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
FLTR
Vaneck ETF Tr Investment Grade

ETFs
392
+ 2.84%
$25.44 - $25.58 $9.97K - $10K
14.2K $363K
MINO
Pimco ETF Tr Municipal Income

ETFs
310
+ 4.17%
$44.44 - $45.83 $13.8K - $14.2K
7.74K $346K
HFRO
Highland Income Fund\Ma

Financial Services
1.97K
+ 3.28%
$4.93 - $5.83 $9.69K - $11.5K
61.9K $321K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.77K
+ 9.41%
$81.62 - $96.63 $389K - $461K
55.4K $4.62M
UFPT
Ufp Technologies Inc

Healthcare
212
+ 25.82%
$198.85 - $285.04 $42.2K - $60.4K
1.03K $208K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.12K
+ 3.68%
$19.04 - $20.15 $21.4K - $22.6K
31.6K $601K
HLNE
Hamilton Lane Inc

Financial Services
36
+ 1.92%
$137.87 - $170.18 $4.96K - $6.13K
1.91K $284K
ILCB
Ishares Morningstar U.S. Equit

ETFs
199
+ 6.56%
$76.17 - $85.05 $15.2K - $16.9K
3.23K $249K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
72
+ 0.34%
$47.41 - $48.44 $3.41K - $3.49K
21.2K $1.01M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 7.61%
$89.18 - $104.04 $200K - $233K
31.7K $2.9M
EDOW
First Tr Exchange Traded Fd

ETFs
47
+ 0.64%
$35.58 - $38.24 $1.67K - $1.8K
7.4K $268K
Tidal Tr Ii
961
+ 4.63%
N/A
21.7K $0
T Rowe Price ETF Inc
8.34K
+ 20.29%
N/A
49.4K $0
Tcw ETF Trust
15.4K
+ 23.36%
N/A
81.1K $0
Wisdomtree Tr
616
+ 9.37%
N/A
7.19K $0
Spdr Ser Tr
874K
+ 1316.58%
N/A
941K $0
OAEM
Unified Ser Tr Oneascent Emerg
1.17K
+ 7.61%
N/A
16.6K $0
Reddit Inc
778
+ 20.89%
N/A
4.5K $0
Vanguard Mun Bd Fds
6.16K
+ 195.89%
N/A
9.3K $0
BUCK
Simplify Exchange Traded Fds S
754
+ 4.87%
N/A
16.2K $0
Simplify Exchange Traded Fun
7.35K
+ 25.23%
N/A
36.5K $0
Advisors Inner Circle Fd Ii
15.8K
+ 9.46%
N/A
183K $0
YEAR
Ab Active Etfs Inc Ultra Short
6
+ 0.04%
N/A
14.9K $0
Coherent Corp
169
+ 4.25%
N/A
4.15K $0
Dimensional ETF Trust
232
+ 1.74%
N/A
13.6K $0
FMIL
Fidelity Covington Tr New Mill
82
+ 0.35%
N/A
23.5K $0
First Tr Exchange Traded Fd
43.5K
+ 23.11%
N/A
232K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.64K
+ 50.77%
N/A
25.7K $0
AFLG
First Tr Exchange Traded Fd Vi
8.94K
+ 22.06%
N/A
49.5K $0
Amplify ETF Tr
1.4K
+ 3.62%
N/A
40.2K $0
CGMS
Capital Grp Core Plus Income E
27.3K
+ 21.6%
N/A
154K $0
HYGW
Ishares Tr High Yield Corporat
3.06K
+ 2.62%
N/A
120K $0
Capital Grp Fixed Incm ETF T
36.1K
+ 40.0%
N/A
126K $0
Capital Group Dividend Growe
13.8K
+ 7.37%
N/A
201K $0
Capital Group Core Balanced
72.8K
+ 62.8%
N/A
189K $0
Advisors Inner Circle Fd Ii
17.3K
+ 28.08%
N/A
79.1K $0
Advisors Inner Circle Fd Ii
3.3K
+ 14.46%
N/A
26.1K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
660
+ 12.97%
N/A
5.75K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
5.84K
+ 50.21%
N/A
17.5K $0
Annaly Capital Management In
31.9K
+ 98.67%
N/A
64.3K $0
Arista Networks Inc
20.8K
+ 24.67%
N/A
105K $0
Arm Holdings PLC
1.94K
+ 91.21%
N/A
4.07K $0
Astera Labs Inc
426
+ 9.42%
N/A
4.95K $0
Blackrock ETF Trust
5.2K
+ 5.79%
N/A
95K $0
Blackrock ETF Trust
9.2K
+ 6.5%
N/A
151K $0
J P Morgan Exchange Traded F
31.4K
+ 48.21%
N/A
96.4K $0
Manager Directed Portfolios
8.53K
+ 3.24%
N/A
272K $0
Morgan Stanley ETF Trust
6.94K
+ 120.56%
N/A
12.7K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
4.76K
+ 74.99%
N/A
11.1K $0
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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