OPS
IRBA

Orion Portfolio Solutions’s iMGP RBA Responsible Global Allocation ETF IRBA Stock Holding History

Orion Portfolio Solutions’s Portfolio IRBA Stock Details IRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-56,056
Closed -$525K – 1763
2023
Q4 		$525K Sell
56,056
-10,563
-16% -$95K 0.01% 1189
2023
Q3 		$588K Sell
66,619
-4,694
-7% -$43.1K 0.01% 1148
2023
Q2 		$659K Sell
71,313
-5,075
-7% -$46.6K 0.01% 1109
2023
Q1 		$698K Sell
76,388
-3,961
-5% -$36K 0.01% 1019
2022
Q4 		$713K Sell
80,349
-1,694
-2% -$14.9K 0.03% 392
2022
Q3 		$682K Sell
82,043
-165
-0.2% -$1.48K 0.03% 334
2022
Q2 		$731K Buy
+82,208
New +$771K 0.03% 312

Other funds holding IRBA

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's IRBA Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of iMGP RBA Responsible Global Allocation ETF (IRBA) in Q1 2024, closing a stake of 56,056 shares — an estimated $525K sold.

Orion Portfolio Solutions first reported a position in IRBA in Q2 2022 and held it in 7 quarters. The position peaked at $731K in Q2 2022. 6 funds tracked by Wall St. Rank hold IRBA as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining iMGP RBA Responsible Global Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 56,056 iMGP RBA Responsible Global Allocation ETF shares in Q1 2024, an estimated $525K.
  • Orion Portfolio Solutions first reported a position in iMGP RBA Responsible Global Allocation ETF in Q2 2022 and held it in 7 quarters.
  • Orion Portfolio Solutions's iMGP RBA Responsible Global Allocation ETF position peaked at $731K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held iMGP RBA Responsible Global Allocation ETF as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.