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
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
3.68K
+ 45.36%
$27.47 - $29.36 $101K - $108K
11.8K $329K
LSTR
Landstar System Inc

Industrials
621
+ 30.93%
$167.1 - $189.82 $104K - $118K
2.63K $484K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.56K
+ 7.38%
$243.97 - $268.34 $381K - $419K
22.7K $5.85M
BRO
Brown & Brown, Inc.

Financial Services
728
+ 4.35%
$80.62 - $93.34 $58.7K - $68K
17.4K $1.56M
EHC
Encompass Health Corp

Healthcare
866
+ 13.51%
$78.62 - $87.09 $68.1K - $75.4K
7.28K $624K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
727
+ 27.67%
$96.34 - $109.03 $70K - $79.3K
3.35K $345K
NSSC
Napco Security Technologies, Inc

Industrials
494
+ 8.47%
$38.77 - $53.0 $19.2K - $26.2K
6.33K $328K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.2K
+ 9.61%
$17.22 - $18.04 $107K - $112K
70.6K $1.25M
JBT
John Bean Technologies Corp

Industrials
1.21K
+ 53.43%
$88.61 - $101.42 $108K - $123K
3.49K $331K
GNTX
Gentex Corp

Consumer Cyclical
3.19K
+ 50.6%
$33.38 - $36.38 $106K - $116K
9.49K $319K
UMBF
Umb Financial Corp

Financial Services
1.25K
+ 37.68%
$77.75 - $86.14 $96.9K - $107K
4.55K $379K
NWL
Newell Brands Inc.

Consumer Defensive
14.3K
New
$6.28 - $8.71 $89.8K - $125K
14.3K $91K
PCG
Pg&E Corp

Utilities
4.53K
+ 28.03%
$16.03 - $18.92 $72.6K - $85.7K
20.7K $361K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.15K
+ 9.63%
$50.4 - $53.5 $259K - $275K
58.6K $2.96M
CELH
Celsius Holdings, Inc.

Consumer Defensive
3.74K
+ 78.46%
$55.86 - $96.09 $209K - $359K
8.51K $485K
TECH
Bio Techne Corp

Healthcare
692
+ 2.16%
$62.12 - $84.15 $43K - $58.2K
32.8K $2.35M
YUM
Yum Brands Inc

Consumer Cyclical
1.05K
+ 12.69%
$131.96 - $143.19 $139K - $151K
9.35K $1.24M
JNPR
Juniper Networks Inc

Technology
3.59K
+ 5.0%
$34.42 - $37.18 $123K - $133K
75.3K $2.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
19.3K
+ 0.86%
$70.55 - $72.66 $1.36M - $1.4M
2.27M $163M
MMM
3 M CO

Industrials
3.1K
+ 5.22%
$90.54 - $105.26 $281K - $326K
62.5K $6.39M
SONY
Sony Group Corp

Technology
1.31K
+ 4.28%
$75.37 - $87.23 $98.8K - $114K
31.9K $2.71M
OVV
Ovintiv Inc.

Energy
2.29K
+ 55.64%
$45.63 - $55.56 $105K - $127K
6.41K $300K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
1.53K
+ 33.04%
$46.27 - $51.56 $70.7K - $78.8K
6.15K $314K
RPM
Rpm International Inc

Basic Materials
1.23K
+ 29.5%
$106.57 - $118.52 $131K - $146K
5.4K $581K
ICF
Ishares Tr

ETFs
1.81K
+ 4.11%
$52.54 - $57.29 $95K - $104K
45.8K $2.63M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.54K
+ 13.17%
$94.12 - $102.13 $145K - $157K
13.2K $1.28M
HII
Huntington Ingalls Industries, Inc.

Industrials
751
+ 32.94%
$238.46 - $287.6 $179K - $216K
3.03K $746K
WWD
Woodward, Inc.

Industrials
95
+ 2.99%
$145.56 - $186.5 $13.8K - $17.7K
3.27K $569K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
497
+ 16.56%
$67.89 - $89.5 $33.7K - $44.5K
3.5K $308K
CHKP
Check Point Software Technologies LTD

Technology
448
+ 7.28%
$146.79 - $165.0 $65.8K - $73.9K
6.6K $1.09M
HRL
Hormel Foods Corp

Consumer Defensive
12K
+ 18.41%
$30.22 - $36.77 $363K - $442K
77.4K $2.36M
BHE
Benchmark Electronics Inc

Technology
169
+ 2.27%
$28.85 - $44.58 $4.88K - $7.53K
7.63K $301K
CTSH
Cognizant Technology Solutions Corp

Technology
2.38K
+ 14.97%
$64.26 - $71.84 $153K - $171K
18.3K $1.24M
GRMN
Garmin LTD

Technology
321
+ 18.92%
$139.52 - $170.94 $44.8K - $54.9K
2.02K $328K
AGNC
Agnc Investment Corp.

Real Estate
11.5K
+ 12.37%
$8.96 - $9.9 $103K - $113K
104K $992K
SCI
Service Corp International

Consumer Cyclical
1.73K
+ 11.02%
$67.59 - $73.35 $117K - $127K
17.4K $1.24M
VOOV
Vanguard S&P 500 Value ETF

ETFs
518
+ 14.34%
$170.84 - $180.49 $88.5K - $93.5K
4.13K $725K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4.15K
+ 30.41%
$29.09 - $32.5 $121K - $135K
17.8K $517K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.83K
+ 29.34%
$25.69 - $26.82 $72.7K - $75.8K
12.5K $328K
AM
Antero Midstream Corp

Energy
3.82K
+ 15.76%
$13.59 - $15.02 $51.8K - $57.3K
28K $413K
SAN
Banco Santander, S.A.

Financial Services
17.9K
+ 34.71%
$4.57 - $5.25 $82K - $94.2K
69.6K $322K
CTRA
Coterra Energy Inc.

Energy
4.1K
+ 13.27%
$26.62 - $28.52 $109K - $117K
35K $934K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
3.06K
+ 24.07%
$19.99 - $21.33 $61.1K - $65.2K
15.7K $334K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.09K
+ 4.85%
$74.36 - $78.65 $155K - $164K
45.2K $3.46M
TDVG
T Rowe Price Exchange Traded F

Technology
1.68K
+ 15.06%
$36.27 - $38.94 $60.9K - $65.4K
12.8K $493K
VB
Vanguard Small Cap ETF

ETFs
8.29K
+ 5.04%
$210.76 - $226.94 $1.75M - $1.88M
173K $37.7M
UNF
Unifirst Corp

Industrials
419
+ 18.95%
$151.12 - $176.04 $63.3K - $73.8K
2.63K $451K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.67K
+ 15.9%
$42.1 - $43.44 $70.1K - $72.4K
12.1K $521K
UDR
Udr, Inc.

Real Estate
1.05K
+ 17.06%
$35.27 - $41.16 $37K - $43.2K
7.2K $296K
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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