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
DFSD
Dimensional ETF Tr Short Durat

ETFs
32.1K
+ 67.66%
$46.64 - $47.15 $1.5M - $1.51M
79.6K $3.74M
SRLN
Ssga Active Trust

ETFs
36.8K
+ 22.96%
$41.68 - $42.09 $1.53M - $1.55M
197K $8.24M
CVX
Chevron Corp

Energy
11.7K
+ 4.46%
$152.57 - $166.33 $1.78M - $1.95M
274K $42.8M
SPOT
Spotify Technology S.A.

Communication Services
4.06K
+ 121.59%
$266.43 - $326.68 $1.08M - $1.33M
7.4K $2.32M
LMT
Lockheed Martin Corp

Industrials
2.28K
+ 7.66%
$447.57 - $471.51 $1.02M - $1.08M
32.1K $15M
SLB
Schlumberger Limited

Energy
56.5K
+ 34.57%
$43.0 - $55.22 $2.43M - $3.12M
220K $10.4M
TTD
Trade Desk, Inc.

Technology
5.15K
+ 5.79%
$77.3 - $99.25 $398K - $511K
94K $9.18M
CLOI
Vaneck ETF Tr

ETFs
26.6K
New
$52.56 - $52.96 $1.4M - $1.41M
26.6K $1.41M
CGGR
Capital Group Growth ETF Shs C

ETFs
40.7K
+ 64.03%
$30.03 - $33.13 $1.22M - $1.35M
104K $3.43M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
59.7K
+ 400.68%
$22.82 - $23.32 $1.36M - $1.39M
74.6K $1.73M
CGUS
Capital Group Core Equity ETF
28.3K
+ 9.08%
$29.72 - $32.45 $840K - $917K
340K $11M
XOM
Exxon Mobil Corp

Energy
13.4K
+ 4.68%
$108.36 - $122.2 $1.45M - $1.64M
299K $34.5M
TFLO
Ishares Treasury Floating Rate

ETFs
24.1K
+ 20.82%
$50.44 - $50.7 $1.21M - $1.22M
140K $7.08M
SPGI
S&P Global Inc.

Financial Services
1.41K
+ 4.91%
$408.56 - $448.91 $574K - $631K
30K $13.4M
TDG
Trans Digm Group Inc

Industrials
789
+ 25.98%
$1187.7 - $1362.3 $937K - $1.07M
3.83K $4.89M
CGDV
Capital Group Divid Value ETF

ETFs
30.3K
+ 10.72%
$31.1 - $33.37 $942K - $1.01M
313K $10.3M
TXN
Texas Instruments Inc

Technology
635
+ 1.27%
$159.68 - $202.54 $101K - $129K
50.6K $9.85M
TIP
Ishares Tr Tips Bd ETF

ETFs
12.4K
+ 4.27%
$105.01 - $107.23 $1.3M - $1.33M
302K $32.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.5K
+ 18.48%
$55.45 - $57.39 $1.25M - $1.29M
144K $8.19M
CPNG
Coupang, Inc.

Consumer Cyclical
53.9K
New
$18.2 - $23.65 $982K - $1.28M
53.9K $1.13M
EQIX
Equinix Inc

Real Estate
2.45K
+ 22.61%
$692.71 - $809.68 $1.7M - $1.98M
13.3K $10M
THC
Tenet Healthcare Corp

Healthcare
7.08K
+ 123.98%
$91.08 - $140.75 $645K - $996K
12.8K $1.7M
SUB
Ishares Short Term National Mu

ETFs
10.6K
+ 16.46%
$104.04 - $104.8 $1.11M - $1.12M
75.3K $7.88M
MCHP
Microchip Technology Inc

Technology
9.45K
+ 7.71%
$81.68 - $99.49 $772K - $940K
132K $12.1M
DAL
Delta Air Lines, Inc.

Industrials
23.2K
+ 57.55%
$45.88 - $53.26 $1.06M - $1.24M
63.5K $3.01M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.05K
+ 1.24%
$230.52 - $265.19 $243K - $279K
86K $22.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.48K
+ 84.5%
$199.21 - $276.76 $694K - $964K
7.61K $1.98M
IDEV
Ishares Core Msci Intl Develop

ETFs
16.8K
+ 52.08%
$64.09 - $68.74 $1.07M - $1.15M
48.9K $3.21M
EMHC
Spdr Bloomberg Emerging Market
46.5K
+ 23.96%
$23.35 - $24.14 $1.08M - $1.12M
240K $5.73M
KMB
Kimberly Clark Corp

Consumer Defensive
3.19K
+ 4.73%
$123.89 - $141.67 $395K - $452K
70.7K $9.77M
HWM
Howmet Aerospace Inc.

Industrials
12.2K
+ 121.71%
$62.93 - $85.28 $766K - $1.04M
22.2K $1.72M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
59.4K
+ 14.54%
$18.25 - $18.51 $1.08M - $1.1M
468K $8.65M
ZBRA
Zebra Technologies Corp

Technology
2.98K
+ 24.2%
$268.07 - $327.0 $799K - $974K
15.3K $4.72M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
17.1K
New
$56.91 - $62.31 $973K - $1.07M
17.1K $1.01M
IQLT
Ishares Msci Intl Quality Fact

ETFs
25.9K
+ 44.36%
$37.62 - $40.69 $975K - $1.06M
84.4K $3.3M
NEM
Newmont Corp

Basic Materials
23.3K
New
$36.43 - $44.44 $847K - $1.03M
23.3K $973K
LHX
L3 Harris Technologies, Inc.

Industrials
2.49K
+ 6.92%
$200.34 - $226.69 $499K - $564K
38.4K $8.63M
FDX
Fedex Corp

Industrials
2.61K
+ 14.7%
$245.11 - $299.84 $641K - $784K
20.4K $6.11M
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.9K
+ 8.11%
$71.74 - $75.86 $1.36M - $1.44M
253K $18.7M
OC
Owens Corning

Industrials
5.33K
+ 133.06%
$160.11 - $181.39 $853K - $966K
9.33K $1.62M
GTO
Invesco Actively Managed ETF T

ETFs
21.5K
+ 15.58%
$45.43 - $46.93 $978K - $1.01M
160K $7.41M
USFR
Wisdomtree Floating Rate Treas

ETFs
18K
+ 143.88%
$50.28 - $50.52 $906K - $910K
30.5K $1.54M
FICO
Fair Isaac Corp

Technology
20
+ 0.55%
$1110.85 - $1488.66 $22.2K - $29.8K
3.69K $5.49M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
21.6K
+ 139.51%
$40.79 - $41.97 $882K - $907K
37.1K $1.54M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
19.1K
+ 240.38%
$45.93 - $47.36 $877K - $904K
27K $1.27M
SPIB
Spdr Portfolio Intermediate Te

ETFs
27.4K
+ 22.92%
$32.02 - $32.68 $877K - $896K
147K $4.79M
SNPS
Synopsys Inc

Technology
988
+ 8.53%
$510.71 - $620.31 $505K - $613K
12.6K $7.48M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.1K
+ 14.58%
$44.06 - $45.49 $885K - $914K
158K $7.1M
MBLY
Mobileye Global Inc.
39.9K
+ 59.32%
$25.39 - $32.71 $1.01M - $1.31M
107K $3.01M
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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