OPS
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Orion Portfolio Solutions’s Renaissance IPO ETF IPO Stock Holding History

Orion Portfolio Solutions’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,797
Closed -$73K – 1227
2020
Q2 		$73K Buy
+1,797
New +$60.8K ﹤0.01% 612

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Osaic Holdings
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SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Renaissance IPO ETF (IPO) in Q3 2020, closing a stake of 1,797 shares — an estimated $73K sold.

Orion Portfolio Solutions first reported a position in IPO in Q2 2020 and held it in 1 quarter. The position peaked at $73K in Q2 2020. 57 funds tracked by Wall St. Rank hold IPO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Renaissance IPO ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,797 Renaissance IPO ETF shares in Q3 2020, an estimated $73K.
  • Orion Portfolio Solutions first reported a position in Renaissance IPO ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Renaissance IPO ETF position peaked at $73K in Q2 2020.
  • 57 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2020.

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