Orion Portfolio Solutions
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Orion Portfolio Solutions’s Virtus Reaves Utilities ETF UTES Stock Holding History

Orion Portfolio Solutions’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-116
Closed -$4K – 1969
2020
Q2 		$4K Sell
116
-55
-32% -$1.99K ﹤0.01% 1591
2020
Q1 		$6K Buy
+171
New +$6.87K ﹤0.01% 1253

Other funds holding UTES

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Simplicity Solutions
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Concourse Financial Group Securities
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Virtus Reaves Utilities ETF (UTES) in Q3 2020, closing a stake of 116 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in UTES in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 11 funds tracked by Wall St. Rank hold UTES as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Virtus Reaves Utilities ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 116 Virtus Reaves Utilities ETF shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Virtus Reaves Utilities ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Virtus Reaves Utilities ETF position peaked at $6K in Q1 2020.
  • 11 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2020.

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