IA
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IFP Advisors’s Orion OEC Stock Holding History

IFP Advisors’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.23K Buy
789
+654
+484% +$4.7K ﹤0.01% 3766
2026
Q1 		$878 Buy
135
+43
+47% +$254 ﹤0.01% 4256
2025
Q4 		$486 Sell
92
-48
-34% -$260 ﹤0.01% 4290
2025
Q3 		$1.06K Sell
140
-158
-53% -$1.6K ﹤0.01% 3941
2025
Q2 		$3.13K Buy
298
+180
+153% +$2.04K ﹤0.01% 3675
2025
Q1 		$1.71K Buy
+118
New +$1.67K ﹤0.01% 3189
2024
Q4 		– Hold
0
– – – 3995
2018
Q4 		– Sell
-400
Closed -$13K – 3768
2018
Q3 		$13K Buy
400
+200
+100% +$6.63K ﹤0.01% 2704
2018
Q2 		$6K Hold
200
– – ﹤0.01% 3175
2018
Q1 		$5K Hold
200
– – ﹤0.01% 3184
2017
Q4 		$5K Hold
200
– – ﹤0.01% 3231
2017
Q3 		$4K Buy
+200
New +$4.29K ﹤0.01% 3525
2017
Q1 		– Sell
-300
Closed -$6K – 4084
2016
Q4 		$6K Hold
300
– – ﹤0.01% 3199
2016
Q3 		$6K Hold
300
– – ﹤0.01% 3141
2016
Q2 		$5K Buy
+300
New +$4.5K ﹤0.01% 3157
2016
Q1 		– Sell
-408
Closed -$5K – 3077
2015
Q4 		$5K Buy
+408
New +$5.37K ﹤0.01% 2976

Other funds holding OEC

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IFP Advisors's OEC Position: Q2 2026 in Review

IFP Advisors increased its Orion (OEC) stake by 484% in Q2 2026, buying an estimated $4.7K and bringing the position to 789 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3766.

IFP Advisors first reported a position in OEC in Q4 2015 and has held it in 15 quarters since. The position peaked at $13K in Q3 2018. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • IFP Advisors held 789 shares of Orion worth $5.23K as of Q2 2026.
  • IFP Advisors bought 654 Orion shares in Q2 2026, an estimated $4.7K.
  • Orion made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3766 holding.
  • IFP Advisors first reported a position in Orion in Q4 2015 and has held it in 15 quarters since.
  • IFP Advisors's Orion position peaked at $13K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.