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
Q2 		$62.4K Hold
2,400
– – ﹤0.01% 5318
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 $3.9B AUM 12.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 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 74.26% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's UBOT Position: Q2 2026 in Review

Osaic Holdings held its Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) position steady in Q2 2026 at 2,400 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5318.

Osaic Holdings first reported a position in UBOT in Q3 2023 and has held it in 12 quarters since. 10 funds tracked by Wall St. Rank hold UBOT as of Q2 2026.

  • Osaic Holdings held 2,400 shares of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF worth $62.4K as of Q2 2026.
  • Osaic Holdings left its Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF share count unchanged in Q2 2026.
  • Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5318 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 12 quarters since.
  • 10 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q2 2026.

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