OPS
IBD icon

Orion Portfolio Solutions’s Inspire Corporate Bond ETF IBD Stock Holding History

Orion Portfolio Solutions’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-236
Closed -$6K – 1166
2020
Q2 		$6K Hold
236
– – ﹤0.01% 1394
2020
Q1 		$6K Buy
+236
New +$6K ﹤0.01% 1234

Other funds holding IBD

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Inspire Corporate Bond ETF (IBD) in Q3 2020, closing a stake of 236 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in IBD in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 34 funds tracked by Wall St. Rank hold IBD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Inspire Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 236 Inspire Corporate Bond ETF shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in Inspire Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Inspire Corporate Bond ETF position peaked at $6K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2020.

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