Orion Portfolio Solutions’s Global X Founder-Run Companies ETF BOSS Stock Holding History

Orion Portfolio Solutions’s Portfolio BOSS Stock Details BOSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-456	Closed	-$10K	–	2191
2020 Q2	$10K	Sell	456 -217	-32%	-$4.39K	﹤0.01%	1230
2020 Q1	$11K	Buy	+673	New	+$13.2K	﹤0.01%	1050

Other funds holding BOSS

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

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

Orion Portfolio Solutions's BOSS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Global X Founder-Run Companies ETF (BOSS) in Q3 2020, closing a stake of 456 shares — an estimated $10K sold.

Orion Portfolio Solutions first reported a position in BOSS in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2020. 3 funds tracked by Wall St. Rank hold BOSS as of Q3 2020.

Orion Portfolio Solutions reported no remaining Global X Founder-Run Companies ETF position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 456 Global X Founder-Run Companies ETF shares in Q3 2020, an estimated $10K.
Orion Portfolio Solutions first reported a position in Global X Founder-Run Companies ETF in Q1 2020 and held it in 2 quarters.
Orion Portfolio Solutions's Global X Founder-Run Companies ETF position peaked at $11K in Q1 2020.
3 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.