Orion Portfolio Solutions’s Volshares Large Cap ETF VSL Stock Holding History

Orion Portfolio Solutions’s Portfolio VSL Stock Details VSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-150	Closed	-$5K	–	2265
2020 Q2	$5K	Sell	150 -71	-32%	-$2.06K	﹤0.01%	1510
2020 Q1	$5K	Buy	+221	New	+$6.32K	﹤0.01%	1334

Other funds holding VSL

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Orion Portfolio Solutions sold out of Volshares Large Cap ETF (VSL) in Q3 2020, closing a stake of 150 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in VSL in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 4 funds tracked by Wall St. Rank hold VSL as of Q3 2020.

Orion Portfolio Solutions reported no remaining Volshares Large Cap ETF position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 150 Volshares Large Cap ETF shares in Q3 2020, an estimated $5K.
Orion Portfolio Solutions first reported a position in Volshares Large Cap ETF in Q1 2020 and held it in 2 quarters.
Orion Portfolio Solutions's Volshares Large Cap ETF position peaked at $5K in Q2 2020.
4 funds tracked by Wall St. Rank held Volshares Large Cap ETF as of Q3 2020.

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