Envestnet Portfolio Solutions, Inc. Sells in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
-98
- 2.5%
$161.21 - $180.02 $15.8K - $17.6K
3.82K $660K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-501
- 3.73%
$50.29 - $50.86 $25.2K - $25.5K
12.9K $657K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-185
- 3.7%
$61.86 - $71.34 $11.4K - $13.2K
4.82K $308K
LYG
Lloyds Banking Group PLC

Financial Services
-10.2K
- 12.6%
$4.03 - $4.63 $41.3K - $47.4K
71.1K $322K
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.62K
- 1.38%
$90.83 - $93.81 $238K - $245K
187K $17.5M
NBTB
Nbt Bancorp Inc

Financial Services
-518
- 7.32%
$40.56 - $45.07 $21K - $23.3K
6.56K $273K
IRT
Independence Realty Trust, Inc.

Real Estate
-205
- 1.45%
$16.35 - $18.11 $3.35K - $3.71K
13.9K $228K
SWX
Southwest Gas Holdings, Inc.

Utilities
-837
- 7.25%
$72.88 - $79.93 $61K - $66.9K
10.7K $838K
NWBI
Northwest Bancshares, Inc.

Financial Services
-930
- 4.65%
$11.5 - $13.53 $10.7K - $12.6K
19.1K $236K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.61K
- 9.42%
$420.11 - $472.68 $2.78M - $3.13M
63.6K $29.8M
PPL
Ppl Corp

Utilities
-5.85K
- 9.63%
$33.54 - $37.24 $196K - $218K
54.9K $2.04M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-551
- 2.64%
$24.02 - $24.28 $13.2K - $13.4K
20.3K $488K
GFF
Griffon Corp

Industrials
-715
- 7.5%
$67.97 - $82.65 $48.6K - $59.1K
8.82K $671K
PCG
Pg&E Corp

Utilities
-2.66K
- 13.98%
$13.0 - $15.73 $34.6K - $41.8K
16.3K $246K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-824
- 5.41%
$24.11 - $24.94 $19.9K - $20.6K
14.4K $359K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-1.38K
- 9.52%
$28.52 - $30.48 $39.4K - $42.1K
13.1K $386K
OGE
Oge Energy Corp.

Utilities
-1.18K
- 5.95%
$43.46 - $46.27 $51.2K - $54.5K
18.6K $861K
CHCO
City Holding CO

Financial Services
-173
- 5.21%
$118.89 - $133.58 $20.6K - $23.1K
3.15K $389K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-675
- 11.17%
$41.02 - $43.2 $27.7K - $29.2K
5.37K $231K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.93K
- 11.33%
$157.1 - $178.94 $303K - $345K
15.1K $2.67M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-918
- 6.81%
$22.45 - $23.2 $20.6K - $21.3K
12.6K $290K
ROAD
Construction Partners, Inc.

Industrials
-662
- 20.29%
$93.43 - $136.74 $61.9K - $90.5K
2.6K $330K
TOLZ
Dj Brookfield Global

ETFs
-504
- 1.22%
$52.67 - $54.58 $26.5K - $27.5K
40.7K $2.2M
NTAP
Net App, Inc.

Technology
-1.16K
- 11.42%
$101.1 - $126.36 $117K - $147K
9K $1.07M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-252
- 4.45%
N/A
5.41K $311K
ILF
Ishares Latin America 40 ETF

ETFs
-2.42K
- 11.71%
$24.77 - $28.98 $59.9K - $70K
18.2K $526K
FDD
First Trust Stoxx European Sel

ETFs
-2.75K
- 5.74%
$15.26 - $16.67 $42K - $45.9K
45.2K $729K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-188
- 8.83%
$161.6 - $171.2 $30.4K - $32.2K
1.94K $332K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-414
- 4.27%
$41.6 - $42.66 $17.2K - $17.7K
9.28K $391K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-147
- 3.7%
$100.16 - $100.7 $14.7K - $14.8K
3.83K $385K
PEAK
Healthpeak Properties, Inc.

Real Estate
-724
- 1.75%
N/A
40.7K $771K
NOK
Nokia Corp

Technology
-1.58K
- 9.73%
$4.05 - $5.23 $6.41K - $8.27K
14.7K $70K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-465
- 4.84%
$45.92 - $47.76 $21.4K - $22.2K
9.14K $434K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-310
- 9.17%
$94.17 - $99.95 $29.2K - $31K
3.07K $307K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
-507
- 4.48%
N/A
10.8K $275K
VONV
Vanguard Russell 1000 Value Et

ETFs
-936
- 5.44%
$84.55 - $89.54 $79.1K - $83.8K
16.3K $1.45M
SAIA
Saia Inc

Industrials
-280
- 9.96%
$281.49 - $333.61 $78.8K - $93.4K
2.53K $757K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-288
- 5.3%
$50.09 - $50.73 $14.4K - $14.6K
5.14K $260K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-1.15K
- 5.71%
$40.43 - $42.78 $46.7K - $49.4K
19.1K $809K
UTZ
Utz Brands, Inc.

Consumer Defensive
-474
- 3.57%
$11.85 - $14.49 $5.62K - $6.87K
12.8K $155K
ALE
Allete Inc

Utilities
-448
- 5.5%
$62.45 - $66.45 $28K - $29.8K
7.69K $510K
WTRG
Essential Utilities, Inc.

Utilities
-1.23K
- 8.59%
$36.73 - $39.9 $45.3K - $49.2K
13.1K $522K
IGM
Ishares Expanded Tech Sector E

ETFs
-457
- 13.05%
$110.96 - $127.67 $50.7K - $58.3K
3.05K $383K
ADC
Agree Realty Corp

Real Estate
-7
- 0.15%
$70.53 - $75.05 $494 - $525
4.66K $330K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-10
- 0.32%
$86.67 - $100.17 $867 - $1K
3.1K $279K
TALO
Talos Energy Inc.

Energy
-4.91K
- 14.39%
$7.79 - $10.24 $38.2K - $50.2K
29.2K $279K
EWJ
Ishares Msci Japan ETF

ETFs
-824
- 7.59%
$71.69 - $81.49 $59.1K - $67.1K
10K $805K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-237
- 2.04%
N/A
11.4K $418K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-165
- 16.87%
$241.95 - $303.82 $39.9K - $50.1K
813 $227K
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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