Envestnet Portfolio Solutions, Inc. Purchases in Q2 2024

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
2.4M
+ 60.61%
$79.31 - $93.31 $191M - $224M
6.37M $590M
EFG
Msci Eafe Growth ETF

ETFs
1.42M
+ 60.88%
$97.17 - $106.25 $138M - $150M
3.74M $383M
IEMG
Ishares Inc

ETFs
1.86M
+ 21.5%
$50.02 - $54.95 $92.8M - $102M
10.5M $562M
RSP
Invesco S&P 500 Equal Weight E

ETFs
703K
+ 1276.71%
$159.21 - $168.37 $112M - $118M
758K $125M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.09M
+ 12.77%
$42.0 - $47.28 $45.8M - $51.6M
9.63M $452M
QUAL
Ishares Msci Usa Quality Facto

ETFs
172K
+ 5.87%
$154.56 - $173.19 $26.6M - $29.8M
3.11M $530M
BNDX
Vanguard Total International B

ETFs
1.02M
+ 10.94%
$48.24 - $49.07 $49M - $49.8M
10.3M $501M
AAPL
Apple Inc.

Technology
52.9K
+ 7.3%
$165.0 - $216.67 $8.73M - $11.5M
778K $164M
NVDA
Nvidia Corp

Technology
1.06M
+ 880.17%
$118.11 - $1224.4 $125M - $1.3B
1.18M $146M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
763K
+ 1596.58%
$43.4 - $44.71 $33.1M - $34.1M
811K $36M
IYW
Ishares Dj Us Tech ETF

ETFs
30.1K
+ 2.22%
$124.75 - $153.46 $3.76M - $4.63M
1.39M $209M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
662K
+ 39.8%
$34.2 - $36.64 $22.6M - $24.3M
2.33M $81.6M
AVGO
Broadcom Inc.

Technology
8.65K
+ 48.9%
$1204.71 - $1828.87 $10.4M - $15.8M
26.3K $42.3M
SPYG
Spdr Portfolio

ETFs
161K
+ 20.28%
$68.71 - $80.95 $11M - $13M
953K $76.4M
MSFT
Microsoft Corp

Technology
10.2K
+ 2.05%
$389.33 - $452.85 $3.99M - $4.64M
511K $228M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
224K
+ 9.19%
$55.18 - $59.2 $12.4M - $13.3M
2.66M $158M
GOOGL
Alphabet Inc.

Communication Services
20.3K
+ 4.88%
$150.53 - $185.41 $3.05M - $3.76M
435K $79.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
199K
+ 148.13%
$76.09 - $82.16 $15.1M - $16.3M
333K $26.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
63.9K
+ 1.17%
$40.83 - $44.89 $2.61M - $2.87M
5.53M $242M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
238K
+ 23.95%
$47.15 - $51.25 $11.2M - $12.2M
1.23M $62.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
280K
+ 20.25%
$35.3 - $38.79 $9.88M - $10.9M
1.66M $62.6M
AMZN
Amazon Com Inc

Consumer Cyclical
29K
+ 5.58%
$173.67 - $197.85 $5.03M - $5.73M
548K $106M
HYGV
Flexshares Tr High Yield Value

ETFs
291K
+ 118.59%
$39.93 - $40.71 $11.6M - $11.9M
537K $21.7M
VUG
Vanguard Growth ETF

ETFs
742
+ 0.21%
$322.46 - $377.11 $239K - $280K
357K $133M
GOOG
Alphabet Inc.

Communication Services
12K
+ 4.78%
$151.94 - $186.86 $1.82M - $2.23M
262K $48.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
176K
+ 461.0%
$51.1 - $52.24 $9M - $9.2M
214K $11.1M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
345K
+ 30.7%
$24.84 - $25.72 $8.56M - $8.86M
1.47M $37.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
225K
+ 44.95%
$31.14 - $34.36 $7M - $7.72M
725K $24.3M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
481K
+ 7.56%
$18.53 - $20.2 $8.91M - $9.71M
6.84M $137M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27.4K
+ 39.84%
$127.7 - $179.69 $3.5M - $4.92M
96.1K $16.7M
NEE
Nextera Energy Inc

Utilities
71.2K
+ 22.23%
$61.7 - $80.02 $4.4M - $5.7M
392K $27.7M
LLY
Eli Lilly & CO

Healthcare
2.48K
+ 7.39%
$724.87 - $909.04 $1.8M - $2.26M
36.1K $32.6M
META
Meta Platforms, Inc.

Communication Services
8.01K
+ 6.21%
$430.17 - $527.34 $3.45M - $4.23M
137K $69.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
72.9K
+ 17.43%
$102.13 - $110.88 $7.44M - $8.08M
491K $52.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
248K
+ 26.29%
$26.06 - $27.96 $6.45M - $6.93M
1.19M $32.4M
AAL
American Airlines Group Inc.

Industrials
481K
New
$11.12 - $15.41 $5.35M - $7.42M
481K $5.45M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
53.3K
+ 602.61%
$100.13 - $100.67 $5.33M - $5.36M
62.1K $6.25M
TLT
Ishares Barclays 20+ Year Trea

ETFs
110K
+ 6.2%
$87.78 - $94.67 $9.68M - $10.4M
1.89M $173M
PULS
Pgim ETF Tr

ETFs
100K
+ 1124.62%
$49.47 - $49.75 $4.97M - $5M
109K $5.43M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
98.8K
+ 389.88%
$50.22 - $50.48 $4.96M - $4.99M
124K $6.26M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
206K
+ 17.03%
$22.12 - $22.75 $4.56M - $4.68M
1.42M $31.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.57K
+ 3.03%
$414.65 - $485.21 $1.07M - $1.25M
87.5K $41.9M
ORCL
Oracle Corp

Technology
13.4K
+ 10.63%
$113.75 - $144.64 $1.53M - $1.94M
140K $19.7M
XLE
Energy Sector Spdr

ETFs
44.4K
+ 67.33%
$88.04 - $98.08 $3.91M - $4.35M
110K $10.1M
GLD
Spdr Gold Trust

ETFs
14.4K
+ 19.84%
$207.82 - $224.56 $2.99M - $3.23M
86.8K $18.7M
AMGN
Amgen Inc

Healthcare
6.16K
+ 9.57%
$262.75 - $319.31 $1.62M - $1.97M
70.6K $22.1M
AMAT
Applied Materials Inc

Technology
3.59K
+ 3.79%
$189.46 - $247.83 $681K - $890K
98.4K $23.2M
JNK
Spdr Bloomberg High Yield Bond

ETFs
41K
+ 15.56%
$92.57 - $94.69 $3.8M - $3.88M
304K $28.7M
KMI
Kinder Morgan, Inc.

Energy
155K
+ 57.24%
$17.69 - $20.11 $2.75M - $3.13M
427K $8.48M
Activity Summary
Buys All Purchases 971 New Holdings 121 Increased Positions 850 Sells All Sells 643 Reductions 643 Sold out 0 Options Calls 0 Puts 0
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