AWM
OSEA icon

Accurate Wealth Management’s Harbor International Compounders ETF OSEA Stock Holding History

Accurate Wealth Management’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,379
Closed -$348K – 599
2026
Q1 		$348K Sell
11,379
-9,016
-44% -$273K 0.04% 390
2025
Q4 		$630K Sell
20,395
-3,844
-16% -$116K 0.08% 252
2025
Q3 		$728K Sell
24,239
-1,467
-6% -$42.9K 0.1% 224
2025
Q2 		$760K Buy
25,706
+441
+2% +$12.2K 0.12% 191
2025
Q1 		$651K Buy
+25,265
New +$678K 0.12% 170

Other funds holding OSEA

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Accurate Wealth Management's OSEA Position: Q2 2026 in Review

Accurate Wealth Management sold out of Harbor International Compounders ETF (OSEA) in Q2 2026, closing a stake of 11,379 shares — an estimated $348K sold.

Accurate Wealth Management first reported a position in OSEA in Q1 2025 and held it in 5 quarters. The position peaked at $760K in Q2 2025. 25 funds tracked by Wall St. Rank hold OSEA as of Q2 2026.

  • Accurate Wealth Management reported no remaining Harbor International Compounders ETF position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 11,379 Harbor International Compounders ETF shares in Q2 2026, an estimated $348K.
  • Accurate Wealth Management first reported a position in Harbor International Compounders ETF in Q1 2025 and held it in 5 quarters.
  • Accurate Wealth Management's Harbor International Compounders ETF position peaked at $760K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.