Orion Portfolio Solutions’s American Century Mid Cap Growth Impact ETF MID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$674K	Sell	11,896 -983	-8%	-$60.2K	0.01%	1267
2024 Q4	$777K	Buy	12,879 +1,627	+14%	+$101K	0.01%	1173
2024 Q3	$690K	Sell	11,252 -450	-4%	-$26K	0.01%	1210
2024 Q2	$667K	Sell	11,702 -2,853	-20%	-$161K	0.01%	1171
2024 Q1	$841K	Sell	14,555 -1,040	-7%	-$55.4K	0.01%	1059
2023 Q4	$770K	Buy	15,595 +5,306	+52%	+$243K	0.01%	1052
2023 Q3	$460K	Sell	10,289 -13,579	-57%	-$637K	0.01%	1230
2023 Q2	$1.13M	Buy	23,868 +11,873	+99%	+$533K	0.01%	900
2023 Q1	$546K	Buy	+11,995	New	+$531K	0.01%	1111

Other funds holding MID

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

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

Orion Portfolio Solutions's MID Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its American Century Mid Cap Growth Impact ETF (MID) stake by 7.6% in Q1 2025, selling an estimated $60.2K and leaving 11,896 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #1267.

Orion Portfolio Solutions first reported a position in MID in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.13M in Q2 2023. 17 funds tracked by Wall St. Rank hold MID as of Q1 2025.

Orion Portfolio Solutions held 11,896 shares of American Century Mid Cap Growth Impact ETF worth $674K as of Q1 2025.
Orion Portfolio Solutions sold 983 American Century Mid Cap Growth Impact ETF shares in Q1 2025, an estimated $60.2K.
American Century Mid Cap Growth Impact ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1267 holding.
Orion Portfolio Solutions first reported a position in American Century Mid Cap Growth Impact ETF in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's American Century Mid Cap Growth Impact ETF position peaked at $1.13M in Q2 2023.
17 funds tracked by Wall St. Rank held American Century Mid Cap Growth Impact ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.