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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in INVESCO ACTIVELY MANAGED EXC

Envestnet Portfolio Solutions, Inc. holds 252,255 shares of GTO (INVESCO ACTIVELY MANAGED EXC), worth $11.8M as of 2026-Q2. The position was increased (+6.3% shares). GTO represents 0.1% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$11.8M

Current Shares

252,255

Total Value Change

+$3.4M

Total Shares Change

+78,401

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
252,255
+6.3%
$11.8M0.1%$46.68
30
2026-Q1
Decreased
237,368
-0.6%
$11.1M0.1%$46.11
0
2025-Q4
Increased
238,836
+11.9%
$11.3M0.0%$46.16
31
2025-Q3
Increased
213,345
+3.8%
$10.1M0.0%$45.69
29
2025-Q2
Decreased
205,582
-0.3%
$9.6M0.0%$44.52
0
2025-Q1
Increased
206,128
+2.5%
$9.7M0.0%$44.06
28
2024-Q4
Increased
201,179
+15.7%
$9.3M0.0%$43.07
32
2024-Q3
Increased
173,854
+8.8%
$8.4M0.0%$44.36
30

Other major holders of GTO: LPL Financial LLC, BANK OF AMERICA CORP /DE/

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