Osaic Holdings’s IQ Healthy Hearts ETF HART Stock Holding History

Osaic Holdings’s Portfolio HART Stock Details HART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,597	Closed	-$52.9K	–	7510
2024 Q3	$52.9K	Buy	+1,597	New	+$51.4K	﹤0.01%	4706

Other funds holding HART

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings's HART Position: Q4 2024 in Review

Osaic Holdings sold out of IQ Healthy Hearts ETF (HART) in Q4 2024, closing a stake of 1,597 shares — an estimated $52.9K sold.

Osaic Holdings first reported a position in HART in Q3 2024 and held it in 1 quarter. The position peaked at $52.9K in Q3 2024. 5 funds tracked by Wall St. Rank hold HART as of Q4 2024.

Osaic Holdings reported no remaining IQ Healthy Hearts ETF position as of Q4 2024 after selling out during the quarter.
Osaic Holdings sold 1,597 IQ Healthy Hearts ETF shares in Q4 2024, an estimated $52.9K.
Osaic Holdings first reported a position in IQ Healthy Hearts ETF in Q3 2024 and held it in 1 quarter.
Osaic Holdings's IQ Healthy Hearts ETF position peaked at $52.9K in Q3 2024.
5 funds tracked by Wall St. Rank held IQ Healthy Hearts ETF as of Q4 2024.

Based on Osaic Holdings's 13F filing for Q4 2024, filed 7 Feb 2025.