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
WTW
Willis Towers Watson PLC

Financial Services
-363
- 26.83%
$295.96 - $337.43 $107K - $122K
990 $303K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.86K
- 31.77%
$60.34 - $74.89 $173K - $214K
6.14K $459K
PNW
Pinnacle West Capital Corp

Utilities
-1.44K
- 36.43%
$88.3 - $95.43 $127K - $138K
2.51K $224K
PEAK
Healthpeak Properties, Inc.

Real Estate
-8K
- 16.19%
N/A
41.4K $785K
EXPO
Exponent Inc

Industrials
-1.28K
- 14.55%
$72.88 - $81.75 $93K - $104K
7.49K $559K
UDI
Uscf ETF Tr Divid Income Fd

ETFs
-5.92K
- 11.54%
$26.07 - $29.97 $154K - $177K
45.4K $1.36M
MEDP
Medpace Holdings, Inc.

Healthcare
-551
- 21.96%
$277.23 - $315.28 $153K - $174K
1.96K $614K
ESS
Essex Property Trust, Inc.

Real Estate
-545
- 33.79%
N/A
1.07K $291K
FTSL
First Trust Senior Ln Fund

ETFs
-3.51K
- 6.78%
$44.58 - $46.07 $157K - $162K
48.3K $2.22M
UBS
Ubs Group Ag

Financial Services
-6.4K
- 28.61%
$26.12 - $33.82 $167K - $217K
16K $540K
ROLL
Rbc Bearings Inc

Industrials
-584
- 12.75%
N/A
4K $983K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-1.22K
- 22.56%
$162.37 - $200.76 $198K - $245K
4.18K $790K
FRI
First Tr S&P Reit Index Fd

ETFs
-5.02K
- 38.31%
$24.01 - $27.75 $120K - $139K
8.08K $218K
BP
Bp PLC

Energy
-3.06K
- 23.45%
$26.11 - $33.81 $79.8K - $103K
9.98K $298K
INVH
Invitation Homes Inc.

Real Estate
-3.66K
- 34.97%
$30.53 - $35.47 $112K - $130K
6.81K $223K
TER
Teradyne, Inc

Technology
-2.01K
- 37.82%
$67.96 - $91.05 $137K - $183K
3.3K $297K
IT
Gartner Inc

Technology
-314
- 36.13%
$377.5 - $449.52 $119K - $141K
555 $224K
OHI
Omega Healthcare Investors Inc

Real Estate
-3.47K
- 38.37%
$35.55 - $39.05 $123K - $136K
5.57K $204K
PCTY
Paylocity Holding Corp

Technology
-653
- 19.19%
$172.54 - $201.04 $113K - $131K
2.75K $498K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-6.59K
- 11.99%
$36.14 - $44.23 $238K - $292K
48.4K $2.14M
TYL
Tyler Technologies Inc

Technology
-298
- 8.34%
$521.68 - $592.84 $155K - $177K
3.28K $1.94M
AVB
Avalonbay Communities Inc

Real Estate
-384
- 7.77%
$187.23 - $215.61 $71.9K - $82.8K
4.56K $927K
OMFL
Invesco Exchange Traded Self I

ETFs
-3.03K
- 32.0%
$48.43 - $57.78 $147K - $175K
6.44K $371K
GM
General Motors CO

Consumer Cyclical
-3.63K
- 17.59%
$42.48 - $50.46 $154K - $183K
17K $838K
EIX
Edison International

Utilities
-1.24K
- 13.08%
$48.32 - $59.92 $60.1K - $74.5K
8.26K $426K
ADSK
Autodesk, Inc.

Technology
-535
- 4.87%
N/A
10.5K $2.57M
AVEM
American Centy ETF Tr Avantis

ETFs
-5.27K
- 19.22%
$53.08 - $68.54 $280K - $361K
22.2K $1.52M
HES
Hess Corp

Energy
-438
- 13.49%
$126.32 - $161.29 $55.3K - $70.6K
2.81K $389K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1.65K
- 22.6%
$41.37 - $53.28 $68.1K - $87.8K
5.64K $252K
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.82K
- 23.82%
$53.36 - $61.57 $150K - $174K
9.01K $554K
BALL
Ball Corp

Consumer Cyclical
-2.8K
- 37.11%
$44.94 - $56.99 $126K - $160K
4.75K $266K
DSGX
Descartes Systems Group Inc

Technology
-1.3K
- 19.58%
$94.15 - $116.93 $122K - $152K
5.35K $543K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-497
- 31.84%
$215.78 - $270.12 $107K - $134K
1.06K $247K
A
Agilent Technologies, Inc.

Healthcare
-1.21K
- 6.7%
$99.29 - $120.52 $120K - $146K
16.9K $1.99M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-3.16K
- 9.31%
$31.07 - $32.25 $98.1K - $102K
30.8K $976K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-1.34K
- 37.33%
$115.28 - $157.36 $155K - $211K
2.25K $354K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.93K
- 4.99%
$49.12 - $50.93 $94.9K - $98.3K
36.8K $1.83M
NDSN
Nordson Corp

Industrials
-814
- 18.3%
$167.51 - $223.5 $136K - $182K
3.63K $778K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-849
- 28.52%
$140.84 - $163.09 $120K - $138K
2.13K $347K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.27K
- 19.52%
$38.81 - $44.28 $88.2K - $101K
9.37K $397K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.16K
- 2.98%
$99.83 - $100.19 $116K - $116K
37.7K $3.77M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-4.31K
- 35.25%
$26.66 - $33.09 $115K - $143K
7.91K $261K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-2.22K
- 29.62%
$42.44 - $49.08 $94K - $109K
5.27K $251K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-1.19K
- 23.35%
$67.02 - $83.8 $79.4K - $99.3K
3.89K $295K
ALC
Alcon Inc

Healthcare
-983
- 25.63%
$82.88 - $98.3 $81.5K - $96.6K
2.85K $251K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-675
- 29.83%
$136.63 - $176.62 $92.2K - $119K
1.59K $267K
WK
Workiva Inc

Technology
-1.14K
- 24.52%
$61.91 - $77.12 $70.3K - $87.6K
3.5K $239K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-6.98K
- 37.55%
$12.23 - $15.46 $85.4K - $108K
11.6K $175K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.82K
- 7.24%
$22.66 - $26.12 $41.2K - $47.5K
23.3K $569K
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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