OSAIC HOLDINGS, INC. DUSL DIREXION SHS ETF TR

Ownership history in OSAIC HOLDINGS, INC.  ·  4 quarters on record

AI Ownership Summary

OSAIC HOLDINGS, INC. reported DIREXION SHS ETF TR (DUSL) in 4 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows DUSL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OSAIC HOLDINGS, INC.'s position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DUSL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OSAIC HOLDINGS, INC. held DUSL — position size vs. price
% of Fund (quarterly)    DUSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,144 +4,044 +4044.0% 0.00% $304K 2026-05-15 $84.58
2024 Q2 ADDED 100 +50 +100.0% 0.00% $5K 2024-08-13 $43.70
2024 Q1 ADDED 50 +10 +25.0% 0.00% $3K 2024-05-10 $46.43
2023 Q4 INITIATED 40 0.00% $2K 2024-02-12 $38.65

FAQ About OSAIC HOLDINGS, INC. and DUSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has OSAIC HOLDINGS, INC. reported owning DUSL?

OSAIC HOLDINGS, INC. reported DUSL across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DUSL position in OSAIC HOLDINGS, INC.'s portfolio?

The largest reported portfolio weight for DUSL was 0.00% in 2026 Q1.

What is the latest reported DUSL position on this page?

The most recent filing on this page is 2026 Q1, when OSAIC HOLDINGS, INC. reported 4,144 shares, equal to 0.00% of portfolio, with an estimated market value of $304K.

What does the chart on this DUSL ownership page compare?

The chart compares OSAIC HOLDINGS, INC.'s quarterly DUSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OSAIC HOLDINGS, INC. time their DUSL position?

Based on 13F filing dates vs. subsequent DUSL price moves, OSAIC HOLDINGS, INC. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DUSL relative to SPY over the holding period was +7.8%.

← Back to OSAIC HOLDINGS, INC. Holdings