Commonwealth Equity Services’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

Commonwealth Equity Services’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
2026 Q2	$19.1M	Buy	1,035,468 +7,843	+0.8%	+$142K	0.02%	616
2026 Q1	$17.1M	Sell	1,027,625 -18,412	-2%	-$318K	0.02%	628
2025 Q4	$17.4M	Sell	1,046,037 -10,184	-1%	-$167K	0.02%	614
2025 Q3	$17.1M	Sell	1,056,221 -11,081	-1%	-$174K	0.02%	643
2025 Q2	$16.5M	Buy	1,067,302 +21,898	+2%	+$319K	0.02%	654
2025 Q1	$15.2M	Sell	1,045,404 -14,173	-1%	-$217K	0.02%	670
2024 Q4	$16.1M	Sell	1,059,577 -4,165	-0.4%	-$64.4K	0.02%	609
2024 Q3	$16.4M	Buy	1,063,742 +7,124	+0.7%	+$106K	0.02%	604
2024 Q2	$15.2M	Buy	1,056,618 +9,653	+0.9%	+$137K	0.02%	612
2024 Q1	$15.2M	Sell	1,046,965 -84,079	-7%	-$1.16M	0.03%	603
2023 Q4	$15.2M	Buy	1,131,044 +104,540	+10%	+$1.32M	0.03%	550
2023 Q3	$12.5M	Buy	1,026,504 +958,148	+1,402%	+$12M	0.03%	584
2023 Q2	$862K	Buy	68,356 +40,524	+146%	+$491K	﹤0.01%	2210
2023 Q1	$335	Buy	+27,832	New	+$332K	﹤0.01%	2869

Other funds holding GDIV

SFA

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

PAG

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

CHIAL

Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Commonwealth Equity Services's GDIV Position: Q2 2026 in Review

Commonwealth Equity Services increased its Harbor Dividend Growth Leaders ETF (GDIV) stake by 0.76% in Q2 2026, buying an estimated $142K and bringing the position to 1,035,468 shares worth $19.1M. The position accounts for 0.02% of the portfolio, ranked #616.

Commonwealth Equity Services first reported a position in GDIV in Q1 2023 and has held it in 14 quarters since. 12 funds tracked by Wall St. Rank hold GDIV as of Q2 2026.

Commonwealth Equity Services held 1,035,468 shares of Harbor Dividend Growth Leaders ETF worth $19.1M as of Q2 2026.
Commonwealth Equity Services bought 7,843 Harbor Dividend Growth Leaders ETF shares in Q2 2026, an estimated $142K.
Harbor Dividend Growth Leaders ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #616 holding.
Commonwealth Equity Services first reported a position in Harbor Dividend Growth Leaders ETF in Q1 2023 and has held it in 14 quarters since.
12 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.