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
Reddit Inc
-2.78K
- 61.75%
N/A
1.72K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-2.73K
- 30.83%
N/A
6.13K $0
Blackrock Inc
-995
- 4.4%
N/A
21.6K $0
Capital Group Dividend Growe
-66.6K
- 33.14%
N/A
134K $0
Listed Fds Tr
-8.46K
- 56.09%
N/A
6.62K $0
Pgim ETF Tr
-1.15K
- 29.52%
N/A
2.75K $0
Blackrock ETF Trust Ii
-7.62K
- 3.82%
N/A
192K $0
Blackrock ETF Trust Ii
-82K
- 3.43%
N/A
2.3M $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
-2.58K
- 34.21%
N/A
4.95K $0
DHI
Horton D R Inc

Consumer Cyclical
-125
- 1.38%
$115.1 - $129.63 $14.4K - $16.2K
8.93K $1.15M
LCTD
Blackrock ETF World Ex Us Carb
-33K
- 11.29%
N/A
259K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-151
- 4.12%
N/A
3.52K $0
Capital Grp Fixed Incm ETF T
-29.1K
- 22.99%
N/A
97.4K $0
Capital Group Core Balanced
-103K
- 54.7%
N/A
85.5K $0
Cooper Cos Inc
-543
- 2.02%
N/A
26.4K $0
CGMS
Capital Grp Core Plus Income E
-104K
- 67.98%
N/A
49.2K $0
Capital Grp Fixed Incm ETF T
-16K
- 20.69%
N/A
61.5K $0
J P Morgan Exchange Traded F
-213
- 4.54%
N/A
4.48K $0
Northern Lts Fd Tr Iv
-3.77K
- 7.76%
N/A
44.8K $0
Corpay Inc
-373
- 15.54%
N/A
2.03K $0
Rb Global Inc
-1.87K
- 20.94%
N/A
7.06K $0
MOGA
Moog Inc Cla
-130
- 10.48%
N/A
1.11K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
-110K
- 70.05%
N/A
47.2K $0
Capital Group New Geography
-6.34K
- 29.0%
N/A
15.5K $0
WTFC
Wintrust Financial Corp

Financial Services
-418
- 9.04%
$95.17 - $124.21 $39.8K - $51.9K
4.21K $521K
KKR
Kkr & Co. Inc.

Financial Services
-2.72K
- 13.03%
$92.79 - $134.29 $252K - $365K
18.1K $2.41M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-394
- 6.12%
$36.35 - $41.07 $14.3K - $16.2K
6.05K $248K
AME
Ametek Inc

Industrials
-175
- 4.41%
$151.41 - $182.75 $26.5K - $32K
3.8K $686K
MTB
M&T Bank Corp

Financial Services
-237
- 7.29%
$156.58 - $193.99 $37.1K - $46K
3.01K $584K
EEMV
Ishares Msci Emerging Markets

ETFs
-444
- 6.25%
$54.12 - $62.8 $24K - $27.9K
6.66K $418K
AVDE
American Centy ETF Tr Avantis

ETFs
-206
- 6.71%
$59.32 - $74.36 $12.2K - $15.3K
2.86K $211K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-183
- 3.64%
$56.27 - $73.32 $10.3K - $13.4K
4.84K $352K
WBS
Webster Financial Corp

Financial Services
-62
- 1.55%
$41.76 - $54.91 $2.59K - $3.4K
3.95K $215K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-102
- 3.18%
$81.84 - $93.53 $8.35K - $9.54K
3.11K $288K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-558
- 6.35%
$55.24 - $68.55 $30.8K - $38.3K
8.24K $555K
MAR
Marriott International Inc

Consumer Cyclical
-295
- 11.14%
$211.12 - $274.14 $62.3K - $80.9K
2.35K $642K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-174
- 1.91%
$22.01 - $27.62 $3.83K - $4.81K
8.93K $246K
CSX
Csx Corp

Industrials
-5.95K
- 9.2%
$26.69 - $32.91 $159K - $196K
58.7K $1.92M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-264
- 4.22%
$72.61 - $88.75 $19.2K - $23.4K
6K $532K
FIX
Comfort Systems Usa Inc

Industrials
-300
- 36.41%
$296.51 - $536.21 $89K - $161K
524 $280K
RJF
Raymond James Financial Inc

Financial Services
-1.51K
- 8.83%
$123.65 - $153.88 $187K - $232K
15.6K $2.39M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-181
- 3.94%
$376.48 - $440.65 $68.1K - $79.8K
4.41K $1.94M
ROK
Rockwell Automation, Inc

Industrials
-149
- 16.97%
$218.97 - $332.17 $32.6K - $49.5K
729 $242K
BOTZ
Global X Fds

ETFs
-2.93K
- 10.89%
$24.51 - $32.65 $71.8K - $95.6K
24K $781K
DEMZ
The Advisors Inner Circle Fd I

ETFs
-7.56K
- 11.59%
$30.71 - $38.96 $232K - $295K
57.7K $2.25M
TXT
Textron Inc

Industrials
-677
- 7.61%
$60.72 - $80.34 $41.1K - $54.4K
8.22K $659K
CW
Curtiss Wright Corp

Industrials
-673
- 33.15%
$283.18 - $488.55 $191K - $329K
1.36K $662K
ONON
On Holding Ag

Consumer Cyclical
-1.63K
- 12.59%
$37.65 - $60.68 $61.2K - $98.7K
11.3K $587K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-150
- 6.3%
$163.6 - $208.47 $24.5K - $31.3K
2.23K $464K
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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