Envestnet Asset Management »

Etf Ser Solutions shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Etf Ser Solutions (UPSD) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Etf Ser Solutions

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etf Ser Solutions by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 526k 26.67
2025-06-30 $13M 521k 24.72
2025-03-31 $8.9M 386k 23.16
2024-12-31 $7.1M 297k 23.90

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding Etf Ser Solutions

Aptus Capital Advisors
Envestnet Asset Management
Park Place Capital Corp
Waterloo Capital
Signal Advisors Wealth
Uniting Wealth Partners
Financial Guidance Group
Maripau Wealth Management
Renasant Bank
Silver Oak Securities
Cushing Capital Partners
MBE Wealth Management
Second Line Capital
Lord & Richards Wealth Management
Jane Street

View all funds holding Etf Ser Solutions