Envestnet Portfolio Solutions, Inc. Sells in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-26.8K
- 13.89%
$105.87 - $121.97 $2.83M - $3.26M
166K $20.2M
HLI
Houlihan Lokey, Inc.

Financial Services
-2.36K
- 20.49%
$154.43 - $187.4 $365K - $442K
9.16K $1.48M
SYF
Synchrony Financial

Financial Services
-5.74K
- 32.02%
$51.9 - $70.63 $298K - $405K
12.2K $645K
TPR
Tapestry, Inc.

Consumer Cyclical
-8.53K
- 53.6%
$65.63 - $89.21 $560K - $761K
7.38K $519K
AER
Aer Cap Holdings N.V.

Industrials
-6.15K
- 35.86%
$94.11 - $105.78 $579K - $650K
11K $1.12M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-11.2K
- 15.96%
$49.67 - $51.43 $555K - $574K
58.8K $3M
SBAC
Sba Communications Corp

Real Estate
-2.77K
- 48.28%
$192.76 - $224.91 $533K - $622K
2.96K $652K
FCX
Freeport Mcmoran Inc

Basic Materials
-13K
- 35.77%
$34.5 - $43.01 $449K - $560K
23.4K $885K
TRU
Trans Union

Industrials
-4.35K
- 30.36%
$80.45 - $100.25 $350K - $436K
9.97K $827K
IEX
Idex Corp

Industrials
-2.18K
- 59.64%
$178.23 - $224.31 $389K - $490K
1.48K $267K
EVRG
Evergy, Inc.

Utilities
-8.5K
- 68.54%
$59.9 - $69.52 $509K - $591K
3.9K $268K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-10.3K
- 67.83%
$47.59 - $50.79 $490K - $523K
4.88K $244K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.74K
- 13.72%
$173.56 - $210.67 $302K - $367K
11K $1.9M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-3.86K
- 41.32%
$99.42 - $126.15 $384K - $487K
5.48K $580K
WELL
Welltower Inc.

Real Estate
-6.17K
- 36.43%
$124.05 - $156.86 $765K - $968K
10.8K $1.65M
ING
Ing Groep Nv

Financial Services
-34.8K
- 67.46%
$15.51 - $20.74 $539K - $721K
16.8K $328K
PHM
Pultegroup Inc

Consumer Cyclical
-3.75K
- 24.53%
$101.09 - $118.51 $379K - $444K
11.5K $1.19M
DELL
Dell Technologies Inc.

Technology
-803
- 4.79%
$90.34 - $124.66 $72.5K - $100K
16K $1.45M
XPO
Xpo Logistics, Inc.

Industrials
-2.67K
- 34.34%
$106.12 - $148.16 $283K - $395K
5.1K $548K
FAST
Fastenal CO

Industrials
-7.76K
- 33.03%
$71.11 - $79.98 $552K - $621K
15.7K $1.22M
CIEN
Ciena Corp

Technology
-3.02K
- 25.81%
$60.43 - $98.18 $183K - $297K
8.69K $524K
TOLZ
Dj Brookfield Global

ETFs
-12.8K
- 21.56%
$48.2 - $52.75 $616K - $674K
46.5K $2.45M
RNR
Renaissancere Holdings LTD

Financial Services
-1.76K
- 38.71%
$226.55 - $263.22 $398K - $463K
2.78K $667K
ENOV
Enovis Corp

Industrials
-9.73K
- 63.05%
$35.51 - $47.99 $346K - $467K
5.7K $217K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.54K
- 1.86%
$51.45 - $58.51 $79.2K - $90K
81.1K $4.2M
AIG
American International Group, Inc.

Financial Services
-8.58K
- 42.36%
$70.5 - $86.94 $605K - $746K
11.7K $1.01M
LVHI
Franklin International Low Vol

ETFs
-17.9K
- 27.16%
$30.53 - $32.85 $547K - $589K
48.1K $1.56M
FTNT
Fortinet, Inc.

Technology
-5.18K
- 20.48%
$92.49 - $114.57 $479K - $593K
20.1K $1.93M
PSA
Public Storage

Real Estate
-1.52K
- 36.89%
$288.99 - $313.98 $438K - $476K
2.59K $775K
GATX
Gatx Corp

Industrials
-2.93K
- 56.14%
$149.94 - $167.38 $439K - $490K
2.29K $355K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-10.3K
- 19.66%
$44.26 - $45.22 $455K - $465K
42K $1.87M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-2.74K
- 4.23%
$78.45 - $87.45 $215K - $240K
62.1K $4.94M
SWKS
Skyworks Solutions, Inc.

Technology
-3.58K
- 39.02%
$64.12 - $93.96 $229K - $336K
5.59K $361K
MGA
Magna International Inc

Consumer Cyclical
-185
- 0.32%
$33.99 - $41.85 $6.29K - $7.74K
56.8K $1.93M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.34K
- 11.09%
$128.74 - $138.67 $559K - $602K
34.8K $4.72M
CTSH
Cognizant Technology Solutions Corp

Technology
-5.77K
- 40.92%
$75.32 - $90.7 $435K - $524K
8.34K $637K
SAIA
Saia Inc

Industrials
-218
- 6.25%
$349.29 - $508.47 $76.1K - $111K
3.27K $1.14M
GFL
Gfl Environmental Inc.

Industrials
-10.4K
- 68.64%
$41.72 - $48.8 $433K - $506K
4.74K $228K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-4.16K
- 10.61%
$69.82 - $78.67 $290K - $327K
35K $2.46M
WSM
Williams Sonoma Inc

Consumer Cyclical
-2.03K
- 45.04%
$158.1 - $217.71 $322K - $443K
2.48K $392K
RIO
Rio Tinto PLC

Basic Materials
-7.61K
- 55.68%
$58.19 - $64.29 $443K - $489K
6.05K $363K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-5.88K
- 43.4%
N/A
7.67K $573K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-506
- 0.89%
$120.29 - $134.6 $60.9K - $68.1K
56.5K $6.89M
DVY
Ishares Tr

ETFs
-3.93K
- 13.24%
$128.58 - $138.1 $505K - $542K
25.7K $3.45M
ITT
Itt Inc.

Industrials
-2.75K
- 45.75%
$128.71 - $153.88 $353K - $423K
3.26K $420K
NDSN
Nordson Corp

Industrials
-1.93K
- 30.25%
$200.12 - $224.07 $386K - $432K
4.45K $897K
TW
Tradeweb Markets Inc.

Financial Services
-3.66K
- 60.31%
$123.42 - $148.46 $451K - $543K
2.41K $357K
IP
International Paper CO

Consumer Cyclical
-7.95K
- 40.64%
$49.38 - $60.09 $392K - $477K
11.6K $619K
SYY
Sysco Corp

Consumer Defensive
-4.32K
- 5.69%
$70.0 - $77.13 $303K - $333K
71.7K $5.38M
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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