Amplius Wealth Advisors’s Harbor International Compounders ETF OSEA Stock Holding History

Amplius Wealth Advisors’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
2025 Q4	–	Sell	-9,280	Closed	-$274K	–	182
2025 Q3	$274K	Sell	9,280 -930,236	-99%	-$27.2M	0.02%	149
2025 Q2	$27.5M	Buy	939,516 +9,234	+1%	+$256K	2.56%	13
2025 Q1	$24.7M	Buy	930,282 +261,111	+39%	+$7.01M	2.57%	13
2024 Q4	$17.3M	Sell	669,171 -32,078	-5%	-$877K	1.77%	18
2024 Q3	$20.3M	Buy	701,249 +201,692	+40%	+$5.63M	2.21%	14
2024 Q2	$13.8M	Buy	+499,557	New	+$13.7M	1.54%	21

Other funds holding OSEA

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Paces Ferry Wealth Advisors Atlanta, Georgia $270M AUM 19.34% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amplius Wealth Advisors's OSEA Position: Q4 2025 in Review

Amplius Wealth Advisors sold out of Harbor International Compounders ETF (OSEA) in Q4 2025, closing a stake of 9,280 shares — an estimated $274K sold.

Amplius Wealth Advisors first reported a position in OSEA in Q2 2024 and held it in 6 quarters. The position peaked at $27.5M in Q2 2025. 69 funds tracked by Wall St. Rank hold OSEA as of Q4 2025.

Amplius Wealth Advisors reported no remaining Harbor International Compounders ETF position as of Q4 2025 after selling out during the quarter.
Amplius Wealth Advisors sold 9,280 Harbor International Compounders ETF shares in Q4 2025, an estimated $274K.
Amplius Wealth Advisors first reported a position in Harbor International Compounders ETF in Q2 2024 and held it in 6 quarters.
Amplius Wealth Advisors's Harbor International Compounders ETF position peaked at $27.5M in Q2 2025.
69 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q4 2025.

Based on Amplius Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.