Orion Portfolio Solutions
FXED icon

Orion Portfolio Solutions’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

Orion Portfolio Solutions’s Portfolio FXED Stock Details FXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-60,339
Closed -$1.16M – 1856
2024
Q3 		$1.16M Buy
+60,339
New +$1.13M 0.01% 970

Other funds holding FXED

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Delta Asset Management
Delta Asset Management Memphis, Tennessee $1.16B AUM 11.51% 1-Year Est. Return

Orion Portfolio Solutions's FXED Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Sound Enhanced Fixed Income ETF (FXED) in Q4 2024, closing a stake of 60,339 shares — an estimated $1.16M sold.

Orion Portfolio Solutions first reported a position in FXED in Q3 2024 and held it in 1 quarter. The position peaked at $1.16M in Q3 2024. 12 funds tracked by Wall St. Rank hold FXED as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Sound Enhanced Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 60,339 Sound Enhanced Fixed Income ETF shares in Q4 2024, an estimated $1.16M.
  • Orion Portfolio Solutions first reported a position in Sound Enhanced Fixed Income ETF in Q3 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Sound Enhanced Fixed Income ETF position peaked at $1.16M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.