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
BUYW
Northern Lts Fd Tr Iv Main Buy
2.32K
+ 5.17%
N/A
47.2K $0
Blackrock ETF Trust Ii
79.9K
+ 3.95%
N/A
2.1M $0
Blackrock ETF Trust Ii
73.5K
New
N/A
73.5K $0
Corpay Inc
1.36K
+ 43.58%
N/A
4.49K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
245
+ 1.12%
N/A
22K $0
EES
Wisdomtree U.S. Smallcap Fund

ETFs
276
+ 6.26%
$45.98 - $49.63 $12.7K - $13.7K
4.68K $220K
First Tr Exchng Traded Fd Vi
3
+ 0.01%
N/A
25.9K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
1.9K
New
N/A
1.9K $0
Wisdomtree Tr
850
+ 12.05%
N/A
7.91K $0
Coherent Corp
4.04K
New
N/A
4.04K $0
JPHY
Jp Morgan High Yield Research

ETFs
6.01K
+ 59.07%
N/A
16.2K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
4.45K
+ 32.39%
N/A
18.2K $0
Capital Group Dividend Growe
26.1K
New
N/A
26.1K $0
J P Morgan Exchange Traded F
15.2K
+ 120.0%
N/A
27.9K $0
GBF
Ishares Tr

ETFs
26
+ 0.71%
$100.7 - $103.5 $2.62K - $2.69K
3.67K $377K
Capital Group Core Balanced
37.8K
New
N/A
37.8K $0
Labcorp Holdings Inc
8.96K
New
N/A
8.96K $0
VEU
Vanguard Ftse All World Ex Us

ETFs
83
+ 0.01%
$56.22 - $60.47 $4.67K - $5.02K
580K $34M
Kenvue Inc
13.2K
+ 7.18%
N/A
196K $0
MGY
Magnolia Oil & Gas Corp

Energy
326
+ 2.47%
$23.84 - $26.98 $7.77K - $8.8K
13.5K $342K
HEIA
Heico Crp Cl A
170
+ 2.3%
N/A
7.55K $0
FLQH
Franklin Templeton Libertyq In

ETFs
8.54K
New
N/A
8.54K $0
DVN
Devon Energy Corp

Energy
335
+ 5.89%
$45.56 - $54.51 $15.3K - $18.3K
6.02K $285K
Direxion Shs ETF Tr
1.65K
+ 5.0%
N/A
34.6K $0
Qiagen Nv
41
+ 0.46%
N/A
9.04K $0
Arm Holdings PLC
468
+ 26.37%
N/A
2.24K $0
Dimensional ETF Trust
13.5K
New
N/A
13.5K $0
GIGB
Goldman Sachs ETF Access Invt
2.31K
+ 1.24%
N/A
188K $0
Trust For Professional Manag
18.6M
+ 115.52%
N/A
34.8M $0
Healthcare Rlty Tr
1.26K
+ 4.84%
N/A
27.3K $0
Ge Vernova Inc
7.26K
New
N/A
7.26K $0
First Tr Exchng Traded Fd Vi
11.2K
New
N/A
11.2K $0
Pgim ETF Tr
28
+ 0.58%
N/A
4.84K $0
Trust For Professional Manag
1.09M
+ 43.55%
N/A
3.59M $0
Trust For Professional Manag
10.4M
+ 123.62%
N/A
18.7M $0
RDN
Radian Group Inc

Financial Services
668
+ 7.17%
$29.29 - $32.83 $19.6K - $21.9K
9.99K $310K
AIG
American International Group, Inc.

Financial Services
904
+ 5.05%
$72.58 - $80.54 $65.6K - $72.8K
18.8K $1.4M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
567
+ 2.64%
$27.81 - $29.67 $15.8K - $16.8K
22.1K $626K
MRVL
Marvell Technology, Inc.

Technology
966
+ 1.34%
$62.13 - $78.33 $60K - $75.7K
72.9K $5.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
595
+ 4.13%
$237.63 - $258.31 $141K - $154K
15K $3.76M
EXPE
Expedia Group, Inc.

Consumer Cyclical
339
+ 8.5%
$109.48 - $136.66 $37.1K - $46.3K
4.33K $545K
PSA
Public Storage

Real Estate
25
+ 0.55%
$257.73 - $293.34 $6.44K - $7.33K
4.59K $1.32M
FAAR
First Trust Vii Alternative Ab

ETFs
292
+ 0.85%
$28.0 - $29.28 $8.18K - $8.55K
34.8K $988K
ITM
Vaneck Intermediate Muni ETF

ETFs
61
+ 0.58%
$45.32 - $46.3 $2.76K - $2.82K
10.6K $487K
IDV
Ishares Tr

ETFs
29
+ 0.2%
$26.94 - $30.1 $781 - $873
14.3K $396K
STC
Stewart Information Services Corp

Financial Services
144
+ 2.72%
$58.64 - $66.29 $8.44K - $9.55K
5.43K $337K
LUMN
Lumen Technologies, Inc.

Communication Services
6.7K
+ 23.02%
$0.99 - $1.46 $6.63K - $9.78K
35.8K $39K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
2.86K
+ 10.49%
$25.85 - $29.4 $73.9K - $84.1K
30.1K $789K
IFRA
Ishares Tr

ETFs
28.2K
+ 2.93%
$41.22 - $44.87 $1.16M - $1.27M
993K $41.8M
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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