Orion Portfolio Solutions’s Main BuyWrite ETF BUYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$214M	Buy	15,577,139 +731,314	+5%	+$10.2M	2.1%	3
2024 Q4	$207M	Buy	14,845,825 +1,000,260	+7%	+$14M	2.06%	3
2024 Q3	$193M	Buy	13,845,565 +614,754	+5%	+$8.49M	1.92%	4
2024 Q2	$182M	Buy	13,230,811 +996,759	+8%	+$13.6M	1.92%	4
2024 Q1	$167M	Buy	12,234,052 +1,445,357	+13%	+$19.6M	1.79%	4
2023 Q4	$146M	Buy	10,788,695 +2,512,454	+30%	+$33.6M	1.69%	4
2023 Q3	$110M	Buy	8,276,241 +1,186,564	+17%	+$16M	1.33%	6
2023 Q2	$95.7M	Buy	7,089,677 +1,390,243	+24%	+$18.6M	1.02%	13
2023 Q1	$75.5M	Buy	5,699,434 +836,467	+17%	+$11M	0.93%	10
2022 Q4	$61.7M	Buy	4,862,967 +691,082	+17%	+$8.58M	2.16%	5
2022 Q3	$48.8M	Buy	+4,171,885	New	+$50.7M	1.93%	7

Other funds holding BUYW

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Main BuyWrite ETF (BUYW) stake by 4.9% in Q1 2025, buying an estimated $10.2M and bringing the position to 15,577,139 shares worth $214M. The position accounts for 2.1% of the portfolio, ranked #3.

Orion Portfolio Solutions first reported a position in BUYW in Q3 2022 and has held it in 11 quarters since. 62 funds tracked by Wall St. Rank hold BUYW as of Q1 2025.

Orion Portfolio Solutions held 15,577,139 shares of Main BuyWrite ETF worth $214M as of Q1 2025.
Orion Portfolio Solutions bought 731,314 Main BuyWrite ETF shares in Q1 2025, an estimated $10.2M.
Main BuyWrite ETF made up 2.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #3 holding.
Orion Portfolio Solutions first reported a position in Main BuyWrite ETF in Q3 2022 and has held it in 11 quarters since.
62 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q1 2025.

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