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Consolidated Planning Corp’s Harbor International Compounders ETF OSEA Stock Holding History

Consolidated Planning Corp’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
2026
Q1 		$3M Buy
103,656
+6,050
+6% +$183K 0.49% 36
2025
Q4 		$2.95M Buy
97,606
+39,586
+68% +$1.2M 0.3% 85
2025
Q3 		$1.72M Buy
58,020
+6,483
+13% +$189K 0.18% 109
2025
Q2 		$1.51M Buy
51,537
+26,063
+102% +$724K 0.19% 100
2025
Q1 		$676K Buy
25,474
+5,160
+25% +$139K 0.09% 130
2024
Q4 		$525K Buy
20,314
+11,811
+139% +$323K 0.07% 126
2024
Q3 		$246K Buy
+8,503
New +$237K 0.04% 178

Other funds holding OSEA

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 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 $2.22B AUM 24.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
GWM
GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Consolidated Planning Corp's OSEA Position: Q1 2026 in Review

Consolidated Planning Corp increased its Harbor International Compounders ETF (OSEA) stake by 6.2% in Q1 2026, buying an estimated $183K and bringing the position to 103,656 shares worth $3M. The position accounts for 0.49% of the portfolio, ranked #36.

Consolidated Planning Corp first reported a position in OSEA in Q3 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold OSEA as of Q1 2026.

  • Consolidated Planning Corp held 103,656 shares of Harbor International Compounders ETF worth $3M as of Q1 2026.
  • Consolidated Planning Corp bought 6,050 Harbor International Compounders ETF shares in Q1 2026, an estimated $183K.
  • Harbor International Compounders ETF made up 0.49% of Consolidated Planning Corp's portfolio in Q1 2026, its #36 holding.
  • Consolidated Planning Corp first reported a position in Harbor International Compounders ETF in Q3 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.