OPS
OVF icon

Orion Portfolio Solutions’s Overlay Shares Foreign Equity ETF OVF Stock Holding History

Orion Portfolio Solutions’s Portfolio OVF Stock Details OVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$248K Sell
10,040
-430
-4% -$10.7K ﹤0.01% 1715
2024
Q4 		$246K Buy
10,470
+180
+2% +$4.5K ﹤0.01% 1657
2024
Q3 		$272K Buy
+10,290
New +$259K ﹤0.01% 1561

Other funds holding OVF

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
BCI
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Overlay Shares Foreign Equity ETF (OVF) stake by 4.1% in Q1 2025, selling an estimated $10.7K and leaving 10,040 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Orion Portfolio Solutions first reported a position in OVF in Q3 2024 and has held it in 3 quarters since. The position peaked at $272K in Q3 2024. 7 funds tracked by Wall St. Rank hold OVF as of Q1 2025.

  • Orion Portfolio Solutions held 10,040 shares of Overlay Shares Foreign Equity ETF worth $248K as of Q1 2025.
  • Orion Portfolio Solutions sold 430 Overlay Shares Foreign Equity ETF shares in Q1 2025, an estimated $10.7K.
  • Overlay Shares Foreign Equity ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1715 holding.
  • Orion Portfolio Solutions first reported a position in Overlay Shares Foreign Equity ETF in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's Overlay Shares Foreign Equity ETF position peaked at $272K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Overlay Shares Foreign Equity ETF as of Q1 2025.

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