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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

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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.