Orion Portfolio Solutions’s Global X Guru Index ETF GURU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-108	Closed	-$4K	–	1086
2020 Q2	$4K	Buy	+108	New	+$3.47K	﹤0.01%	1551
2020 Q1	–	Sell	-108	Closed	-$4K	–	2056
2019 Q4	$4K	Buy	+108	New	+$3.74K	﹤0.01%	1310

Other funds holding GURU

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Global X Guru Index ETF (GURU) in Q3 2020, closing a stake of 108 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in GURU in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 14 funds tracked by Wall St. Rank hold GURU as of Q3 2020.

Orion Portfolio Solutions reported no remaining Global X Guru Index ETF position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 108 Global X Guru Index ETF shares in Q3 2020, an estimated $4K.
Orion Portfolio Solutions first reported a position in Global X Guru Index ETF in Q4 2019 and held it in 2 quarters.
Orion Portfolio Solutions's Global X Guru Index ETF position peaked at $4K in Q2 2020.
14 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2020.

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