Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

TAXFTAXF
24 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in AMERICAN CENTY ETF TR

OSAIC HOLDINGS, INC. holds 52,823 shares of TAXF (AMERICAN CENTY ETF TR), worth $2.7M as of 2026-Q2. The position was increased (+32.0% shares). TAXF represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$2.7M

Current Shares

52,823

Total Value Change

+$2.6M

Total Shares Change

+50,912

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
52,823
+32.0%
$2.7M0.0%$50.51
33
2026-Q1
Increased
40,022
+14.7%
$2M0.0%$49.27
30
2025-Q4
Increased
34,898
+16.5%
$1.8M0.0%$49.25
30
2025-Q3
Increased
29,950
+17.2%
$1.5M0.0%$48.50
30
2025-Q2
Increased
25,561
+60.2%
$1.3M0.0%$46.79
36
2025-Q1
Decreased
15,957
-4.5%
$789,6650.0%$46.88
0
2024-Q4
Decreased
16,704
-78.7%
$837,7540.0%$47.22
0
2024-Q3
Increased
78,474
+84.8%
$4M0.0%$47.88
41
2024-Q2
Decreased
42,464
-59.0%
$2.1M0.0%$46.50
0
2024-Q1
Decreased
103,445
-8.9%
$5.2M0.0%$46.29
0
2023-Q4
Decreased
113,530
-26.1%
$5.8M0.0%$46.42
0
2023-Q3
Increased
153,571
+61.8%
$7.4M0.0%$43.19
40
2023-Q2
Increased
94,932
+5.1%
$4.7M0.0%$44.71
28
2023-Q1
Increased
90,291
+205.9%
$4.5M0.0%$44.70
43
2022-Q4
Increased
29,513
+312.3%
$1.4M0.0%$43.24
41
2022-Q3
Increased
7,159
+19.3%
$341,0000.0%$41.77
28
2022-Q2
Increased
6,002
+25.2%
$299,0000.0%$43.45
29
2022-Q1
Increased
4,794
+21.9%
$247,0000.0%$44.84
28
2021-Q4
Increased
3,933
+25.1%
$216,0000.0%$47.86
28
2021-Q3
Increased
3,145
+14.7%
$173,0000.0%$47.51
26
2021-Q2
Increased
2,742
+2.8%
$152,0000.0%$47.70
23
2021-Q1
Decreased
2,668
-2.3%
$146,0000.0%$46.70
0
2020-Q4
Increased
2,732
+43.0%
$150,0000.0%$46.59
30
2020-Q3
New
1,911
-
$102,0000.0%$45.33
30

Other major holders of TAXF: ENVESTNET ASSET MANAGEMENT INC

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