CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

CAPTRUST Financial Advisors’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
2023
Q2 		– Sell
-653,178
Closed -$7.88M – 2559
2023
Q1 		$7.88M Hold
653,178
– – 0.03% 341
2022
Q4 		$7.73M Buy
+653,178
New +$8.02M 0.04% 340

Other funds holding GDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAPTRUST Financial Advisors's GDIV Position: Q2 2023 in Review

CAPTRUST Financial Advisors sold out of Harbor Dividend Growth Leaders ETF (GDIV) in Q2 2023, closing a stake of 653,178 shares — an estimated $7.88M sold.

CAPTRUST Financial Advisors first reported a position in GDIV in Q4 2022 and held it in 2 quarters. The position peaked at $7.88M in Q1 2023. 18 funds tracked by Wall St. Rank hold GDIV as of Q2 2023.

  • CAPTRUST Financial Advisors reported no remaining Harbor Dividend Growth Leaders ETF position as of Q2 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 653,178 Harbor Dividend Growth Leaders ETF shares in Q2 2023, an estimated $7.88M.
  • CAPTRUST Financial Advisors first reported a position in Harbor Dividend Growth Leaders ETF in Q4 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Harbor Dividend Growth Leaders ETF position peaked at $7.88M in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q2 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.