Envestnet Portfolio Solutions, Inc. New Holdings in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UWM
Proshares Ultra Russell 2000

ETFs
319K
New
$41.07 - $50.82 $13.1M - $16.2M
319K $13.4M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
91.7K
New
$119.61 - $136.3 $11M - $12.5M
91.7K $11.3M
RING
Ishares Inc Msci Global Gold M

ETFs
149K
New
$27.93 - $36.45 $4.17M - $5.44M
149K $4.19M
JBL
Jabil Inc

Technology
23.5K
New
$118.97 - $147.77 $2.79M - $3.47M
23.5K $3.38M
MOS
Mosaic CO

Basic Materials
115K
New
$23.87 - $28.34 $2.75M - $3.27M
115K $2.83M
IEV
Ishares Tr Europe ETF

ETFs
54K
New
$52.03 - $57.63 $2.81M - $3.11M
54K $2.81M
BMO
Bank Of Montreal

Financial Services
19.6K
New
$89.75 - $103.39 $1.76M - $2.03M
19.6K $1.9M
URTH
Ishares Msci World ETF

ETFs
8.34K
New
$153.73 - $162.67 $1.28M - $1.36M
8.34K $1.3M
EMGF
Ishares Msci Emerging Markets

ETFs
27.6K
New
$45.23 - $51.49 $1.25M - $1.42M
27.6K $1.25M
JEF
Jefferies Financial Group Inc.

Financial Services
14.5K
New
$61.95 - $81.75 $898K - $1.19M
14.5K $1.14M
RL
Ralph Lauren Corp

Consumer Cyclical
3.96K
New
$192.23 - $233.41 $760K - $923K
3.96K $913K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
35.2K
New
$19.44 - $28.35 $684K - $997K
35.2K $905K
KGC
Kinross Gold Corp

Basic Materials
94.1K
New
$9.03 - $10.75 $850K - $1.01M
94.1K $872K
CR
Crane Holdings, Co.

Industrials
5.73K
New
$148.97 - $184.96 $854K - $1.06M
5.73K $870K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
26.9K
New
$28.23 - $35.28 $760K - $950K
26.9K $856K
UAL
United Airlines Holdings, Inc.

Industrials
8.29K
New
$55.62 - $102.44 $461K - $849K
8.29K $804K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
15.9K
New
$42.25 - $43.54 $673K - $694K
15.9K $683K
GNMA
Ishares Gnma Bond ETF

ETFs
15.6K
New
$42.8 - $44.74 $667K - $697K
15.6K $668K
K
Kellogg CO

Consumer Defensive
8.23K
New
$80.34 - $81.29 $661K - $669K
8.23K $666K
CHK
Chesapeake Energy Corp

Energy
7.25K
New
$81.46 - $87.57 $591K - $635K
7.25K $621K
CACC
Credit Acceptance Corp

Financial Services
1.21K
New
$417.33 - $497.7 $503K - $600K
1.21K $565K
UHS
Universal Health Services Inc

Healthcare
3.15K
New
$175.8 - $236.9 $553K - $745K
3.15K $564K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.5K
New
$40.97 - $42.66 $553K - $576K
13.5K $558K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
10.6K
New
$51.58 - $52.91 $548K - $563K
10.6K $549K
QDPL
Pacer Fds Tr Metaurus Us Large
13.4K
New
$37.54 - $40.11 $503K - $537K
13.4K $514K
NANR
Spdr Index Shs Fds S&P North A

ETFs
9.52K
New
$50.02 - $58.31 $476K - $555K
9.52K $486K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
10.1K
New
$47.5 - $47.86 $479K - $482K
10.1K $479K
EPI
Wisdomtree Tr India Earnings F

ETFs
10.3K
New
$45.09 - $50.08 $465K - $517K
10.3K $467K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
4.77K
New
$93.27 - $105.01 $444K - $500K
4.77K $458K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
22K
New
$19.27 - $20.9 $424K - $460K
22K $434K
TPL
Texas Pacific Land Corp

Energy
383
New
$915.49 - $1730.0 $351K - $663K
383 $423K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
9.82K
New
$41.66 - $43.47 $409K - $427K
9.82K $418K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
11.3K
New
$36.36 - $43.93 $411K - $496K
11.3K $410K
IBUY
Amplify ETF Tr Amplify Online

ETFs
6.16K
New
$59.83 - $69.71 $369K - $430K
6.16K $398K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
23.4K
New
$16.36 - $22.16 $383K - $518K
23.4K $389K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
6.32K
New
$55.58 - $62.6 $351K - $396K
6.32K $380K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.7K
New
$22.4 - $68.28 $352K - $1.07M
15.7K $363K
INFY
Infosys LTD

Technology
16.5K
New
$20.71 - $23.42 $341K - $386K
16.5K $360K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
8.91K
New
$35.21 - $44.8 $314K - $399K
8.91K $343K
MINO
Pimco ETF Tr Municipal Income

ETFs
7.43K
New
$44.94 - $46.07 $334K - $342K
7.43K $334K
RMBS
Rambus Inc

Technology
6.26K
New
$40.13 - $59.14 $251K - $370K
6.26K $330K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
8.14K
New
$38.63 - $39.95 $314K - $325K
8.14K $320K
HOOD
Robinhood Markets, Inc.

Technology
8.43K
New
$22.33 - $43.2 $188K - $364K
8.43K $314K
PRIM
Primoris Services Corp

Industrials
4.11K
New
$57.06 - $84.91 $235K - $349K
4.11K $314K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
12.9K
New
$22.96 - $25.34 $296K - $327K
12.9K $309K
OSIS
Osi Systems Inc

Technology
1.84K
New
$131.41 - $187.75 $241K - $345K
1.84K $307K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.86K
New
$43.61 - $45.3 $299K - $311K
6.86K $305K
DOCU
Docusign, Inc.

Technology
3.33K
New
$61.42 - $106.99 $205K - $357K
3.33K $299K
GLBE
Global E Online Ltd.

Consumer Cyclical
5.4K
New
$35.95 - $57.07 $194K - $308K
5.4K $294K
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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