Orion Capital Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Orion Capital Management’s Portfolio IETC Stock Details IETC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-188	Closed	-$12K	–	416
2021 Q4	$12K	Hold	188	–	–	0.01%	293
2021 Q3	$10K	Hold	188	–	–	0.01%	296
2021 Q2	$10K	Hold	188	–	–	0.01%	264
2021 Q1	$9K	Hold	188	–	–	0.01%	256
2020 Q4	$9K	Buy	+188	New	+$8.42K	0.01%	253

Other funds holding IETC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Orion Capital Management's IETC Position: Q1 2022 in Review

Orion Capital Management sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2022, closing a stake of 188 shares — an estimated $12K sold.

Orion Capital Management first reported a position in IETC in Q4 2020 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 38 funds tracked by Wall St. Rank hold IETC as of Q1 2022.

Orion Capital Management reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2022 after selling out during the quarter.
Orion Capital Management sold 188 iShares US Tech Independence Focused ETF shares in Q1 2022, an estimated $12K.
Orion Capital Management first reported a position in iShares US Tech Independence Focused ETF in Q4 2020 and held it in 5 quarters.
Orion Capital Management's iShares US Tech Independence Focused ETF position peaked at $12K in Q4 2021.
38 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2022.

Based on Orion Capital Management's 13F filing for Q1 2022, filed 11 May 2022.