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Atria Investments’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

Atria Investments’s Portfolio GDIV Stock Details GDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-46,283
Closed -$674K – 2020
2025
Q1 		$674K Sell
46,283
-38,957
-46% -$597K 0.01% 1190
2024
Q4 		$1.3M Sell
85,240
-18,656
-18% -$288K 0.02% 859
2024
Q3 		$1.6M Sell
103,896
-2,134
-2% -$31.6K 0.02% 746
2024
Q2 		$1.52M Buy
106,030
+4,410
+4% +$62.5K 0.02% 750
2024
Q1 		$1.48M Buy
101,620
+2,920
+3% +$40.4K 0.02% 780
2023
Q4 		$1.33M Buy
98,700
+2,266
+2% +$28.7K 0.02% 770
2023
Q3 		$1.17M Buy
96,434
+10,736
+13% +$135K 0.02% 777
2023
Q2 		$1.08M Buy
+85,698
New +$1.04M 0.02% 795

Other funds holding GDIV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Atria Investments's GDIV Position: Q2 2025 in Review

Atria Investments sold out of Harbor Dividend Growth Leaders ETF (GDIV) in Q2 2025, closing a stake of 46,283 shares — an estimated $674K sold.

Atria Investments first reported a position in GDIV in Q2 2023 and held it in 8 quarters. The position peaked at $1.6M in Q3 2024. 32 funds tracked by Wall St. Rank hold GDIV as of Q2 2025.

  • Atria Investments reported no remaining Harbor Dividend Growth Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 46,283 Harbor Dividend Growth Leaders ETF shares in Q2 2025, an estimated $674K.
  • Atria Investments first reported a position in Harbor Dividend Growth Leaders ETF in Q2 2023 and held it in 8 quarters.
  • Atria Investments's Harbor Dividend Growth Leaders ETF position peaked at $1.6M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.