Orion Portfolio Solutions
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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
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Sandy Spring Bank
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Overlay Shares Core Bond ETF (OVB) stake by 26% in Q1 2025, selling an estimated $100K and leaving 13,609 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Orion Portfolio Solutions first reported a position in OVB in Q4 2024 and has held it in 2 quarters since. The position peaked at $374K in Q4 2024. 13 funds tracked by Wall St. Rank hold OVB as of Q1 2025.

  • Orion Portfolio Solutions held 13,609 shares of Overlay Shares Core Bond ETF worth $279K as of Q1 2025.
  • Orion Portfolio Solutions sold 4,893 Overlay Shares Core Bond ETF shares in Q1 2025, an estimated $100K.
  • Overlay Shares Core Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1658 holding.
  • Orion Portfolio Solutions first reported a position in Overlay Shares Core Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's Overlay Shares Core Bond ETF position peaked at $374K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q1 2025.

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