Envestnet Portfolio Solutions, Inc. Incresed Positions in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.57K
+ 3.73%
$46.69 - $59.27 $120K - $153K
71.6K $3.8M
SRLN
Ssga Active Trust

ETFs
12.8K
+ 4.8%
$41.28 - $41.65 $529K - $533K
280K $11.6M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
18.3K
+ 23.36%
$28.34 - $28.67 $520K - $526K
96.9K $2.78M
LSCC
Lattice Semiconductor Corp

Technology
144
+ 0.68%
$48.73 - $74.71 $7.02K - $10.8K
21.3K $1.56M
KMB
Kimberly Clark Corp

Consumer Defensive
4.78K
+ 27.53%
$121.72 - $136.77 $582K - $654K
22.2K $2.76M
DFIV
Dimensional ETF Tr

ETFs
3.87K
+ 3.83%
$42.66 - $46.53 $165K - $180K
105K $4.84M
GTO
Invesco Actively Managed ETF T

ETFs
7.76K
+ 3.78%
$46.43 - $47.91 $360K - $372K
213K $10.1M
IGRO
Ishares Tr International Divid

ETFs
5.41K
+ 10.54%
$75.97 - $80.24 $411K - $434K
56.8K $4.52M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.14K
+ 7.57%
$50.53 - $50.82 $462K - $464K
130K $6.6M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
843
+ 32.66%
$393.18 - $439.39 $331K - $370K
3.42K $1.49M
AAL
American Airlines Group Inc.

Industrials
38.3K
+ 102.82%
N/A
75.6K $834K
CMI
Cummins Inc

Industrials
51
+ 1.25%
$327.85 - $426.39 $16.7K - $21.7K
4.15K $1.75M
VLO
Valero Energy Corp

Energy
1.3K
+ 25.53%
$131.77 - $175.63 $172K - $229K
6.41K $1.09M
ACWI
Ishares Msci Acwi ETF

ETFs
1.77K
+ 10.74%
$128.32 - $138.41 $227K - $244K
18.2K $2.52M
FV
First Trust Dorsey Wright Focu

ETFs
5.26K
+ 18.99%
$59.23 - $62.14 $312K - $327K
33K $2.04M
AEP
American Electric Power CO Inc

Utilities
903
+ 2.68%
$103.26 - $115.0 $93.2K - $104K
34.6K $3.89M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.63K
+ 7.68%
$42.75 - $43.37 $369K - $374K
121K $5.24M
SAN
Banco Santander, S.A.

Financial Services
26.9K
+ 58.99%
$8.27 - $10.48 $223K - $282K
72.6K $761K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
2.33K
+ 3.12%
$37.38 - $41.35 $87.1K - $96.3K
76.9K $3.18M
SLV
I Shares Silver Trust

ETFs
4.93K
+ 31.82%
$32.73 - $42.5 $161K - $210K
20.4K $865K
CME
Cme Group Inc.

Financial Services
2.47K
+ 4.32%
$258.83 - $287.1 $638K - $708K
59.6K $16.1M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
6.67K
+ 12.2%
$49.05 - $50.22 $327K - $335K
61.3K $3.06M
DASH
Door Dash, Inc.

Communication Services
734
+ 12.68%
$234.5 - $272.5 $172K - $200K
6.52K $1.77M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
3.94K
+ 8.5%
$54.17 - $57.2 $214K - $225K
50.3K $2.87M
DOCU
Docusign, Inc.

Technology
5.14K
+ 60.42%
$67.14 - $85.01 $345K - $437K
13.7K $984K
PCOR
Procore Technologies, Inc.

Technology
3.89K
+ 87.73%
$61.62 - $76.64 $240K - $298K
8.32K $606K
DEMZ
The Advisors Inner Circle Fd I

ETFs
3.27K
+ 5.66%
$38.84 - $41.8 $127K - $137K
61K $2.55M
BX
Blackstone Inc.

Financial Services
375
+ 3.4%
$152.77 - $188.68 $57.3K - $70.8K
11.4K $1.95M
MLN
Vaneck Long Muni ETF

ETFs
15.5K
+ 49.39%
$16.52 - $17.5 $257K - $272K
47K $821K
CCL
Carnival Corp

Consumer Cyclical
8.78K
+ 36.05%
$28.37 - $32.49 $249K - $285K
33.1K $957K
SHYD
Vaneck Short High Yield Muni E

ETFs
11.8K
+ 112.49%
$22.31 - $23.01 $263K - $271K
22.3K $509K
TOL
Toll Brothers, Inc.

Consumer Cyclical
46
+ 0.42%
$113.78 - $148.0 $5.23K - $6.81K
11.1K $1.54M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.3K
+ 32.47%
$164.63 - $174.58 $214K - $227K
5.31K $926K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
9.66K
+ 8.39%
$24.39 - $24.93 $235K - $241K
125K $3.08M
BWX
Spdr Bloomberg International T

ETFs
12.9K
+ 20.7%
$22.58 - $23.5 $291K - $303K
75.1K $1.73M
CGCP
Capital Group Core Plus Income

ETFs
11.2K
+ 37.53%
$22.27 - $22.95 $249K - $257K
41K $932K
IJK
Ishares S&P Midcap 400 Growth

ETFs
490
+ 1.14%
$91.28 - $97.59 $44.7K - $47.8K
43.4K $4.17M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
9.03K
+ 6.99%
$19.44 - $20.43 $176K - $185K
138K $2.81M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
4.2K
+ 53.5%
$53.62 - $55.95 $225K - $235K
12K $673K
TER
Teradyne, Inc

Technology
692
+ 20.95%
$90.15 - $137.64 $62.4K - $95.2K
4K $549K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.68K
+ 43.2%
$24.69 - $25.26 $239K - $245K
32.1K $806K
MLI
Mueller Industries Inc

Industrials
730
+ 9.25%
$82.07 - $101.7 $59.9K - $74.2K
8.63K $872K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.69K
+ 19.73%
$85.31 - $97.03 $144K - $164K
10.3K $978K
EFX
Equifax Inc

Industrials
1.02K
+ 17.35%
$234.03 - $265.73 $238K - $270K
6.88K $1.76M
HYLS
First Tr Tactical High Yield L

ETFs
5.27K
+ 7.66%
$41.62 - $42.32 $219K - $223K
74.1K $3.11M
GRMN
Garmin LTD

Technology
470
+ 14.81%
$211.13 - $246.22 $99.2K - $116K
3.64K $896K
SNOW
Snowflake Inc.

Technology
972
+ 13.19%
$191.73 - $241.0 $186K - $234K
8.34K $1.88M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 9.13%
$98.53 - $107.1 $127K - $138K
15.4K $1.62M
TOST
Toast, Inc.

Technology
9.86K
+ 59.02%
$36.51 - $49.3 $360K - $486K
26.6K $969K
Activity Summary
Buys All Purchases 493 New Holdings 78 Increased Positions 415 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 0 Puts 0
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