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Orion Portfolio Solutions’s Argent Mid Cap ETF AMID Stock Holding History

Orion Portfolio Solutions’s Portfolio AMID Stock Details AMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$8.06M Sell
256,014
-7,225
-3% -$243K 0.08% 244
2024
Q4 		$8.98M Sell
263,239
-16,231
-6% -$582K 0.09% 213
2024
Q3 		$9.88M Buy
+279,470
New +$9.49M 0.1% 204

Other funds holding AMID

MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
TWA
Tandem Wealth Advisors Phoenix, Arizona $224M AUM 12.83% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return

Orion Portfolio Solutions's AMID Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Argent Mid Cap ETF (AMID) stake by 2.7% in Q1 2025, selling an estimated $243K and leaving 256,014 shares worth $8.06M. The position accounts for 0.08% of the portfolio, ranked #244.

Orion Portfolio Solutions first reported a position in AMID in Q3 2024 and has held it in 3 quarters since. The position peaked at $9.88M in Q3 2024. 16 funds tracked by Wall St. Rank hold AMID as of Q1 2025.

  • Orion Portfolio Solutions held 256,014 shares of Argent Mid Cap ETF worth $8.06M as of Q1 2025.
  • Orion Portfolio Solutions sold 7,225 Argent Mid Cap ETF shares in Q1 2025, an estimated $243K.
  • Argent Mid Cap ETF made up 0.08% of Orion Portfolio Solutions's portfolio in Q1 2025, its #244 holding.
  • Orion Portfolio Solutions first reported a position in Argent Mid Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's Argent Mid Cap ETF position peaked at $9.88M in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Argent Mid Cap ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.