Back to Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc.

BALIBALI
7 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in BLACKROCK ETF TRUST

Envestnet Portfolio Solutions, Inc. holds 568,583 shares of BALI (BLACKROCK ETF TRUST), worth $19.2M as of 2026-Q2. The position was increased (+109.2% shares). BALI represents 0.1% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$19.2M

Current Shares

568,583

Total Value Change

+$16.5M

Total Shares Change

+478,735

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
568,583
+109.2%
$19.2M0.1%$33.38
46
2026-Q1
Increased
271,831
+22.3%
$8.4M0.0%$29.67
33
2025-Q4
Increased
222,268
+16.6%
$7M0.0%$30.15
32
2025-Q3
Increased
190,571
+9.3%
$6M0.0%$29.41
30
2025-Q2
Increased
174,325
+83.4%
$5.2M0.0%$27.36
42
2025-Q1
Increased
95,047
+5.8%
$2.7M0.0%$25.37
28
2024-Q4
New
89,848
-
$2.7M0.0%$26.33
36

Other major holders of BALI: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, FMR LLC, AMERIPRISE FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used