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TOPTTOPT
4 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR

Envestnet Portfolio Solutions, Inc. holds 18,417 shares of TOPT (ISHARES TR), worth $606,288 as of 2026-Q2. The position was increased (+72.3% shares). TOPT represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$606,288

Current Shares

18,417

Total Value Change

-$196,455

Total Shares Change

-7,937

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18,417
+72.3%
$606,2880.0%$32.92
36
2026-Q1
Decreased
10,686
-60.3%
$305,8330.0%$29.98
0
2025-Q4
Increased
26,887
+2.0%
$839,6810.0%$31.44
25
2025-Q3
New
26,354
-
$802,7430.0%$30.23
34

Other major holders of TOPT: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, VICTORY CAPITAL MANAGEMENT INC

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