.32 $676K - $716K
115K $10.9M
CTAS
Cintas Corp

Industrials
14.2K
+ 379.25%
$201.38 - $819.83 $2.86M - $11.6M
17.9K $3.69M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
18.9K
+ 21.59%
$31.95 - $38.02 $604K - $719K
107K $3.99M
OLED
Universal Display Corp Pa

Technology
5.03K
+ 267.02%
$157.72 - $236.42 $793K - $1.19M
6.91K $1.45M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.3K
+ 23.09%
$63.46 - $71.43 $717K - $807K
60.2K $4.27M
JCI
Johnson Controls International PLC

Industrials
577
+ 0.64%
$65.52 - $77.61 $37.8K - $44.8K
91.1K $7.07M
DHI
Horton D R Inc

Consumer Cyclical
417
+ 2.2%
$135.21 - $197.06 $56.4K - $82.2K
19.4K $3.69M
DFS
Discover Financial Services

Financial Services
2.52K
+ 3.69%
$123.41 - $144.72 $311K - $365K
70.9K $9.94M
FPE
First Tr Pfd Secs & Income ETF

ETFs
50.5K
+ 45.8%
$17.35 - $18.22 $877K - $921K
161K $2.91M
SRLN
Ssga Active Trust

ETFs
24K
+ 12.19%
$40.93 - $41.85 $984K - $1.01M
221K $9.24M
GTO
Invesco Actively Managed ETF T

ETFs
14.1K
+ 8.82%
$46.22 - $48.77 $651K - $687K
174K $8.4M
ADP
Automatic Data Processing Inc

Industrials
44
+ 0.17%
$233.44 - $279.45 $10.3K - $12.3K
25.6K $7.08M
CB
Chubb LTD

Financial Services
1.43K
+ 8.37%
$252.51 - $292.2 $361K - $417K
18.5K $5.33M
CMS
Cms Energy Corp

Utilities
1.59K
+ 2.05%
$58.7 - $70.62 $93.4K - $112K
79.1K $5.58M
KKR
Kkr & Co. Inc.

Financial Services
2.21K
+ 8.31%
$104.51 - $133.23 $231K - $295K
28.8K $3.77M
PHM
Pultegroup Inc

Consumer Cyclical
2.5K
+ 14.05%
$103.95 - $144.98 $260K - $362K
20.3K $2.91M
SPOT
Spotify Technology S.A.

Communication Services
1.48K
+ 20.06%
$290.16 - $384.01 $431K - $570K
8.88K $3.27M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4.72K
+ 83.69%
$194.69 - $239.18 $918K - $1.13M
10.3K $2.16M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.07K
+ 78.27%
$98.99 - $101.51 $897K - $920K
20.6K $2.09M
NUDM
Nuveen Esg International Devel

ETFs
2.45K
+ 0.72%
$30.15 - $34.01 $73.8K - $83.3K
342K $11.5M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
15.3K
+ 2.27%
$21.61 - $22.87 $330K - $349K
686K $15.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18.4K
+ 25.15%
$50.63 - $51.11 $933K - $941K
91.7K $4.68M
CLX
Clorox CO

Consumer Defensive
2.58K
+ 13.34%
$131.73 - $166.97 $339K - $430K
21.9K $3.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.17K
+ 3.29%
$81.31 - $83.29 $583K - $597K
225K $18.7M
TDG
Trans Digm Group Inc

Industrials
243
+ 6.35%
$1202.03 - $1427.41 $292K - $347K
4.07K $5.81M
AXP
American Express CO

Financial Services
773
+ 4.4%
$225.92 - $271.17 $175K - $210K
18.3K $4.97M
LNT
Alliant Energy Corp

Utilities
6.31K
+ 12.09%
$50.74 - $60.74 $320K - $384K
58.6K $3.55M
CAH
Cardinal Health Inc

Healthcare
4.28K
+ 12.57%
$93.74 - $114.66 $401K - $491K
38.3K $4.24M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.98K
+ 2.41%
$77.24 - $83.67 $230K - $250K
127K $10.6M
CPRT
Copart Inc

Consumer Cyclical
21.1K
+ 15.9%
$49.19 - $55.54 $1.04M - $1.17M
154K $8.07M
ANET
Arista Networks, Inc.

Technology
164
+ 0.68%
$311.42 - $388.21 $51.1K - $63.7K
24.3K $9.32M
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.7K
+ 7.46%
$44.13 - $47.01 $516K - $550K
169K $7.86M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
33.9K
+ 27.24%
$20.94 - $22.17 $710K - $751K
158K $3.48M
ETR
Entergy Corp

Utilities
1.03K
+ 3.62%
$104.75 - $131.61 $108K - $136K
29.5K $3.89M
AVEM
American Centy ETF Tr Avantis

ETFs
11.7K
+ 52.6%
$57.2 - $65.59 $671K - $770K
34K $2.2M
A
Agilent Technologies, Inc.

Healthcare
1.43K
+ 4.31%
$125.42 - $148.48 $179K - $212K
34.5K $5.12M
IQV
Iqvia Holdings Inc.

Healthcare
2.34K
+ 21.9%
$206.81 - $251.55 $483K - $587K
13K $3.08M
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email