Osaic Holdings
EASY

Osaic Holdings’s Liberty One Defensive Dividend Growth ETF EASY Stock Holding History

Osaic Holdings’s Portfolio EASY Stock Details EASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Buy
9,026
+3,576
+66% +$95K ﹤0.01% 4271
2026
Q1 		$145K Buy
+5,450
New +$146K ﹤0.01% 4413

Other funds holding EASY

LOIM
Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings's EASY Position: Q2 2026 in Review

Osaic Holdings increased its Liberty One Defensive Dividend Growth ETF (EASY) stake by 66% in Q2 2026, buying an estimated $95K and bringing the position to 9,026 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #4271.

Osaic Holdings first reported a position in EASY in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold EASY as of Q2 2026.

  • Osaic Holdings held 9,026 shares of Liberty One Defensive Dividend Growth ETF worth $240K as of Q2 2026.
  • Osaic Holdings bought 3,576 Liberty One Defensive Dividend Growth ETF shares in Q2 2026, an estimated $95K.
  • Liberty One Defensive Dividend Growth ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4271 holding.
  • Osaic Holdings first reported a position in Liberty One Defensive Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Liberty One Defensive Dividend Growth ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.