OPS
CLSA

Orion Portfolio Solutions’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Orion Portfolio Solutions’s Portfolio CLSA Stock Details CLSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-56,844
Closed -$1.04M – 1626
2022
Q4 		$1.04M Buy
56,844
+32,768
+136% +$615K 0.04% 298
2022
Q3 		$449K Buy
+24,076
New +$457K 0.02% 454
2022
Q2 		– Sell
-35,416
Closed -$814K – 752
2022
Q1 		$814K Sell
35,416
-23,135
-40% -$556K 0.03% 302
2021
Q4 		$1.59M Buy
58,551
+14,138
+32% +$373K 0.05% 204
2021
Q3 		$1.09M Buy
+44,413
New +$1.12M 0.04% 242

Other funds holding CLSA

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

Orion Portfolio Solutions's CLSA Position: Q1 2023 in Review

Orion Portfolio Solutions sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q1 2023, closing a stake of 56,844 shares — an estimated $1.04M sold.

Orion Portfolio Solutions first reported a position in CLSA in Q3 2021 and held it in 5 quarters. The position peaked at $1.59M in Q4 2021. 15 funds tracked by Wall St. Rank hold CLSA as of Q1 2023.

  • Orion Portfolio Solutions reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q1 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 56,844 Cabana Target Leading Sector Aggressive ETF shares in Q1 2023, an estimated $1.04M.
  • Orion Portfolio Solutions first reported a position in Cabana Target Leading Sector Aggressive ETF in Q3 2021 and held it in 5 quarters.
  • Orion Portfolio Solutions's Cabana Target Leading Sector Aggressive ETF position peaked at $1.59M in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q1 2023.

Based on Orion Portfolio Solutions's 13F filing for Q1 2023, filed 15 May 2023.