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
JBBB
Janus Detroit Str Tr Henderson

ETFs
17.1K
+ 170.23%
$48.66 - $49.26 $832K - $842K
27.1K $1.33M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.19K
+ 5.01%
$100.29 - $100.75 $821K - $825K
172K $17.3M
T
At&T Inc.

Communication Services
8.37K
+ 1.95%
$16.09 - $19.11 $135K - $160K
438K $8.38M
HYD
Vaneck High Yield Muni ETF

ETFs
16.1K
+ 43.33%
$51.05 - $52.32 $820K - $840K
53.1K $2.74M
ECL
Ecolab Inc.

Basic Materials
2.92K
+ 18.75%
$218.16 - $244.64 $638K - $715K
18.5K $4.41M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
26.2K
+ 3.23%
$98.66 - $105.11 $2.58M - $2.75M
838K $86M
BBY
Best Buy CO Inc

Consumer Cyclical
7.66K
+ 11.42%
$69.63 - $93.63 $534K - $717K
74.8K $6.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12.2K
+ 7.51%
$66.16 - $71.7 $807K - $875K
175K $12M
TAP
Molson Coors Beverage CO

Consumer Defensive
15.5K
New
$49.53 - $68.19 $770K - $1.06M
15.5K $789K
IAI
Ishares Tr Us Broker Dealers &

ETFs
6.71K
New
$109.7 - $120.13 $736K - $806K
6.71K $784K
ELV
Elevance Health, Inc.

Healthcare
67
+ 0.21%
$497.49 - $547.8 $33.3K - $36.7K
31.4K $17M
LDOS
Leidos Holdings, Inc.

Technology
1.62K
+ 4.55%
$123.76 - $151.15 $201K - $245K
37.3K $5.45M
GPS
Gap Inc

Consumer Cyclical
31.8K
New
$19.83 - $29.03 $631K - $924K
31.8K $760K
BOND
Pimco Active Bond Exchange Tra

ETFs
9.19K
+ 9.37%
$89.04 - $91.74 $818K - $843K
107K $9.77M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
17.7K
+ 23.73%
$45.15 - $46.21 $801K - $820K
92.5K $4.23M
PSTG
Pure Storage, Inc.

Technology
11.7K
New
$49.46 - $68.35 $576K - $796K
11.7K $748K
APH
Amphenol Corp

Technology
36.9K
+ 101.61%
$67.16 - $136.4 $2.48M - $5.03M
73.1K $4.93M
SNY
Sanofi

Healthcare
15.4K
+ 15.21%
$45.39 - $50.36 $701K - $778K
117K $5.67M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
26.4K
+ 13.58%
$54.04 - $58.09 $1.43M - $1.53M
221K $12M
FEMB
First Tr ETF Emerging Markets

ETFs
26.9K
New
$26.98 - $28.5 $726K - $767K
26.9K $730K
PG
Procter & Gamble CO

Consumer Defensive
735
+ 0.32%
$155.33 - $168.56 $114K - $124K
228K $37.6M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
29.8K
+ 105.73%
$24.22 - $24.49 $723K - $731K
58.1K $1.42M
PFE
Pfizer Inc

Healthcare
21.2K
+ 3.82%
$25.26 - $29.6 $535K - $627K
575K $16.1M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.35K
+ 130.18%
$471.28 - $533.64 $636K - $720K
2.39K $1.23M
BBUS
J P Morgan Exchg Traded Fd

ETFs
6.45K
+ 27.98%
$89.42 - $98.82 $577K - $637K
29.5K $2.89M
HES
Hess Corp

Energy
4.91K
+ 255.12%
$143.33 - $163.13 $704K - $801K
6.84K $1.01M
ONTO
Onto Innovation Inc.

Technology
2.75K
+ 98.53%
$169.39 - $233.63 $466K - $643K
5.55K $1.22M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.31K
+ 1.57%
$98.05 - $107.78 $226K - $248K
150K $16M
WYNN
Wynn Resorts LTD

Consumer Cyclical
7.88K
New
$88.13 - $107.46 $694K - $846K
7.88K $704K
XLG
Invesco Exchange Traded Fd Tr

ETFs
14.9K
+ 279.72%
$39.84 - $46.12 $595K - $689K
20.3K $927K
VEEV
Veeva Systems Inc

Healthcare
9.23K
+ 44.92%
$171.41 - $230.39 $1.58M - $2.13M
29.8K $5.45M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
6.38K
+ 10.37%
$70.91 - $78.65 $452K - $502K
67.9K $5.31M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
10.8K
+ 60.73%
$59.87 - $64.55 $647K - $698K
28.6K $1.79M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
21K
+ 2.85%
N/A
759K $23.9M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
22.4K
+ 14.03%
$23.22 - $24.34 $519K - $544K
182K $4.42M
TMUS
T Mobile Us, Inc.

Communication Services
2.21K
+ 10.8%
$159.79 - $180.69 $353K - $399K
22.6K $3.99M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.5K
+ 7.58%
$76.35 - $77.35 $649K - $658K
121K $9.33M
DUK
Duke Energy Corp

Utilities
213
+ 0.12%
$92.87 - $104.6 $19.8K - $22.3K
179K $17.9M
NTRA
Natera, Inc.

Healthcare
4.58K
+ 50.57%
$85.28 - $112.6 $390K - $515K
13.6K $1.48M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
31.4K
+ 33.79%
$20.71 - $21.32 $651K - $670K
124K $2.63M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7.89K
+ 205.23%
$77.44 - $82.55 $611K - $651K
11.7K $953K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.2K
+ 18.53%
$50.84 - $55.56 $520K - $568K
65.4K $3.63M
XLI
Industrial Sector Spdr

ETFs
7.2K
+ 11.41%
$120.47 - $125.94 $867K - $906K
70.2K $8.56M
HPQ
Hp Inc

Technology
5.11K
+ 5.59%
$27.62 - $38.36 $141K - $196K
96.6K $3.38M
CEG
Constellation Energy Corp

Utilities
1.49K
+ 7.26%
$180.9 - $231.27 $269K - $344K
22K $4.4M
ICVT
Ishares Tr Convertible Bond Et

ETFs
9.55K
+ 8.36%
$76.13 - $79.59 $727K - $760K
124K $9.73M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
17.7K
+ 6.45%
$38.37 - $39.99 $680K - $709K
293K $11.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
12.1K
+ 15.95%
$30.22 - $34.82 $364K - $420K
87.6K $2.93M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.3K
+ 78.27%
$45.03 - $48.19 $552K - $591K
27.9K $1.34M
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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