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
WEC
Wec Energy Group, Inc.

Utilities
-3.01K
- 6.05%
$102.24 - $109.76 $308K - $330K
46.8K $4.87M
FJP
First Trust Japan Alphadex Fun

ETFs
-10.4K
- 70.62%
$47.79 - $60.17 $496K - $625K
4.32K $257K
CB
Chubb LTD

Financial Services
-1.19K
- 7.53%
$274.32 - $302.46 $325K - $359K
14.6K $4.22M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-11.4K
- 53.56%
$45.9 - $47.2 $521K - $536K
9.84K $463K
FLGV
Franklin Templeton ETF Trfrank

ETFs
-25.7K
- 71.98%
$20.16 - $20.7 $519K - $533K
10K $205K
LVHI
Franklin International Low Vol

ETFs
-16.5K
- 34.35%
$28.91 - $33.28 $477K - $549K
31.6K $1.03M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-30.7K
- 5.94%
$20.12 - $21.0 $617K - $644K
486K $10.2M
EUFN
Ishares Msci Europe Financials

ETFs
-21.4K
- 44.56%
$24.77 - $32.27 $531K - $692K
26.7K $844K
KMX
Carmax Inc

Consumer Cyclical
-5.85K
- 47.88%
$62.27 - $82.77 $364K - $484K
6.36K $427K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-8.84K
- 59.61%
$56.88 - $70.77 $503K - $626K
5.99K $424K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.22K
- 24.51%
$225.56 - $335.19 $274K - $408K
3.75K $889K
HDV
Ishares Core High Dividend ETF

ETFs
-4.12K
- 50.63%
$108.41 - $120.51 $447K - $497K
4.02K $471K
ACWI
Ishares Msci Acwi ETF

ETFs
-6.12K
- 27.13%
$103.59 - $128.6 $634K - $787K
16.4K $2.11M
GLD
Spdr Gold Trust

ETFs
-6.96K
- 7.17%
$273.71 - $316.29 $1.91M - $2.2M
90.1K $27.5M
TFLO
Ishares Treasury Floating Rate

ETFs
-9.87K
- 21.25%
$50.47 - $50.66 $498K - $500K
36.6K $1.85M
FEM
First Trust Emerging Markets A

ETFs
-22.9K
- 61.88%
$19.94 - $24.69 $456K - $565K
14.1K $346K
XLP
Consumer Staples Sector Spdr

ETFs
-6.5K
- 30.5%
N/A
14.8K $1.13M
CTAS
Cintas Corp

Industrials
-3.72K
- 19.05%
$190.11 - $227.66 $708K - $848K
15.8K $3.53M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-15.3K
- 3.33%
N/A
446K $14.1M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-9.26K
- 59.76%
$50.1 - $63.16 $464K - $585K
6.23K $393K
NRG
Nrg Energy, Inc.

Utilities
-9.63K
- 58.78%
$83.61 - $162.67 $805K - $1.57M
6.76K $1.09M
FAAR
First Trust Vii Alternative Ab

ETFs
-15.8K
- 45.15%
$25.68 - $29.03 $405K - $458K
19.1K $531K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-17.6K
- 29.87%
$37.77 - $46.15 $664K - $811K
41.2K $1.9M
HYLS
First Tr Tactical High Yield L

ETFs
-12.8K
- 15.64%
$39.8 - $41.84 $508K - $534K
68.8K $2.88M
MMM
3 M CO

Industrials
-4.61K
- 10.53%
$126.09 - $154.15 $581K - $710K
39.1K $5.96M
TDIV
First Trust Nasdaq Technology

ETFs
-21.8K
- 23.99%
$64.41 - $90.17 $1.41M - $1.97M
69.2K $6.24M
MAS
Masco Corp

Industrials
-5.22K
- 21.48%
$58.73 - $71.06 $306K - $371K
19.1K $1.23M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-10.4K
- 40.99%
$47.63 - $60.01 $493K - $621K
14.9K $886K
EMLP
First Tr Exchange Traded Iv

ETFs
-11.8K
- 34.66%
$33.62 - $37.89 $398K - $449K
22.3K $837K
MSCI
Msci Inc.

Financial Services
-805
- 39.95%
$506.56 - $576.74 $408K - $464K
1.21K $697K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-11.5K
- 56.57%
$36.2 - $38.97 $415K - $446K
8.8K $342K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-3.16K
- 49.19%
$90.21 - $112.66 $285K - $356K
3.26K $297K
SLV
I Shares Silver Trust

ETFs
-14.6K
- 48.59%
$27.08 - $33.74 $396K - $494K
15.5K $508K
SHW
Sherwin Williams CO

Basic Materials
-1.02K
- 8.08%
$313.51 - $363.51 $319K - $370K
11.6K $3.98M
CAT
Caterpillar Inc

Industrials
-2.89K
- 24.12%
$273.94 - $388.21 $792K - $1.12M
9.1K $3.53M
MCK
Mckesson Corp

Healthcare
-1.35K
- 14.1%
$652.83 - $732.78 $884K - $992K
8.25K $6.04M
QLD
Proshares Ultra Qqq

ETFs
-5.45K
- 68.59%
$69.34 - $117.71 $378K - $641K
2.49K $293K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-3.39K
- 60.51%
$122.04 - $169.14 $414K - $574K
2.21K $374K
IWN
Ishares Russell2000 Val ETF

ETFs
-3.46K
- 16.9%
$131.84 - $157.76 $456K - $546K
17K $2.68M
WY
Weyerhaeuser CO

Real Estate
-11.3K
- 37.28%
$24.69 - $29.48 $279K - $333K
19K $488K
TSCO
Tractor Supply CO

Consumer Cyclical
-6.55K
- 28.84%
$47.86 - $55.77 $313K - $365K
16.2K $852K
ILF
Ishares Latin America 40 ETF

ETFs
-19.2K
- 48.22%
$21.35 - $26.21 $411K - $504K
20.6K $541K
LII
Lennox International Inc

Industrials
-737
- 35.55%
$508.76 - $605.77 $375K - $446K
1.34K $765K
BR
Broadridge Financial Solutions, Inc.

Technology
-1.6K
- 15.29%
$217.22 - $246.25 $347K - $394K
8.85K $2.15M
ABC
Amerisourcebergen Corp

Healthcare
-2.07K
- 19.83%
N/A
8.37K $1.55M
PNR
Pentair PLC

Industrials
-8.37K
- 26.11%
$76.17 - $103.58 $638K - $867K
23.7K $2.43M
SAIA
Saia Inc

Industrials
-460
- 14.07%
$236.65 - $374.8 $109K - $172K
2.81K $769K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-7.46K
- 35.67%
$49.79 - $50.59 $371K - $377K
13.4K $680K
JNPR
Juniper Networks Inc

Technology
-14.7K
- 24.9%
$33.93 - $39.93 $499K - $587K
44.3K $1.77M
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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