Orion Portfolio Solutions’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.93M	Hold	55,000	–	–	0.02%	730
2024 Q4	$1.8M	Hold	55,000	–	–	0.02%	756
2024 Q3	$1.97M	Hold	55,000	–	–	0.02%	697
2024 Q2	$1.94M	Hold	55,000	–	–	0.02%	652
2024 Q1	$1.86M	Hold	55,000	–	–	0.02%	687
2023 Q4	$1.76M	Buy	55,000 +37,500	+214%	+$1.13M	0.02%	702
2023 Q3	$495K	Hold	17,500	–	–	0.01%	1206
2023 Q2	$549K	Hold	17,500	–	–	0.01%	1181
2023 Q1	$514K	Buy	+17,500	New	+$513K	0.01%	1132
2022 Q2	–	Sell	-6,115	Closed	-$209K	–	701
2022 Q1	$209K	Buy	+6,115	New	+$204K	0.01%	672

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

CFC

Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YWM

Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return

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

Orion Portfolio Solutions held its Freedom 100 Emerging Markets ETF (FRDM) position steady in Q1 2025 at 55,000 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #730.

Orion Portfolio Solutions first reported a position in FRDM in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.97M in Q3 2024. 144 funds tracked by Wall St. Rank hold FRDM as of Q1 2025.

Orion Portfolio Solutions held 55,000 shares of Freedom 100 Emerging Markets ETF worth $1.93M as of Q1 2025.
Orion Portfolio Solutions left its Freedom 100 Emerging Markets ETF share count unchanged in Q1 2025.
Freedom 100 Emerging Markets ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #730 holding.
Orion Portfolio Solutions first reported a position in Freedom 100 Emerging Markets ETF in Q1 2022 and has held it in 10 quarters since.
Orion Portfolio Solutions's Freedom 100 Emerging Markets ETF position peaked at $1.97M in Q3 2024.
144 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2025.

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