Orion Portfolio Solutions
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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 		$9.9M Buy
+279,470
New +$9.49M 0.1% 204

Other funds holding AMID

Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Vista Finance
Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return
Tandem Wealth Advisors
Tandem Wealth Advisors Phoenix, Arizona $251M AUM 17.91% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 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 $9.9M 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 $9.9M 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.