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Orion Portfolio Solutions’s VanEck Energy Income ETF EINC Stock Holding History

Orion Portfolio Solutions’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,055
Closed -$220K – 708
2021
Q3 		$220K Hold
4,055
– – 0.01% 606
2021
Q2 		$227K Buy
+4,055
New +$217K 0.01% 557

Other funds holding EINC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's EINC Position: Q4 2021 in Review

Orion Portfolio Solutions sold out of VanEck Energy Income ETF (EINC) in Q4 2021, closing a stake of 4,055 shares — an estimated $220K sold.

Orion Portfolio Solutions first reported a position in EINC in Q2 2021 and held it in 2 quarters. The position peaked at $227K in Q2 2021. 15 funds tracked by Wall St. Rank hold EINC as of Q4 2021.

  • Orion Portfolio Solutions reported no remaining VanEck Energy Income ETF position as of Q4 2021 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,055 VanEck Energy Income ETF shares in Q4 2021, an estimated $220K.
  • Orion Portfolio Solutions first reported a position in VanEck Energy Income ETF in Q2 2021 and held it in 2 quarters.
  • Orion Portfolio Solutions's VanEck Energy Income ETF position peaked at $227K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q4 2021.

Based on Orion Portfolio Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.