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Secured Retirement Advisors’s Orion OEC Stock Holding History

Secured Retirement Advisors’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$344K Sell
51,818
-634
-1% -$4.56K 0.18% 121
2026
Q1 		$341K Sell
52,452
-345
-0.7% -$2.04K 0.19% 117
2025
Q4 		$279K Sell
52,797
-5,435
-9% -$29.5K 0.16% 112
2025
Q3 		$441K Sell
58,232
-18,908
-25% -$191K 0.25% 100
2025
Q2 		$809K Buy
77,140
+760
+1% +$8.59K 0.48% 82
2025
Q1 		$988K Sell
76,380
-354
-0.5% -$5K 0.64% 65
2024
Q4 		$1.21M Buy
+76,734
New +$1.3M 0.69% 62

Other funds holding OEC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Secured Retirement Advisors's OEC Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Orion (OEC) stake by 1.2% in Q2 2026, selling an estimated $4.56K and leaving 51,818 shares worth $344K. The position accounts for 0.18% of the portfolio, ranked #121.

Secured Retirement Advisors first reported a position in OEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2024. 20 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Secured Retirement Advisors held 51,818 shares of Orion worth $344K as of Q2 2026.
  • Secured Retirement Advisors sold 634 Orion shares in Q2 2026, an estimated $4.56K.
  • Orion made up 0.18% of Secured Retirement Advisors's portfolio in Q2 2026, its #121 holding.
  • Secured Retirement Advisors first reported a position in Orion in Q4 2024 and has held it in 7 quarters since.
  • Secured Retirement Advisors's Orion position peaked at $1.21M in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.