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Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in INVESCO EXCHANGE TRADED FD T

OSAIC HOLDINGS, INC. holds 123,847 shares of XSVM (INVESCO EXCHANGE TRADED FD T), worth $8.6M as of 2026-Q2. The position was increased (+10.9% shares). XSVM represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$8.6M

Current Shares

123,847

Total Value Change

+$1.1M

Total Shares Change

-12,319

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
123,847
+10.9%
$8.6M0.0%$69.59
31
2026-Q1
Decreased
111,649
-20.7%
$6.7M0.0%$61.56
0
2025-Q4
Decreased
140,783
-46.4%
$8M0.0%$57.67
0
2025-Q3
Increased
262,782
+77.5%
$14.9M0.0%$56.14
43
2025-Q2
Increased
148,063
+14.0%
$7.7M0.0%$51.50
31
2025-Q1
Decreased
129,910
-4.8%
$6.5M0.0%$49.20
0
2024-Q4
Increased
136,441
+0.2%
$7.4M0.0%$52.83
27
2024-Q3
Decreased
136,166
-2.4%
$7.5M0.0%$53.19
0

Other major holders of XSVM: LPL Financial LLC, Steward Partners Investment Advisory, LLC

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