Envestnet Portfolio Solutions
SEPQ

Envestnet Portfolio Solutions’s STF Tactical Growth & Income ETF SEPQ Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SEPQ Stock Details SEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,282
Closed -$351K – 1642
2025
Q1 		$351K Buy
16,282
+3,375
+26% +$79.7K ﹤0.01% 1216
2024
Q4 		$309K Buy
+12,907
New +$309K ﹤0.01% 1493

Other funds holding SEPQ

QAM
Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions's SEPQ Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of STF Tactical Growth & Income ETF (SEPQ) in Q2 2025, closing a stake of 16,282 shares — an estimated $351K sold.

Envestnet Portfolio Solutions first reported a position in SEPQ in Q4 2024 and held it in 2 quarters. The position peaked at $351K in Q1 2025. 13 funds tracked by Wall St. Rank hold SEPQ as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining STF Tactical Growth & Income ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 16,282 STF Tactical Growth & Income ETF shares in Q2 2025, an estimated $351K.
  • Envestnet Portfolio Solutions first reported a position in STF Tactical Growth & Income ETF in Q4 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's STF Tactical Growth & Income ETF position peaked at $351K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held STF Tactical Growth & Income ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.