Orion Portfolio Solutions’s Overlay Shares Core Bond ETF OVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$279K	Sell	13,609 -4,893	-26%	-$100K	﹤0.01%	1658
2024 Q4	$374K	Buy	+18,502	New	+$386K	﹤0.01%	1453

Other funds holding OVB

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return