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Orion Portfolio Solutions’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Orion Portfolio Solutions’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-320
Closed -$12K – 1523
2020
Q2 		$12K Buy
320
+117
+58% +$3.71K ﹤0.01% 1141
2020
Q1 		$5K Buy
+203
New +$5.49K ﹤0.01% 1311

Other funds holding OGIG

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q3 2020, closing a stake of 320 shares — an estimated $12K sold.

Orion Portfolio Solutions first reported a position in OGIG in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 61 funds tracked by Wall St. Rank hold OGIG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 320 ALPS O'Shares Global Internet Giants ETF shares in Q3 2020, an estimated $12K.
  • Orion Portfolio Solutions first reported a position in ALPS O'Shares Global Internet Giants ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's ALPS O'Shares Global Internet Giants ETF position peaked at $12K in Q2 2020.
  • 61 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q3 2020.

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