Orion Portfolio Solutions, LLC New Holdings in Q4 2024

Orion Portfolio Solutions, LLC

  • $9.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
174K
New
$67.57 - $76.22 $11.8M - $13.3M
174K $12.1M
USMC
Principal ETF U S Mega Cap

ETFs
145K
New
$56.37 - $61.98 $8.2M - $9.01M
145K $8.73M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
143K
New
$22.72 - $23.0 $3.25M - $3.29M
143K $3.27M
PGF
Invesco Exchange Traded Fd Tr

ETFs
185K
New
$14.4 - $15.83 $2.66M - $2.93M
185K $2.69M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
104K
New
$23.25 - $23.37 $2.43M - $2.44M
104K $2.43M
BCS
Barclays PLC

Financial Services
171K
New
$11.65 - $13.67 $2M - $2.34M
171K $2.28M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
90.4K
New
N/A
90.4K $2.15M
FSV
First Service Corp

Real Estate
11.7K
New
$176.17 - $197.05 $2.06M - $2.3M
11.7K $2.12M
RGA
Reinsurance Group Of America Inc

Financial Services
9.51K
New
$201.26 - $231.95 $1.91M - $2.21M
9.51K $2.03M
JBBB
Janus Detroit Str Tr Henderson

ETFs
41.3K
New
$48.59 - $49.45 $2.01M - $2.04M
41.3K $2.03M
SEIC
Sei Investments CO

Financial Services
14K
New
$69.36 - $86.58 $972K - $1.21M
14K $1.16M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
46.5K
New
$23.88 - $24.32 $1.11M - $1.13M
46.5K $1.12M
DOCU
Docusign, Inc.

Technology
11.9K
New
$61.42 - $106.99 $733K - $1.28M
11.9K $1.07M
MAN
Manpower Group Inc.

Industrials
18.3K
New
$56.82 - $74.28 $1.04M - $1.36M
18.3K $1.06M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
42.1K
New
$22.1 - $22.59 $930K - $950K
42.1K $933K
KNTK
Kinetik Holdings Inc.

Energy
16.2K
New
$45.65 - $61.95 $738K - $1M
16.2K $923K
IBHE
Ishares Ibonds 2025 Term High

ETFs
36.4K
New
$23.08 - $23.28 $840K - $848K
36.4K $844K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
26.3K
New
$28.23 - $35.28 $742K - $928K
26.3K $836K
SSO
Proshares Ultra S&P 500

ETFs
9.05K
New
$87.92 - $99.73 $795K - $902K
9.05K $836K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
13K
New
$60.51 - $65.57 $786K - $852K
13K $790K
RLY
Ssga Active ETF Tr

ETFs
27.4K
New
$26.85 - $29.18 $735K - $799K
27.4K $739K
IART
Integra Lifesciences Holdings Corp

Healthcare
32.1K
New
$16.95 - $26.7 $544K - $857K
32.1K $728K
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
21K
New
$33.52 - $35.17 $702K - $737K
21K $715K
BILL
Bill.Com Holdings, Inc.

Technology
7.77K
New
$51.23 - $97.41 $398K - $756K
7.77K $657K
IGV
Ishares Expanded Tech Software

ETFs
6.02K
New
$87.5 - $110.17 $527K - $663K
6.02K $602K
STNG
Scorpio Tankers Inc.

Energy
11.2K
New
$47.15 - $74.31 $530K - $836K
11.2K $558K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
12.4K
New
$42.25 - $43.54 $523K - $539K
12.4K $531K
PRCT
Procept Bio Robotics Corp

Healthcare
6.59K
New
$67.27 - $99.45 $443K - $655K
6.59K $530K
AMN
Amn Healthcare Services Inc

Healthcare
21.1K
New
$22.94 - $42.42 $484K - $895K
21.1K $504K
GBDC
Golub Capital Bdc, Inc.

Financial Services
32.7K
New
$14.69 - $15.67 $480K - $512K
32.7K $495K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.28K
New
$74.68 - $81.45 $469K - $512K
6.28K $469K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.84K
New
$118.0 - $127.04 $453K - $488K
3.84K $466K
AOM
Ishares Tr Core Moderate Alloc

ETFs
10.6K
New
$43.44 - $45.05 $462K - $479K
10.6K $461K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
11.5K
New
$37.86 - $39.07 $435K - $449K
11.5K $436K
FPFD
Fidelity Covington Tr Preferre
20K
New
$21.5 - $22.41 $430K - $448K
20K $430K
CG
Carlyle Group Inc.

Financial Services
8.42K
New
$43.2 - $54.81 $364K - $461K
8.42K $424K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.38K
New
$121.89 - $135.52 $412K - $458K
3.38K $422K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
35.7K
New
$10.71 - $11.38 $382K - $406K
35.7K $393K
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
21K
New
$17.11 - $20.73 $359K - $435K
21K $392K
TPG
Tpg Inc.

Financial Services
6.14K
New
$58.29 - $71.51 $358K - $439K
6.14K $385K
KTF
Dws Municipal Income Trust

Financial Services
39.7K
New
$9.43 - $10.2 $375K - $405K
39.7K $375K
CGCP
Capital Group Core Plus Income

ETFs
16.9K
New
$22.13 - $23.17 $373K - $391K
16.9K $374K
NSP
Insperity, Inc.

Industrials
4.8K
New
$72.51 - $88.91 $348K - $427K
4.8K $371K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
8.14K
New
$42.89 - $48.05 $349K - $391K
8.14K $366K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.14K
New
$159.11 - $178.39 $341K - $382K
2.14K $352K
SVOL
Simplify ETF Simplify Volatili

ETFs
16.4K
New
$20.4 - $21.93 $335K - $360K
16.4K $341K
ITM
Vaneck Intermediate Muni ETF

ETFs
7.4K
New
$45.56 - $46.97 $337K - $347K
7.4K $341K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
32.5K
New
$10.26 - $10.82 $333K - $351K
32.5K $336K
KT
Kt Corp

Communication Services
21.3K
New
$14.79 - $18.29 $315K - $389K
21.3K $330K
Activity Summary
Buys All Purchases 938 New Holdings 158 Increased Positions 780 Sells All Sells 866 Reductions 866 Sold out 0 Options Calls 0 Puts 0
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