Envestnet Portfolio Solutions, Inc. Incresed Positions in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
36.9K
+ 39.76%
$48.43 - $49.9 $1.79M - $1.84M
130K $6.47M
FNDF
Schwab Fundamental Intl Large

ETFs
53.4K
+ 584.11%
$32.9 - $37.45 $1.76M - $2M
62.6K $2.26M
SGOL
Abrdn Gold ETF Trust

ETFs
47.6K
+ 85.7%
$25.14 - $29.82 $1.2M - $1.42M
103K $3.08M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
33.2K
+ 37.41%
$50.48 - $51.04 $1.68M - $1.69M
122K $6.18M
AVDV
American Centy ETF Tr Avantis

ETFs
22K
+ 161.16%
$63.74 - $71.96 $1.4M - $1.58M
35.6K $2.49M
SCHV
Schwab Strategic Tr Us Large C

ETFs
39.8K
+ 3.98%
$25.77 - $27.6 $1.02M - $1.1M
1.04M $27.6M
PLD
Prologis, Inc.

Real Estate
4.11K
+ 2.34%
$103.59 - $124.04 $426K - $510K
180K $20.1M
CARR
Carrier Global Corp

Industrials
26.6K
+ 78.28%
$62.07 - $70.55 $1.65M - $1.88M
60.6K $3.84M
FTLS
First Tr Long/Short Equity ETF

ETFs
24.3K
+ 77.44%
$63.42 - $68.17 $1.54M - $1.66M
55.7K $3.57M
EMHC
Spdr Bloomberg Emerging Market
56K
+ 16.8%
$23.72 - $24.56 $1.33M - $1.38M
390K $9.41M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
28.7K
+ 8.53%
$38.99 - $40.37 $1.12M - $1.16M
365K $14.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
21.6K
+ 27.96%
$51.39 - $57.43 $1.11M - $1.24M
98.8K $5.48M
VLUE
Ishares Msci Usa Value Factor

ETFs
13.2K
+ 80.02%
$104.89 - $113.56 $1.38M - $1.5M
29.7K $3.17M
BSX
Boston Scientific Corp

Healthcare
6.55K
+ 10.86%
$89.38 - $106.18 $586K - $696K
66.9K $6.74M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
44.3K
+ 71.38%
$32.49 - $37.99 $1.44M - $1.68M
106K $3.57M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
26.3K
+ 5.83%
$30.35 - $33.16 $799K - $873K
478K $15.3M
CAH
Cardinal Health Inc

Healthcare
2.86K
+ 6.63%
$118.02 - $137.77 $338K - $394K
46.1K $6.34M
MELI
Mercadolibre Inc

Consumer Cyclical
189
+ 5.49%
$1739.0 - $2260.0 $329K - $427K
3.63K $7.09M
CE
Celanese Corp

Basic Materials
22.5K
+ 438.73%
$47.02 - $74.12 $1.06M - $1.67M
27.7K $1.57M
IWN
Ishares Russell2000 Val ETF

ETFs
8.56K
+ 71.89%
$149.27 - $169.4 $1.28M - $1.45M
20.5K $3.09M
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.9K
+ 11.61%
$43.53 - $45.42 $908K - $947K
200K $9.06M
NI
Nisource Inc.

Utilities
10.7K
+ 5.25%
$35.57 - $41.23 $382K - $443K
215K $8.63M
CMF
Ishares California Muni Bond E

ETFs
22.4K
+ 12.31%
$55.93 - $57.47 $1.25M - $1.29M
205K $11.5M
FPE
First Tr Pfd Secs & Income ETF

ETFs
60.9K
+ 20.17%
$17.53 - $17.87 $1.07M - $1.09M
363K $6.38M
CLOI
Vaneck ETF Tr

ETFs
19.6K
+ 118.65%
$52.68 - $53.16 $1.03M - $1.04M
36.1K $1.91M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10.9K
+ 216.32%
$90.0 - $96.32 $983K - $1.05M
16K $1.47M
CGDV
Capital Group Divid Value ETF

ETFs
21.1K
+ 3.79%
$34.95 - $37.36 $738K - $789K
578K $20.6M
NUDM
Nuveen Esg International Devel

ETFs
9.64K
+ 2.64%
$29.75 - $33.12 $287K - $319K
376K $12M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
18.6K
+ 56.94%
$50.24 - $50.57 $936K - $942K
51.4K $2.6M
QCOM
Qualcomm Inc

Technology
6.09K
+ 9.36%
$151.94 - $175.86 $925K - $1.07M
71.2K $10.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
14.2K
+ 22.49%
$57.44 - $59.4 $816K - $844K
77.4K $4.6M
RDVY
First Trust Rising Dividend Ac

ETFs
17.9K
+ 7.54%
$57.22 - $63.39 $1.03M - $1.14M
256K $15M
WMB
Williams Companies, Inc.

Energy
7.6K
+ 10.05%
$54.02 - $61.09 $411K - $464K
83.2K $4.97M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
18.2K
+ 2.35%
$49.78 - $53.19 $908K - $971K
794K $40.5M
EXPD
Expeditors International Of Washington Inc

Industrials
6.89K
+ 144.39%
$109.09 - $126.48 $751K - $871K
11.7K $1.4M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
26.3K
+ 3.72%
$21.49 - $22.24 $565K - $585K
734K $16.3M
JPIE
J P Morgan Exchange Traded Fd
18.1K
+ 38.5%
$45.46 - $46.18 $823K - $836K
65.1K $3M
FNV
Franco Nevada Corp

Basic Materials
2.49K
+ 21.71%
$120.72 - $157.56 $301K - $393K
14K $2.2M
XSMO
Invesco S&P Smallcap Momentum

ETFs
19K
+ 18.32%
$59.97 - $70.03 $1.14M - $1.33M
123K $7.69M
AEE
Ameren Corp

Utilities
3.43K
+ 7.86%
$86.87 - $103.67 $298K - $356K
47.1K $4.73M
HYLB
Xtrackers Usd High Yield Corp

ETFs
21.4K
+ 5.21%
$35.96 - $36.72 $768K - $784K
431K $15.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.8K
+ 90.38%
$36.91 - $41.03 $695K - $772K
39.6K $1.57M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
13.6K
+ 117.4%
$46.83 - $56.05 $639K - $765K
25.3K $1.34M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
25.4K
+ 9.68%
$28.55 - $29.09 $725K - $739K
288K $8.31M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
19.8K
+ 3.46%
$18.46 - $19.19 $366K - $381K
594K $11.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
30.5K
+ 15.64%
$24.5 - $24.95 $747K - $760K
225K $5.58M
CMS
Cms Energy Corp

Utilities
1.4K
+ 1.83%
$64.99 - $75.11 $91.2K - $105K
78.2K $5.87M
FE
Firstenergy Corp

Utilities
18.5K
+ 348.32%
$37.95 - $43.5 $703K - $805K
23.8K $963K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.7K
+ 7.91%
$53.6 - $58.97 $1.21M - $1.34M
309K $16.9M
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 Sold out 0 Options Calls 0 Puts 0
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