Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
-4.09K
- 4.91%
$54.33 - $62.87 $222K - $257K
79.1K $4.97M
MC
Moelis & CO

Financial Services
-368
- 7.0%
$48.86 - $62.99 $18K - $23.2K
4.89K $304K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-315
- 10.03%
$101.97 - $126.75 $32.1K - $39.9K
2.83K $358K
AKAM
Akamai Technologies Inc

Technology
-3
- 0.05%
N/A
5.91K $536K
AVDV
American Centy ETF Tr Avantis

ETFs
-4.3K
- 12.07%
$61.76 - $79.32 $266K - $341K
31.3K $2.48M
VBK
Vanguard Small Cap Growth ETF

ETFs
-247
- 9.23%
$219.76 - $276.94 $54.3K - $68.4K
2.43K $672K
VIRT
Virtu Financial, Inc.

Financial Services
-849
- 14.81%
$32.82 - $44.79 $27.9K - $38K
4.89K $218K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-117
- 4.18%
$116.09 - $139.09 $13.6K - $16.3K
2.68K $372K
Veralto Corp
-3.87K
- 25.36%
N/A
11.4K $0
Ferguson Enterprises Inc
-4.59K
- 68.26%
N/A
2.14K $0
Trust For Professional Manag
-222K
- 7.15%
N/A
2.89M $0
Trust For Professional Manag
-1M
- 6.21%
N/A
15.2M $0
Trust For Professional Manag
-1.46M
- 5.25%
N/A
26.3M $0
Aim ETF Products Trust
-1.81K
- 9.33%
N/A
17.6K $0
Direxion Shs ETF Tr
-27K
- 59.56%
N/A
18.3K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-52
- 0.3%
N/A
17.4K $0
Ge Healthcare Technologies I
-10.2K
- 20.57%
N/A
39.2K $0
OAEM
Unified Ser Tr Oneascent Emerg
-1.97K
- 11.84%
N/A
14.6K $0
Amplify ETF Tr
-3.74K
- 9.3%
N/A
36.5K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-3.15K
- 18.05%
N/A
14.3K $0
FTGS
First Tr Exchange Traded Fd Gr
-53.3K
- 65.91%
N/A
27.5K $0
Vanguard Mun Bd Fds
-119
- 1.28%
N/A
9.18K $0
Amplify ETF Tr
-357
- 6.79%
N/A
4.9K $0
Vanguard Malvern Fds
-5.73K
- 10.55%
N/A
48.6K $0
Trust For Professional Manag
-733K
- 4.57%
N/A
15.3M $0
AFLG
First Tr Exchange Traded Fd Vi
-33.7K
- 68.22%
N/A
15.7K $0
Atlassian Corporation
-333
- 5.2%
N/A
6.08K $0
First Tr Exchange Traded Fd
-107K
- 46.25%
N/A
124K $0
First Tr Exchange Traded Fd
-58.2K
- 51.72%
N/A
54.3K $0
Arm Holdings PLC
-760
- 18.69%
N/A
3.31K $0
Dimensional ETF Trust
-1.65K
- 12.17%
N/A
11.9K $0
Arista Networks Inc
-38.9K
- 37.01%
N/A
66.2K $0
Healthcare Rlty Tr
-5.28K
- 26.95%
N/A
14.3K $0
Spdr Series Trust
-126K
- 13.44%
N/A
814K $0
Aptiv PLC
-77
- 0.47%
N/A
16.3K $0
Goldman Sachs ETF Tr
-2.14K
- 4.53%
N/A
45K $0
T Rowe Price ETF Inc
-20K
- 40.54%
N/A
29.4K $0
Te Connectivity PLC
-8.01K
- 20.3%
N/A
31.5K $0
GIGB
Goldman Sachs ETF Access Invt
-39.7K
- 21.14%
N/A
148K $0
Thomson Reuters Corp
-59
- 1.82%
N/A
3.19K $0
FCX
Freeport Mcmoran Inc

Basic Materials
-2.97K
- 12.68%
$29.15 - $44.46 $86.4K - $132K
20.4K $885K
Canadian Pacific Kansas City
-2.78K
- 34.55%
N/A
5.26K $0
Capital Group Equity ETF Tr
-5.08K
- 16.89%
N/A
25K $0
Managed Portfolio Series
-28.1K
- 35.18%
N/A
51.7K $0
Capital Group Global Equity
-5.36K
- 7.15%
N/A
69.6K $0
Manager Directed Portfolios
-28.5K
- 10.48%
N/A
243K $0
Jacobs Solutions Inc
-8.43K
- 63.68%
N/A
4.81K $0
CGMU
Capital Group Core Plus Income
-74.2K
- 19.29%
N/A
310K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-107
- 2.16%
N/A
4.86K $0
Activity Summary
Buys All Purchases 662 New Holdings 142 Increased Positions 520 Sells All Sells 848 Reductions 848 Sold out 0 Options Calls 0 Puts 0
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