Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNX
First Tr Mid Cap Core Alphadex

ETFs
-72
- 1.74%
$105.28 - $121.93 $7.58K - $8.78K
4.08K $444K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-736
- 10.44%
$49.75 - $50.27 $36.6K - $37K
6.32K $315K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-760
- 20.36%
$73.82 - $89.02 $56.1K - $67.7K
2.97K $255K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-21
- 0.46%
$408.78 - $448.82 $8.58K - $9.43K
4.59K $1.93M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-362
- 7.8%
$113.59 - $123.29 $41.1K - $44.6K
4.28K $498K
GQRE
Flexshares Tr Global Quality R

ETFs
-1.07K
- 3.49%
$54.82 - $59.44 $58.5K - $63.4K
29.5K $1.71M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-2.84K
- 4.1%
$24.05 - $24.86 $68.4K - $70.7K
66.5K $1.65M
KFY
Korn Ferry

Industrials
-466
- 11.95%
$62.52 - $71.6 $29.1K - $33.4K
3.43K $232K
DFAU
Dimensional ETF Tr

ETFs
-28
- 0.2%
$37.84 - $42.29 $1.06K - $1.18K
14.1K $542K
AWK
American Water Works Company, Inc.

Utilities
-827
- 20.42%
$121.01 - $149.31 $100K - $123K
3.22K $475K
MAA
Mid America Apartment Communities Inc.

Real Estate
-426
- 13.17%
$146.9 - $170.92 $62.6K - $72.8K
2.81K $470K
VICI
Vici Properties Inc.

Real Estate
-6.16K
- 12.19%
$28.21 - $32.68 $174K - $201K
44.4K $1.45M
STC
Stewart Information Services Corp

Financial Services
-710
- 12.36%
$59.55 - $72.6 $42.3K - $51.5K
5.03K $359K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-140
- 6.22%
$119.84 - $136.1 $16.8K - $19.1K
2.11K $255K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.98K
- 10.34%
$69.81 - $78.9 $208K - $235K
25.9K $2.01M
OKE
Oneok Inc

Energy
-163
- 2.17%
$89.57 - $109.85 $14.6K - $17.9K
7.33K $727K
BRX
Brixmor Property Group Inc.

Real Estate
-1.06K
- 8.97%
N/A
10.7K $243K
VIAV
Viavi Solutions Inc.

Technology
-4.54K
- 18.14%
$9.71 - $12.8 $44.1K - $58.2K
20.5K $229K
VOD
Vodafone Group Public LTD CO

Communication Services
-3.65K
- 25.34%
$8.05 - $9.86 $29.4K - $36K
10.8K $100K
WRB
Berkley W R Corp

Financial Services
-4.99K
- 18.85%
$56.7 - $71.27 $283K - $355K
21.5K $1.53M
CNP
Centerpoint Energy Inc

Utilities
-2.07K
- 17.4%
$30.87 - $36.25 $64K - $75.1K
9.84K $356K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-559
- 8.12%
$58.32 - $65.09 $32.6K - $36.4K
6.32K $380K
RWO
Spdr Dow Jones Global Real Est

ETFs
-623
- 7.67%
$41.41 - $45.24 $25.8K - $28.2K
7.5K $327K
REET
Ishares Global Reit ETF

ETFs
-981
- 7.26%
$23.24 - $25.16 $22.8K - $24.7K
12.5K $304K
REG
Regency Centers Corp

Real Estate
-269
- 7.92%
$68.83 - $77.74 $18.5K - $20.9K
3.13K $230K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-107
- 2.68%
$86.24 - $97.98 $9.23K - $10.5K
3.89K $339K
MGY
Magnolia Oil & Gas Corp

Energy
-1.75K
- 13.2%
$22.26 - $26.58 $38.9K - $46.5K
11.5K $290K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-663
- 8.19%
$47.08 - $50.67 $31.2K - $33.6K
7.44K $373K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-615
- 6.59%
$34.23 - $36.9 $21.1K - $22.7K
8.71K $311K
PBP
Invesco Exchange Traded Fd Tr

ETFs
-133
- 1.32%
$21.85 - $24.13 $2.91K - $3.21K
9.97K $221K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.16K
- 2.58%
$24.1 - $24.34 $27.9K - $28.2K
43.7K $1.06M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-14
- 0.63%
$105.24 - $117.4 $1.47K - $1.64K
2.21K $234K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-4.68K
- 32.81%
$17.16 - $25.25 $80.3K - $118K
9.58K $228K
WPC
W. P. Carey Inc.

Real Estate
-2.25K
- 15.18%
$53.5 - $65.05 $120K - $146K
12.5K $791K
CORP
Pimco Investment Grade Corp Bd

ETFs
-176
- 7.17%
$93.89 - $97.32 $16.5K - $17.1K
2.28K $220K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-31
- 0.75%
$55.97 - $64.13 $1.74K - $1.99K
4.12K $231K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-728
- 6.13%
$36.09 - $38.27 $26.3K - $27.9K
11.1K $419K
EMLP
First Tr Exchange Traded Iv

ETFs
-2.04K
- 5.62%
$35.79 - $38.28 $72.8K - $77.9K
34.2K $1.28M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
-70
- 0.56%
$17.66 - $18.84 $1.24K - $1.32K
12.5K $220K
ESE
Esco Technologies Inc

Technology
-521
- 17.85%
$128.92 - $169.65 $67.2K - $88.4K
2.4K $381K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3
- 0.02%
$25.12 - $26.05 $75.4 - $78.2
14.5K $365K
FAAR
First Trust Vii Alternative Ab

ETFs
-1.27K
- 3.5%
$27.81 - $28.97 $35.3K - $36.7K
34.9K $1.01M
STWD
Starwood Property Trust, Inc.

Real Estate
-712
- 5.47%
$18.41 - $20.53 $13.1K - $14.6K
12.3K $243K
SWX
Southwest Gas Holdings, Inc.

Utilities
-75
- 2.31%
$68.42 - $78.18 $5.13K - $5.86K
3.17K $227K
Ab Active Etfs Inc
-114
- 1.12%
N/A
10K $0
Ab Active Etfs Inc
-119
- 1.83%
N/A
6.39K $0
Advisors Inner Circle Fd Ii
-17.1K
- 21.26%
N/A
63.2K $0
Aim ETF Products Trust
-19.9K
- 50.62%
N/A
19.4K $0
Aim ETF Products Trust
-8.71K
- 46.2%
N/A
10.1K $0
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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