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

Atria Wealth Solutions’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	$588K	Hold	38,000	–	–	0.01%	842
2025 Q1	$553K	Hold	38,000	–	–	0.01%	1155
2024 Q4	$579K	Hold	38,000	–	–	0.01%	1191
2024 Q3	$587K	Hold	38,000	–	–	0.01%	1163
2024 Q2	$546K	Hold	38,000	–	–	0.01%	1201
2024 Q1	$553K	Hold	38,000	–	–	0.01%	1212
2023 Q4	$511K	Buy	+38,000	New	+$481K	0.01%	1195

Other funds holding GDIV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Atria Wealth Solutions's GDIV Position: Q2 2025 in Review

Atria Wealth Solutions held its Harbor Dividend Growth Leaders ETF (GDIV) position steady in Q2 2025 at 38,000 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #842.

Atria Wealth Solutions first reported a position in GDIV in Q4 2023 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold GDIV as of Q2 2025.

Atria Wealth Solutions held 38,000 shares of Harbor Dividend Growth Leaders ETF worth $588K as of Q2 2025.
Atria Wealth Solutions left its Harbor Dividend Growth Leaders ETF share count unchanged in Q2 2025.
Harbor Dividend Growth Leaders ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #842 holding.
Atria Wealth Solutions first reported a position in Harbor Dividend Growth Leaders ETF in Q4 2023 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.