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Investment Managers Ser Tr I shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 6.2k 33.12

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)

View all positions for Orion Portfolio Solutions

Top funds holding Investment Managers Ser Tr I

IMPACTfolio
PFG Investments
WCG Wealth Advisors
Raymond James Financial Services Advisors
Colorado Capital Management
Commonwealth Equity Services
Private Advisor
Cambridge Investment Research Advisors
Advisor Group Holdings
Arjuna Capital
HighTower Advisors
Etfidea
Gts Securities
Citadel Advisors
Proequities

View all funds holding Investment Managers Ser Tr I