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
LNT
Alliant Energy Corp

Utilities
5.65K
+ 8.17%
$56.66 - $66.04 $320K - $373K
74.8K $4.81M
GUNR
Flexshares Tr Morningstar Glob

ETFs
3.93K
+ 1.7%
$36.6 - $39.56 $144K - $155K
235K $9.11M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
15.2K
+ 151.11%
$47.03 - $47.8 $716K - $728K
25.3K $1.19M
SECT
Sector 10, Inc.

ETFs
46.6K
+ 10.5%
$50.98 - $57.8 $2.38M - $2.69M
490K $25M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.5K
+ 85.52%
$157.71 - $180.77 $709K - $813K
9.75K $1.57M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
15.4K
+ 38.32%
$67.24 - $84.27 $1.03M - $1.3M
55.5K $3.79M
XLG
Invesco Exchange Traded Fd Tr

ETFs
16.4K
+ 67.34%
$45.72 - $51.73 $750K - $848K
40.7K $1.88M
TSN
Tyson Foods, Inc.

Consumer Defensive
8.81K
+ 73.07%
$54.27 - $63.81 $478K - $562K
20.9K $1.33M
CGGR
Capital Group Growth ETF Shs C

ETFs
35.8K
+ 17.25%
$33.98 - $39.84 $1.22M - $1.43M
243K $8.33M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
22K
+ 11.78%
$26.64 - $27.14 $586K - $597K
209K $5.59M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
9.4K
+ 65.97%
$60.05 - $72.21 $565K - $679K
23.7K $1.48M
HYLS
First Tr Tactical High Yield L

ETFs
13.7K
+ 20.26%
$40.95 - $41.77 $563K - $574K
81.6K $3.35M
DOX
Amdocs LTD

Technology
3.51K
+ 10.34%
$82.21 - $92.02 $289K - $323K
37.5K $3.43M
PH
Parker Hannifin Corp

Industrials
1.47K
+ 11.42%
$591.65 - $707.05 $872K - $1.04M
14.4K $8.73M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
25.4K
+ 44.73%
$21.79 - $23.09 $554K - $587K
82.3K $1.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
10K
+ 203.88%
$50.44 - $50.7 $506K - $508K
14.9K $757K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.88K
+ 4.48%
$114.57 - $118.14 $330K - $340K
67.2K $7.94M
LYV
Live Nation Entertainment, Inc.

Communication Services
3.79K
+ 65.29%
$115.79 - $154.66 $439K - $586K
9.59K $1.25M
VDE
Vanguard Energy ETF

ETFs
1.95K
+ 6.72%
$119.14 - $132.76 $233K - $259K
31K $4.02M
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.3K
+ 94.55%
$45.56 - $47.23 $469K - $486K
21.2K $996K
FDL
First Tr Morningstar Dividend

ETFs
2.44K
+ 2.08%
$39.69 - $43.83 $96.9K - $107K
120K $5.21M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
5.76K
+ 205.61%
$82.81 - $96.53 $477K - $556K
8.55K $717K
PANW
Palo Alto Networks Inc

Technology
8.08K
+ 9.8%
$167.82 - $208.28 $1.36M - $1.68M
90.6K $15.5M
IGLB
Ishares 10+ Year Investment Gr

ETFs
6.18K
+ 4.84%
$48.32 - $51.22 $298K - $316K
134K $6.72M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.53K
+ 153.51%
$48.65 - $53.06 $366K - $400K
12.4K $645K
GL
Globe Life Inc.

Financial Services
89
+ 0.45%
$111.2 - $131.72 $9.9K - $11.7K
19.8K $2.6M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
20.3K
+ 20.74%
$19.8 - $19.97 $402K - $406K
118K $2.35M
VPU
Vanguard Utilities ETF

ETFs
423
+ 0.95%
$161.24 - $173.33 $68.2K - $73.3K
45K $7.69M
PULS
Pgim ETF Tr

ETFs
8.01K
+ 39.73%
$49.56 - $49.78 $397K - $399K
28.2K $1.4M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.33K
+ 2.46%
$30.38 - $34.94 $101K - $116K
139K $4.75M
UGI
Ugi Corp

Utilities
9.27K
+ 63.66%
$28.0 - $34.16 $259K - $317K
23.8K $787K
CGCP
Capital Group Core Plus Income

ETFs
16.2K
+ 40.6%
$21.94 - $22.64 $354K - $366K
55.9K $1.26M
FDVV
Fidelity High Dividend ETF

ETFs
7.4K
+ 17.45%
$48.86 - $52.28 $362K - $387K
49.8K $2.47M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.29K
+ 37.75%
$74.75 - $89.13 $246K - $294K
12K $1M
GTO
Invesco Actively Managed ETF T

ETFs
4.95K
+ 2.46%
$45.9 - $47.37 $227K - $234K
206K $9.67M
ROLL
Rbc Bearings Inc

Industrials
1.34K
+ 41.29%
N/A
4.58K $1.13M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
9.92K
+ 6.45%
$28.11 - $30.42 $279K - $302K
164K $4.79M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
93.4K
+ 5.64%
$49.85 - $56.22 $4.66M - $5.25M
1.75M $88.7M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.42K
+ 72.4%
$92.03 - $93.95 $315K - $322K
8.15K $752K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.33K
+ 2.34%
$48.31 - $49.23 $209K - $213K
190K $9.32M
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.41K
+ 6.24%
$75.99 - $81.58 $411K - $441K
92.1K $7.06M
MOS
Mosaic CO

Basic Materials
868
+ 0.75%
$23.08 - $28.8 $20K - $25K
116K $3.14M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.27K
+ 17.95%
$27.64 - $28.58 $256K - $265K
60.9K $1.74M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.9K
+ 115.96%
$18.36 - $20.51 $236K - $264K
24K $474K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.48K
+ 18.94%
$179.71 - $192.06 $266K - $284K
9.28K $1.71M
HSY
Hershey CO

Consumer Defensive
1.39K
+ 8.06%
$144.74 - $186.36 $201K - $259K
18.6K $3.19M
MCO
Moodys Corp

Financial Services
678
+ 10.3%
$437.8 - $527.48 $297K - $358K
7.26K $3.38M
NRG
Nrg Energy, Inc.

Utilities
1.97K
+ 13.68%
$84.82 - $113.33 $167K - $224K
16.4K $1.56M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.2K
+ 1.07%
$44.41 - $45.98 $97.8K - $101K
208K $9.51M
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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