Envestnet Portfolio Solutions, Inc. New Holdings in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XSMO
Invesco S&P Smallcap Momentum

ETFs
89.5K
New
$59.5 - $67.14 $5.32M - $6.01M
89.5K $5.92M
RXST
Rx Sight, Inc.

Healthcare
77K
New
$40.78 - $57.04 $3.14M - $4.39M
77K $3.8M
LVHI
Franklin International Low Vol

ETFs
67.7K
New
$28.72 - $31.28 $1.94M - $2.12M
67.7K $2.1M
UDI
Uscf ETF Tr Divid Income Fd

ETFs
46K
New
$26.84 - $29.99 $1.24M - $1.38M
46K $1.38M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
12K
New
$97.19 - $109.09 $1.17M - $1.31M
12K $1.3M
ATI
Allegheny Technologies Inc

Industrials
17.6K
New
$54.26 - $67.71 $956K - $1.19M
17.6K $1.18M
TRU
Trans Union

Industrials
10.5K
New
$72.72 - $106.05 $767K - $1.12M
10.5K $1.1M
FBT
First Trust Nyse Arca Biotechn

ETFs
5.65K
New
$152.39 - $172.91 $861K - $976K
5.65K $970K
KRE
Spdr S&P Regional Banking ETF

ETFs
16K
New
$47.94 - $59.23 $769K - $950K
16K $907K
USFD
Us Foods Holding Corp.

Consumer Defensive
13.2K
New
$50.06 - $62.82 $662K - $831K
13.2K $813K
IWC
Russell Micro Cap ETF

ETFs
6.47K
New
$112.21 - $129.46 $726K - $837K
6.47K $797K
ACM
Aecom

Industrials
7.26K
New
$82.37 - $103.25 $598K - $750K
7.26K $749K
SSO
Proshares Ultra S&P 500

ETFs
7.32K
New
$73.92 - $90.17 $541K - $660K
7.32K $659K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
3.4K
New
$162.45 - $195.17 $553K - $664K
3.4K $649K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
22.7K
New
$25.21 - $28.46 $572K - $646K
22.7K $639K
JD
Jd.Com, Inc.

Consumer Cyclical
12.4K
New
$24.95 - $40.01 $309K - $496K
12.4K $495K
OHI
Omega Healthcare Investors Inc

Real Estate
12.2K
New
$33.55 - $41.29 $408K - $502K
12.2K $494K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
5.16K
New
$90.85 - $93.3 $469K - $481K
5.16K $480K
YJUN
First Tr Exchange Traded Fd Vi
20.4K
New
$21.48 - $23.09 $438K - $471K
20.4K $466K
DMAR
First Tr Ex Tr Viii Cboe Vest
12.4K
New
$35.04 - $37.34 $436K - $465K
12.4K $464K
DUOL
Duolingo, Inc.

Technology
1.64K
New
$158.85 - $287.54 $261K - $473K
1.64K $463K
KAI
Kadant Inc

Industrials
1.36K
New
$290.3 - $356.64 $395K - $485K
1.36K $459K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
8.34K
New
$46.96 - $52.8 $392K - $440K
8.34K $435K
HYMU
Blackrock ETF Tr Ii High Yield
17.8K
New
$22.51 - $23.25 $400K - $414K
17.8K $412K
REZ
Ishares Tr Residential And Mul

ETFs
4.56K
New
$76.42 - $91.19 $349K - $416K
4.56K $405K
TOK
Ishares Msci Kokusai ETF

ETFs
3.42K
New
$105.24 - $116.62 $360K - $399K
3.42K $398K
TCOM
Trip.Com Group LTD

Consumer Cyclical
6.59K
New
$39.32 - $61.32 $259K - $404K
6.59K $391K
IRT
Independence Realty Trust, Inc.

Real Estate
18.8K
New
$18.32 - $21.15 $344K - $397K
18.8K $384K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
13.9K
New
$25.38 - $26.27 $354K - $366K
13.9K $366K
FSEC
Fidel Merrimack Str Tr

ETFs
7.9K
New
$41.74 - $44.72 $330K - $353K
7.9K $350K
APAM
Artisan Partners Asset Management Inc.

Financial Services
7.71K
New
$38.04 - $44.16 $293K - $340K
7.71K $333K
CRVL
Corvel Corp

Financial Services
982
New
$250.37 - $326.89 $246K - $321K
982 $321K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
2.68K
New
$84.66 - $123.5 $227K - $331K
2.68K $317K
CWS
Advisorshares Tr Advisorshares

ETFs
4.56K
New
$61.66 - $68.72 $281K - $313K
4.56K $313K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.55K
New
$38.81 - $41.41 $293K - $312K
7.55K $312K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.55K
New
$50.64 - $55.7 $281K - $309K
5.55K $309K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.55K
New
$169.73 - $204.18 $263K - $316K
1.55K $305K
MOH
Molina Healthcare, Inc.

Healthcare
868
New
$283.98 - $360.73 $246K - $313K
868 $299K
EXI
Ishares Global Industrials ETF

ETFs
2.01K
New
$131.6 - $149.88 $265K - $302K
2.01K $299K
AVIV
American Centy ETF Tr Avantis
5.3K
New
$50.37 - $56.43 $267K - $299K
5.3K $297K
FIDI
Fidelity Covington Tr

ETFs
12.9K
New
$19.71 - $21.83 $254K - $281K
12.9K $280K
DGII
Digi International Inc

Technology
10.1K
New
$22.44 - $29.62 $226K - $298K
10.1K $277K
QDEL
Quidel Ortho Corp

Healthcare
6.07K
New
$29.96 - $46.4 $182K - $282K
6.07K $276K
ELS
Equity Lifestyle Properties Inc

Real Estate
3.86K
New
$63.6 - $76.23 $245K - $294K
3.86K $275K
RLI
Rli Corp

Financial Services
1.78K
New
$137.07 - $154.98 $244K - $276K
1.78K $275K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.79K
New
$64.0 - $72.54 $243K - $275K
3.79K $274K
G
Genpact LTD

Technology
6.95K
New
$30.96 - $39.45 $215K - $274K
6.95K $272K
SWK
Stanley Black & Decker, Inc.

Industrials
2.48K
New
$77.75 - $110.17 $192K - $273K
2.48K $272K
CWEN
Clearway Energy, Inc.

Utilities
8.72K
New
$24.11 - $30.68 $210K - $268K
8.72K $267K
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
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