Osaic Holdings’s Global X Guru Index ETF GURU Stock Holding History

Osaic Holdings’s Portfolio GURU Stock Details GURU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5K	Hold	150	–	–	﹤0.01%	6589
2026 Q1	$8.83K	Hold	150	–	–	﹤0.01%	6378
2025 Q4	$9.38K	Hold	150	–	–	﹤0.01%	6384
2025 Q3	$8.65K	Hold	150	–	–	﹤0.01%	6452
2025 Q2	$8.04K	Hold	150	–	–	﹤0.01%	6286
2025 Q1	$7.34K	Hold	150	–	–	﹤0.01%	5950
2024 Q4	$7.48K	Hold	150	–	–	﹤0.01%	5965
2024 Q3	$7.19K	Hold	150	–	–	﹤0.01%	6022
2024 Q2	$6.48K	Sell	150 -50	-25%	-$2.13K	﹤0.01%	6037
2024 Q1	$8.71K	Hold	200	–	–	﹤0.01%	5827
2023 Q4	$8.08K	Hold	200	–	–	﹤0.01%	5937
2023 Q3	$7.24K	Hold	200	–	–	﹤0.01%	6100
2023 Q2	$7.43K	Hold	200	–	–	﹤0.01%	6119
2023 Q1	$7.03K	Hold	200	–	–	﹤0.01%	6176
2022 Q4	$7K	Hold	200	–	–	﹤0.01%	6120
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	6188
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	6307
2022 Q1	$8K	Sell	200 -125	-38%	-$5.28K	﹤0.01%	6266
2021 Q4	$15K	Hold	325	–	–	﹤0.01%	5987
2021 Q3	$15K	Buy	325 +15	+5%	+$738	﹤0.01%	5950
2021 Q2	$15K	Hold	310	–	–	﹤0.01%	5824
2021 Q1	$14K	Sell	310 -90	-23%	-$4.14K	﹤0.01%	5698
2020 Q4	$18K	Buy	400 +150	+60%	+$6.23K	﹤0.01%	5218
2020 Q3	$9K	Sell	250 -444	-64%	-$16.3K	﹤0.01%	5324
2020 Q2	$24K	Sell	694 -568	-45%	-$18.3K	﹤0.01%	4688
2020 Q1	$35K	Buy	+1,262	New	+$42.1K	﹤0.01%	4253

Other funds holding GURU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings's GURU Position: Q2 2026 in Review

Osaic Holdings held its Global X Guru Index ETF (GURU) position steady in Q2 2026 at 150 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6589.

Osaic Holdings first reported a position in GURU in Q1 2020 and has held it in 26 quarters since. The position peaked at $35K in Q1 2020. 20 funds tracked by Wall St. Rank hold GURU as of Q2 2026.

Osaic Holdings held 150 shares of Global X Guru Index ETF worth $10.5K as of Q2 2026.
Osaic Holdings left its Global X Guru Index ETF share count unchanged in Q2 2026.
Global X Guru Index ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6589 holding.
Osaic Holdings first reported a position in Global X Guru Index ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's Global X Guru Index ETF position peaked at $35K in Q1 2020.
20 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2026.

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