Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q2 2024

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
Ge Healthcare Technologies I
-4.01K
- 7.29%
N/A
51K $0
Rb Global Inc
-3.89K
- 23.6%
N/A
12.6K $0
Gsk PLC
-12
- 0.02%
N/A
48K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-142
- 1.93%
N/A
7.2K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-134
- 2.17%
N/A
6.04K $0
Invesco Exchange Traded Fd T
-352
- 4.22%
N/A
8K $0
NFTY
First Tr Alphadex Fd Ii India
-1.77K
- 18.43%
N/A
7.84K $0
FTI
Technip Fmc PLC

Energy
-367
- 3.91%
$24.25 - $26.95 $8.9K - $9.89K
9.02K $235K
FLCO
Franklin Templeton ETF Tr Invt
-13.7K
- 51.6%
N/A
12.8K $0
Thomson Reuters Corp.
-1.41K
- 10.82%
N/A
11.6K $0
JGRO
J P Morgan Exchange Traded Fd
-1.12K
- 6.39%
N/A
16.3K $0
EQC
Equity Commonwealth

Real Estate
-1.72K
- 2.59%
$18.45 - $19.6 $31.8K - $33.8K
64.8K $1.26M
DFAU
Dimensional ETF Tr

ETFs
-292
- 1.95%
$34.53 - $37.67 $10.1K - $11K
14.7K $549K
BMI
Badger Meter Inc

Technology
-230
- 11.87%
$152.91 - $200.64 $35.2K - $46.1K
1.71K $318K
VST
Vistra Corp.

Utilities
-1.31K
- 18.26%
$65.66 - $106.2 $86K - $139K
5.86K $504K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-2.16K
- 10.08%
$11.1 - $13.41 $23.9K - $28.9K
19.2K $257K
ROP
Roper Technologies Inc

Industrials
-28
- 0.37%
$510.82 - $563.66 $14.3K - $15.8K
7.52K $4.24M
MMS
Maximus, Inc.

Industrials
-35
- 0.54%
$79.78 - $88.69 $2.79K - $3.1K
6.44K $552K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-307
- 2.95%
$173.94 - $199.42 $53.4K - $61.2K
10.1K $2M
CPB
Campbell Soup CO

Consumer Defensive
-16
- 0.11%
$42.31 - $46.71 $677 - $747
15.1K $682K
BAR
Granite Shares Gold Trust

ETFs
-16
- 0.14%
$22.18 - $23.98 $355 - $384
11.5K $264K
JWN
Nordstrom Inc

Consumer Cyclical
-291
- 1.61%
$17.71 - $23.01 $5.15K - $6.7K
17.7K $376K
ACWI
Ishares Msci Acwi ETF

ETFs
-175
- 1.17%
$104.54 - $112.83 $18.3K - $19.7K
14.8K $1.66M
MKL
Markel Corp

Financial Services
-21
- 2.31%
$1423.66 - $1663.21 $29.9K - $34.9K
889 $1.4M
ADUS
Addus Home Care Corp

Healthcare
-64
- 2.92%
$91.7 - $120.4 $5.87K - $7.71K
2.13K $247K
VTR
Ventas, Inc.

Real Estate
-724
- 9.42%
$41.68 - $51.26 $30.2K - $37.1K
6.96K $356K
OCIO
ETF Ser Solutions Clearshares

ETFs
-197
- 0.57%
$0.0 - $33.11 $0 - $6.52K
34.6K $1.14M
EVR
Evercore Inc.

Financial Services
-57
- 2.42%
$181.5 - $208.43 $10.3K - $11.9K
2.3K $479K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-18
- 0.15%
$49.92 - $56.01 $899 - $1.01K
11.8K $655K
PODD
Insulet Corp

Healthcare
-162
- 7.81%
$161.02 - $206.98 $26.1K - $33.5K
1.91K $385K
WING
Wingstop Inc.

Consumer Cyclical
-136
- 8.37%
$347.37 - $428.85 $47.2K - $58.3K
1.49K $628K
FEM
First Trust Emerging Markets A

ETFs
-114
- 0.28%
$22.78 - $25.35 $2.6K - $2.89K
41.1K $982K
VOX
Vanguard Communication Service

ETFs
-3.19K
- 4.58%
$125.5 - $139.68 $400K - $446K
66.5K $9.18M
PIPR
Piper Sandler Companies

Financial Services
-27
- 1.67%
$183.84 - $230.17 $4.96K - $6.21K
1.59K $365K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-713
- 0.77%
$9.68 - $10.84 $6.9K - $7.73K
91.9K $992K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-66
- 1.74%
$92.81 - $111.47 $6.13K - $7.36K
3.72K $415K
VMI
Valmont Industries Inc

Industrials
-31
- 2.19%
$204.8 - $276.46 $6.35K - $8.57K
1.39K $380K
HLI
Houlihan Lokey, Inc.

Financial Services
-140
- 1.19%
$122.38 - $136.8 $17.1K - $19.2K
11.6K $1.57M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-270
- 19.16%
$143.31 - $247.0 $38.7K - $66.7K
1.14K $276K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-2.01K
- 9.85%
$72.57 - $90.01 $146K - $180K
18.3K $1.61M
DELL
Dell Technologies Inc.

Technology
-862
- 10.49%
$114.87 - $179.21 $99K - $154K
7.36K $1.01M
LNTH
Lantheus Holdings, Inc.

Healthcare
-203
- 3.78%
$58.87 - $83.05 $12K - $16.9K
5.17K $414K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-1.53K
- 18.58%
$97.19 - $133.81 $148K - $204K
6.69K $862K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-114
- 1.91%
$148.27 - $174.07 $16.9K - $19.8K
5.87K $1.01M
ZTS
Zoetis Inc.

Healthcare
-1.12K
- 1.67%
$145.54 - $178.83 $164K - $201K
66.3K $11.5M
GWRE
Guidewire Software, Inc.

Technology
-530
- 7.03%
$107.64 - $137.89 $57K - $73.1K
7.01K $966K
WDC
Western Digital Corp

Technology
-1.58K
- 5.73%
$66.05 - $80.23 $104K - $127K
26K $1.97M
VONE
Vanguard Russell 1000 ETF

ETFs
-108
- 0.7%
$225.44 - $247.94 $24.3K - $26.8K
15.2K $3.75M
ROL
Rollins Inc

Consumer Cyclical
-39
- 0.1%
$42.44 - $49.92 $1.66K - $1.95K
38.4K $1.87M
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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