CreativeOne Wealth’s Harbor AlphaEdge Small Cap Earners ETF EBIT Stock Holding History

CreativeOne Wealth’s Portfolio EBIT Stock Details EBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,390	Closed	-$310K	–	1197
2025 Q1	$310K	Sell	10,390 -2,014	-16%	-$63.6K	0.01%	859
2024 Q4	$397K	Buy	+12,404	New	+$421K	0.01%	772

Other funds holding EBIT

PFW

Petros Family Wealth Bloomington, Minnesota $164M AUM 36.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CreativeOne Wealth's EBIT Position: Q2 2025 in Review

CreativeOne Wealth sold out of Harbor AlphaEdge Small Cap Earners ETF (EBIT) in Q2 2025, closing a stake of 10,390 shares — an estimated $310K sold.

CreativeOne Wealth first reported a position in EBIT in Q4 2024 and held it in 2 quarters. The position peaked at $397K in Q4 2024. 4 funds tracked by Wall St. Rank hold EBIT as of Q2 2025.

CreativeOne Wealth reported no remaining Harbor AlphaEdge Small Cap Earners ETF position as of Q2 2025 after selling out during the quarter.
CreativeOne Wealth sold 10,390 Harbor AlphaEdge Small Cap Earners ETF shares in Q2 2025, an estimated $310K.
CreativeOne Wealth first reported a position in Harbor AlphaEdge Small Cap Earners ETF in Q4 2024 and held it in 2 quarters.
CreativeOne Wealth's Harbor AlphaEdge Small Cap Earners ETF position peaked at $397K in Q4 2024.
4 funds tracked by Wall St. Rank held Harbor AlphaEdge Small Cap Earners ETF as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.