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Orion Portfolio Solutions’s American Century Multisector Income ETF MUSI Stock Holding History

Orion Portfolio Solutions’s Portfolio MUSI Stock Details MUSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$27.8M Sell
634,557
-33,108
-5% -$1.44M 0.27% 68
2024
Q4 		$28.8M Sell
667,665
-6,698
-1% -$293K 0.29% 58
2024
Q3 		$30.1M Sell
674,363
-38,492
-5% -$1.69M 0.3% 57
2024
Q2 		$30.7M Sell
712,855
-25,698
-3% -$1.1M 0.32% 52
2024
Q1 		$32.1M Sell
738,553
-117,515
-14% -$5.09M 0.34% 46
2023
Q4 		$37.2M Buy
856,068
+392,210
+85% +$16.5M 0.43% 38
2023
Q3 		$19.4M Sell
463,858
-385,950
-45% -$16.4M 0.23% 89
2023
Q2 		$36.4M Buy
849,808
+408,169
+92% +$17.7M 0.39% 38
2023
Q1 		$19.3M Buy
441,639
+427,654
+3,058% +$18.6M 0.24% 81
2022
Q4 		$598K Buy
13,985
+1,757
+14% +$74.9K 0.02% 447
2022
Q3 		$519K Sell
12,228
-740
-6% -$32.5K 0.02% 413
2022
Q2 		$570K Buy
12,968
+1,318
+11% +$59.6K 0.02% 367
2022
Q1 		$543K Buy
11,650
+3,634
+45% +$174K 0.02% 398
2021
Q4 		$397K Sell
8,016
-2,471
-24% -$123K 0.01% 489
2021
Q3 		$526K Buy
+10,487
New +$526K 0.02% 380

Other funds holding MUSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $303M AUM 23.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its American Century Multisector Income ETF (MUSI) stake by 5% in Q1 2025, selling an estimated $1.44M and leaving 634,557 shares worth $27.8M. The position accounts for 0.27% of the portfolio, ranked #68.

Orion Portfolio Solutions first reported a position in MUSI in Q3 2021 and has held it in 15 quarters since. The position peaked at $37.2M in Q4 2023. 28 funds tracked by Wall St. Rank hold MUSI as of Q1 2025.

  • Orion Portfolio Solutions held 634,557 shares of American Century Multisector Income ETF worth $27.8M as of Q1 2025.
  • Orion Portfolio Solutions sold 33,108 American Century Multisector Income ETF shares in Q1 2025, an estimated $1.44M.
  • American Century Multisector Income ETF made up 0.27% of Orion Portfolio Solutions's portfolio in Q1 2025, its #68 holding.
  • Orion Portfolio Solutions first reported a position in American Century Multisector Income ETF in Q3 2021 and has held it in 15 quarters since.
  • Orion Portfolio Solutions's American Century Multisector Income ETF position peaked at $37.2M in Q4 2023.
  • 28 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q1 2025.

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