OPS
FFTG

Orion Portfolio Solutions’s FormulaFolios Tactical Growth ETF FFTG Stock Holding History

Orion Portfolio Solutions’s Portfolio FFTG Stock Details FFTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-718
Closed -$19K – 2200
2020
Q2 		$19K Hold
718
– – ﹤0.01% 979
2020
Q1 		$16K Buy
+718
New +$18.9K ﹤0.01% 921

Other funds holding FFTG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of FormulaFolios Tactical Growth ETF (FFTG) in Q3 2020, closing a stake of 718 shares — an estimated $19K sold.

Orion Portfolio Solutions first reported a position in FFTG in Q1 2020 and held it in 2 quarters. The position peaked at $19K in Q2 2020. 10 funds tracked by Wall St. Rank hold FFTG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining FormulaFolios Tactical Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 718 FormulaFolios Tactical Growth ETF shares in Q3 2020, an estimated $19K.
  • Orion Portfolio Solutions first reported a position in FormulaFolios Tactical Growth ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's FormulaFolios Tactical Growth ETF position peaked at $19K in Q2 2020.
  • 10 funds tracked by Wall St. Rank held FormulaFolios Tactical Growth ETF as of Q3 2020.

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