Osaic Holdings’s Roundhill HALO ETF LOHA Stock Holding History

Osaic Holdings’s Portfolio LOHA Stock Details LOHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$621	Buy	+25	New	+$651	﹤0.01%	7674

Other funds holding LOHA

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

3Chopt Investment Partners Richmond, Virginia $558M AUM 27.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Osaic Holdings's LOHA Position: Q3 2026 in Review

Osaic Holdings opened a new position in Roundhill HALO ETF (LOHA) in Q3 2026: 25 shares worth $621. The stake represents ﹤0.01% of the portfolio and ranks #7674 among its holdings.

8 funds tracked by Wall St. Rank hold LOHA as of Q3 2026.

Osaic Holdings held 25 shares of Roundhill HALO ETF worth $621 as of Q3 2026.
Roundhill HALO ETF was a new Osaic Holdings position in Q3 2026.
Roundhill HALO ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #7674 holding.
8 funds tracked by Wall St. Rank held Roundhill HALO ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.