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 New York $2.83B AUM 21.76% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return