OPS
QVOY

Orion Portfolio Solutions’s Q3 All-Season Active Rotation ETF QVOY Stock Holding History

Orion Portfolio Solutions’s Portfolio QVOY Stock Details QVOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$238K Buy
9,776
+346
+4% +$8.71K ﹤0.01% 1733
2024
Q4 		$238K Sell
9,430
-4,370
-32% -$124K ﹤0.01% 1672
2024
Q3 		$388K Buy
13,800
+639
+5% +$17.6K ﹤0.01% 1425
2024
Q2 		$364K Buy
13,161
+418
+3% +$11.7K ﹤0.01% 1392
2024
Q1 		$375K Buy
+12,743
New +$355K ﹤0.01% 1384
2023
Q4 		– Sell
-7,679
Closed -$209K – 1735
2023
Q3 		$209K Sell
7,679
-150
-2% -$4.19K ﹤0.01% 1538
2023
Q2 		$217K Buy
+7,829
New +$202K ﹤0.01% 1531

Other funds holding QVOY

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Q3 All-Season Active Rotation ETF (QVOY) stake by 3.7% in Q1 2025, buying an estimated $8.71K and bringing the position to 9,776 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Orion Portfolio Solutions first reported a position in QVOY in Q2 2023 and has held it in 7 quarters since. The position peaked at $388K in Q3 2024. 14 funds tracked by Wall St. Rank hold QVOY as of Q1 2025.

  • Orion Portfolio Solutions held 9,776 shares of Q3 All-Season Active Rotation ETF worth $238K as of Q1 2025.
  • Orion Portfolio Solutions bought 346 Q3 All-Season Active Rotation ETF shares in Q1 2025, an estimated $8.71K.
  • Q3 All-Season Active Rotation ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1733 holding.
  • Orion Portfolio Solutions first reported a position in Q3 All-Season Active Rotation ETF in Q2 2023 and has held it in 7 quarters since.
  • Orion Portfolio Solutions's Q3 All-Season Active Rotation ETF position peaked at $388K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Q3 All-Season Active Rotation ETF as of Q1 2025.

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