Osaic Holdings
IPW icon

Osaic Holdings’s iPower IPW Stock Holding History

Osaic Holdings’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 7960
2026
Q1 		– Hold
0
– – – 7715
2025
Q4 		– Sell
-3
Closed -$2.82K – 7636
2025
Q3 		$2.65K Hold
3
– – ﹤0.01% 7045
2025
Q2 		$3.46K Buy
3
+1
+50% +$1.21K ﹤0.01% 6732
2025
Q1 		$2.55K Sell
2
-1
-33% -$1.47K ﹤0.01% 6498
2024
Q4 		$4.48K Hold
3
– – ﹤0.01% 6257
2024
Q3 		$10.3K Hold
3
– – ﹤0.01% 5798
2024
Q2 		$11.2K Buy
+3
New +$8.56K ﹤0.01% 5709

Other funds holding IPW

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Osaic Holdings's IPW Position: Q2 2026 in Review

Osaic Holdings held its iPower (IPW) position steady in Q2 2026 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #7960.

Osaic Holdings first reported a position in IPW in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.2K in Q2 2024. 3 funds tracked by Wall St. Rank hold IPW as of Q2 2026.

  • Osaic Holdings held 0 shares of iPower worth $4 as of Q2 2026.
  • Osaic Holdings left its iPower share count unchanged in Q2 2026.
  • iPower made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7960 holding.
  • Osaic Holdings first reported a position in iPower in Q2 2024 and has held it in 6 quarters since.
  • Osaic Holdings's iPower position peaked at $11.2K in Q2 2024.
  • 3 funds tracked by Wall St. Rank held iPower as of Q2 2026.

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