Osaic Holdings
GURU icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAR
Trask Adam Roland $106M AUM
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings's GURU Position: Q1 2026 in Review

Osaic Holdings held its Global X Guru Index ETF (GURU) position steady in Q1 2026 at 150 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #6378.

Osaic Holdings first reported a position in GURU in Q1 2020 and has held it in 25 quarters since. The position peaked at $35K in Q1 2020. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

  • Osaic Holdings held 150 shares of Global X Guru Index ETF worth $8.83K as of Q1 2026.
  • Osaic Holdings left its Global X Guru Index ETF share count unchanged in Q1 2026.
  • Global X Guru Index ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6378 holding.
  • Osaic Holdings first reported a position in Global X Guru Index ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Global X Guru Index ETF position peaked at $35K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

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