Osaic Holdings’s Segall Bryant & Hamill Select Equity ETF USSE Stock Holding History

Osaic Holdings’s Portfolio USSE Stock Details USSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-226	Closed	-$7.26K	–	8007
2025 Q2	$7.26K	Buy	+226	New	+$6.86K	﹤0.01%	6343
2024 Q2	–	Sell	-693	Closed	-$19.8K	–	7624
2024 Q1	$19.8K	Buy	+693	New	+$19K	﹤0.01%	5376

Other funds holding USSE

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Osaic Holdings's USSE Position: Q3 2025 in Review

Osaic Holdings sold out of Segall Bryant & Hamill Select Equity ETF (USSE) in Q3 2025, closing a stake of 226 shares — an estimated $7.26K sold.

Osaic Holdings first reported a position in USSE in Q1 2024 and held it in 2 quarters. The position peaked at $19.8K in Q1 2024. 9 funds tracked by Wall St. Rank hold USSE as of Q3 2025.

Osaic Holdings reported no remaining Segall Bryant & Hamill Select Equity ETF position as of Q3 2025 after selling out during the quarter.
Osaic Holdings sold 226 Segall Bryant & Hamill Select Equity ETF shares in Q3 2025, an estimated $7.26K.
Osaic Holdings first reported a position in Segall Bryant & Hamill Select Equity ETF in Q1 2024 and held it in 2 quarters.
Osaic Holdings's Segall Bryant & Hamill Select Equity ETF position peaked at $19.8K in Q1 2024.
9 funds tracked by Wall St. Rank held Segall Bryant & Hamill Select Equity ETF as of Q3 2025.

Based on Osaic Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.