Orion Portfolio Solutions
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Orion Portfolio Solutions’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Orion Portfolio Solutions’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,824
Closed -$485K – 1568
2022
Q4 		$485K Sell
10,824
-573
-5% -$25.5K 0.02% 505
2022
Q3 		$499K Buy
+11,397
New +$530K 0.02% 420

Other funds holding FCOR

Family Asset Management
Family Asset Management Charleston, South Carolina $166M AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Calton & Associates
Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hoxton Planning & Management
Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return
Millington Financial Advisors
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Fidelity Corporate Bond ETF (FCOR) in Q1 2023, closing a stake of 10,824 shares — an estimated $485K sold.

Orion Portfolio Solutions first reported a position in FCOR in Q3 2022 and held it in 2 quarters. The position peaked at $499K in Q3 2022. 42 funds tracked by Wall St. Rank hold FCOR as of Q1 2023.

  • Orion Portfolio Solutions reported no remaining Fidelity Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 10,824 Fidelity Corporate Bond ETF shares in Q1 2023, an estimated $485K.
  • Orion Portfolio Solutions first reported a position in Fidelity Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Orion Portfolio Solutions's Fidelity Corporate Bond ETF position peaked at $499K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2023.

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