Osaic Holdings’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

Osaic Holdings’s Portfolio BFIT Stock Details BFIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,300	Closed	-$48.2K	–	7524
2023 Q3	$48.2K	Hold	2,300	–	–	﹤0.01%	5029
2023 Q2	$52K	Sell	2,300 -288	-11%	-$6.52K	﹤0.01%	4916
2023 Q1	$60.1K	Sell	2,588 -55	-2%	-$1.24K	﹤0.01%	4827
2022 Q4	$55.5K	Buy	2,643 +2,600	+6,047%	+$51.6K	﹤0.01%	4851
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	7139
2022 Q2	$1K	Sell	43 -193	-82%	-$4.18K	﹤0.01%	7205
2022 Q1	$6K	Hold	236	–	–	﹤0.01%	6430
2021 Q4	$7K	Sell	236 -140	-37%	-$4.03K	﹤0.01%	6506
2021 Q3	$11K	Buy	376 +92	+32%	+$2.77K	﹤0.01%	6162
2021 Q2	$9K	Hold	284	–	–	﹤0.01%	6155
2021 Q1	$8K	Buy	284 +265	+1,395%	+$6.96K	﹤0.01%	5994
2020 Q4	$0	Buy	+19	New	+$453	﹤0.01%	6647

Other funds holding BFIT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Osaic Holdings's BFIT Position: Q4 2023 in Review

Osaic Holdings sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q4 2023, closing a stake of 2,300 shares — an estimated $48.2K sold.

Osaic Holdings first reported a position in BFIT in Q4 2020 and held it in 12 quarters. The position peaked at $60.1K in Q1 2023. 14 funds tracked by Wall St. Rank hold BFIT as of Q4 2023.

Osaic Holdings reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q4 2023 after selling out during the quarter.
Osaic Holdings sold 2,300 Global X Funds Global X Health & Wellness ETF shares in Q4 2023, an estimated $48.2K.
Osaic Holdings first reported a position in Global X Funds Global X Health & Wellness ETF in Q4 2020 and held it in 12 quarters.
Osaic Holdings's Global X Funds Global X Health & Wellness ETF position peaked at $60.1K in Q1 2023.
14 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q4 2023.

Based on Osaic Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.