OPS
SNLN

Orion Portfolio Solutions’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Orion Portfolio Solutions’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-473
Closed -$7K – 2203
2020
Q2 		$7K Hold
473
– – ﹤0.01% 1367
2020
Q1 		$7K Hold
473
– – ﹤0.01% 1206
2019
Q4 		$8K Buy
+473
New +$8.23K ﹤0.01% 1116

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Orion Portfolio Solutions's SNLN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q3 2020, closing a stake of 473 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in SNLN in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 27 funds tracked by Wall St. Rank hold SNLN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Highland/iBoxx Senior Loan ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 473 Highland/iBoxx Senior Loan ETF shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Highland/iBoxx Senior Loan ETF position peaked at $8K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.