Osaic Holdings
FBUF icon

Osaic Holdings’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

Osaic Holdings’s Portfolio FBUF Stock Details FBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.14K Buy
204
+59
+41% +$1.82K ﹤0.01% 6579
2025
Q4 		$4.5K Hold
145
– – ﹤0.01% 6769
2025
Q3 		$4.36K Hold
145
– – ﹤0.01% 6827
2025
Q2 		$4.08K Buy
+145
New +$3.87K ﹤0.01% 6651

Other funds holding FBUF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GTAM
Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Osaic Holdings's FBUF Position: Q1 2026 in Review

Osaic Holdings increased its Fidelity Dynamic Buffered Equity ETF (FBUF) stake by 41% in Q1 2026, buying an estimated $1.82K and bringing the position to 204 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #6579.

Osaic Holdings first reported a position in FBUF in Q2 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold FBUF as of Q1 2026.

  • Osaic Holdings held 204 shares of Fidelity Dynamic Buffered Equity ETF worth $6.14K as of Q1 2026.
  • Osaic Holdings bought 59 Fidelity Dynamic Buffered Equity ETF shares in Q1 2026, an estimated $1.82K.
  • Fidelity Dynamic Buffered Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6579 holding.
  • Osaic Holdings first reported a position in Fidelity Dynamic Buffered Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.