Orion Portfolio Solutions, LLC Inv Act Mgd Ex Trd Fd Tr Transaction History

Orion Portfolio Solutions, LLC

$9.27 Billion
Q1 2025

A detailed history of Orion Portfolio Solutions, LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 19,222 shares of IHYF stock, worth $425,190. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,222

Holding current value

$425,190

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	N/A	19,222 New	19,222 $425,000

Others Institutions Holding IHYF

# of Institutions

Shares Held

2.27M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

1.44M
Shares

$31.8 Million
0.01% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

562K
Shares

$12.4 Million
6.77% of portfolio
Lpl Financial LLC Fort Mill, SC

90.9K
Shares

$2.01 Million
0.0% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

49.9K
Shares

$1.1 Million
0.03% of portfolio
Avestar Capital, LLC

45.4K
Shares

$1 Million
0.09% of portfolio

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About INV ACT MGD EX-TRD FD TR

Ticker IHYF
Sector ETFs
Industry ETFs

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Orion Portfolio Solutions, LLC Inv Act Mgd Ex Trd Fd Tr Transaction History