Osaic Holdings
UBOT icon

Osaic Holdings’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

Osaic Holdings’s Portfolio UBOT Stock Details UBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.8K Hold
2,400
– – ﹤0.01% 5223
2025
Q4 		$61.4K Sell
2,400
-50
-2% -$1.29K ﹤0.01% 5096
2025
Q3 		$55.4K Hold
2,450
– – ﹤0.01% 5243
2025
Q2 		$53.7K Buy
2,450
+50
+2% +$915 ﹤0.01% 5000
2025
Q1 		$41.9K Hold
2,400
– – ﹤0.01% 4849
2024
Q4 		$54.6K Hold
2,400
– – ﹤0.01% 4634
2024
Q3 		$56.8K Hold
2,400
– – ﹤0.01% 4652
2024
Q2 		$54.6K Hold
2,400
– – ﹤0.01% 4612
2024
Q1 		$59.9K Hold
2,400
– – ﹤0.01% 4613
2023
Q4 		$49.4K Hold
2,400
– – ﹤0.01% 4917
2023
Q3 		$38.5K Buy
+2,400
New +$46.9K ﹤0.01% 5173

Other funds holding UBOT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings's UBOT Position: Q1 2026 in Review

Osaic Holdings held its Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) position steady in Q1 2026 at 2,400 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5223.

Osaic Holdings first reported a position in UBOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $61.4K in Q4 2025. 9 funds tracked by Wall St. Rank hold UBOT as of Q1 2026.

  • Osaic Holdings held 2,400 shares of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF worth $49.8K as of Q1 2026.
  • Osaic Holdings left its Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF share count unchanged in Q1 2026.
  • Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5223 holding.
  • Osaic Holdings first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q3 2023 and has held it in 11 quarters since.
  • Osaic Holdings's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $61.4K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q1 2026.

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