Osaic Holdings
WAGN

Osaic Holdings’s Pabrai Wagons ETF WAGN Stock Holding History

Osaic Holdings’s Portfolio WAGN Stock Details WAGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$171K Buy
+12,100
New +$172K ﹤0.01% 4270

Other funds holding WAGN

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 23.26% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return

Osaic Holdings's WAGN Position: Q1 2026 in Review

Osaic Holdings opened a new position in Pabrai Wagons ETF (WAGN) in Q1 2026: 12,100 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #4270 among its holdings.

13 funds tracked by Wall St. Rank hold WAGN as of Q1 2026.

  • Osaic Holdings held 12,100 shares of Pabrai Wagons ETF worth $171K as of Q1 2026.
  • Pabrai Wagons ETF was a new Osaic Holdings position in Q1 2026.
  • Pabrai Wagons ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4270 holding.
  • 13 funds tracked by Wall St. Rank held Pabrai Wagons ETF as of Q1 2026.

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