EWA
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EP Wealth Advisors’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

EP Wealth 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
2026
Q1 		$226K Sell
13,574
-4,242
-24% -$73.3K ﹤0.01% 1338
2025
Q4 		$297K Buy
+17,816
New +$292K ﹤0.01% 1141
2025
Q2 		$280K Buy
+18,121
New +$264K ﹤0.01% 1057

Other funds holding GDIV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

EP Wealth Advisors's GDIV Position: Q1 2026 in Review

EP Wealth Advisors reduced its Harbor Dividend Growth Leaders ETF (GDIV) stake by 24% in Q1 2026, selling an estimated $73.3K and leaving 13,574 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

EP Wealth Advisors first reported a position in GDIV in Q2 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 27 funds tracked by Wall St. Rank hold GDIV as of Q1 2026.

  • EP Wealth Advisors held 13,574 shares of Harbor Dividend Growth Leaders ETF worth $226K as of Q1 2026.
  • EP Wealth Advisors sold 4,242 Harbor Dividend Growth Leaders ETF shares in Q1 2026, an estimated $73.3K.
  • Harbor Dividend Growth Leaders ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1338 holding.
  • EP Wealth Advisors first reported a position in Harbor Dividend Growth Leaders ETF in Q2 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Harbor Dividend Growth Leaders ETF position peaked at $297K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.