Envestnet Portfolio Solutions, Inc. New Holdings in Q2 2024

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAL
American Airlines Group Inc.

Industrials
481K
New
$11.12 - $15.41 $5.35M - $7.42M
481K $5.45M
APP
App Lovin Corp

Technology
39.5K
New
$66.8 - $86.43 $2.64M - $3.42M
39.5K $3.29M
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
132K
New
$22.61 - $22.96 $2.98M - $3.03M
132K $3.03M
ENPH
Enphase Energy, Inc.

Technology
30.1K
New
$99.71 - $134.52 $3M - $4.05M
30.1K $3M
FLGB
Franklin Templeton ETF Tr

ETFs
65K
New
$25.3 - $27.9 $1.64M - $1.81M
65K $1.71M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
54.6K
New
$30.29 - $33.04 $1.65M - $1.8M
54.6K $1.66M
CLOI
Vaneck ETF Tr

ETFs
26.6K
New
$52.56 - $52.96 $1.4M - $1.41M
26.6K $1.41M
CPNG
Coupang, Inc.

Consumer Cyclical
53.9K
New
$18.2 - $23.65 $982K - $1.28M
53.9K $1.13M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
17.1K
New
$56.91 - $62.31 $973K - $1.07M
17.1K $1.01M
NEM
Newmont Corp

Basic Materials
23.3K
New
$36.43 - $44.44 $847K - $1.03M
23.3K $973K
IAI
Ishares Tr Us Broker Dealers &

ETFs
6.71K
New
$109.7 - $120.13 $736K - $806K
6.71K $784K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
13.1K
New
$57.95 - $65.15 $759K - $853K
13.1K $776K
GPS
Gap Inc

Consumer Cyclical
31.8K
New
$19.83 - $29.03 $631K - $924K
31.8K $760K
PSTG
Pure Storage, Inc.

Technology
11.7K
New
$49.46 - $68.35 $576K - $796K
11.7K $748K
FEMB
First Tr ETF Emerging Markets

ETFs
26.9K
New
$26.98 - $28.5 $726K - $767K
26.9K $730K
WYNN
Wynn Resorts LTD

Consumer Cyclical
7.88K
New
$88.13 - $107.46 $694K - $846K
7.88K $704K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.1K
New
$109.73 - $121.69 $450K - $499K
4.1K $473K
KCE
Spdr S&P Capital Markets ETF

ETFs
4.26K
New
$104.34 - $113.53 $444K - $483K
4.26K $469K
FDLO
Fidelity Covington Tr Low Vola

ETFs
7.81K
New
$53.72 - $57.42 $420K - $448K
7.81K $445K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
14.6K
New
$26.12 - $27.15 $382K - $397K
14.6K $396K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.26K
New
$39.68 - $42.17 $367K - $390K
9.26K $383K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
9.43K
New
$38.51 - $41.63 $363K - $393K
9.43K $377K
SE
Sea LTD

Consumer Cyclical
5.28K
New
$52.72 - $76.28 $278K - $403K
5.28K $376K
WFG
West Fraser Timber Co., LTD

Basic Materials
4.79K
New
$76.56 - $86.27 $366K - $413K
4.79K $367K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
7.06K
New
$49.57 - $49.94 $350K - $353K
7.06K $352K
HPE
Hewlett Packard Enterprise CO

Technology
16.5K
New
$16.44 - $21.84 $272K - $361K
16.5K $349K
ISMD
Northern Lts Fd Tr Iv

ETFs
10K
New
$32.98 - $36.17 $331K - $363K
10K $347K
CGCP
Capital Group Core Plus Income

ETFs
15.6K
New
$21.83 - $22.48 $341K - $351K
15.6K $346K
MMSI
Merit Medical Systems Inc

Healthcare
3.93K
New
$70.99 - $85.95 $279K - $337K
3.93K $337K
COIN
Coinbase Global, Inc.

Technology
1.5K
New
$199.17 - $263.01 $299K - $394K
1.5K $333K
INSM
Insmed Inc

Healthcare
4.92K
New
$22.0 - $69.71 $108K - $343K
4.92K $329K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
12.4K
New
$25.36 - $25.52 $315K - $317K
12.4K $317K
UTHR
United Therapeutics Corp

Healthcare
960
New
$228.26 - $319.04 $219K - $306K
960 $305K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
10.9K
New
$26.43 - $27.84 $289K - $304K
10.9K $303K
GLDM
World Gold Trust

ETFs
6.43K
New
$44.52 - $48.11 $286K - $309K
6.43K $296K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.13K
New
$82.22 - $94.12 $257K - $294K
3.13K $289K
IYR
Ishares Tr

ETFs
3.19K
New
$81.6 - $89.23 $260K - $285K
3.19K $280K
CINF
Cincinnati Financial Corp

Financial Services
2.36K
New
$110.88 - $122.17 $261K - $288K
2.36K $278K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.38K
New
$112.21 - $134.92 $267K - $321K
2.38K $274K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
4.21K
New
$64.71 - $72.04 $273K - $304K
4.21K $273K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
7.11K
New
$37.21 - $38.52 $264K - $274K
7.11K $273K
PAPR
Innovator U.S. Equity Power Bu

ETFs
7.85K
New
$32.62 - $34.69 $256K - $272K
7.85K $272K
BRP
Brp Group, Inc.

Financial Services
7.59K
New
$0.0 - $35.52 $0 - $269K
7.59K $269K
UGI
Ugi Corp

Utilities
11.8K
New
$22.08 - $26.0 $260K - $306K
11.8K $269K
CCL
Carnival Corp

Consumer Cyclical
14.1K
New
$13.9 - $18.72 $196K - $264K
14.1K $263K
FSMD
Fidelity Covington Tr Small Mi

ETFs
6.98K
New
$36.08 - $38.91 $252K - $271K
6.98K $262K
STRL
Sterling Construction CO Inc

Industrials
2.15K
New
$96.56 - $135.55 $207K - $291K
2.15K $254K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
6.82K
New
$34.51 - $40.58 $235K - $277K
6.82K $254K
RPRX
Royalty Pharma PLC

Healthcare
9.62K
New
$26.26 - $29.9 $253K - $288K
9.62K $253K
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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