FAIM
OSEA icon

Financial Advocates Investment Management’s Harbor International Compounders ETF OSEA Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-65,969
Closed -$1.93M – 416
2025
Q2 		$1.93M Sell
65,969
-5,628
-8% -$156K 0.16% 131
2025
Q1 		$1.9M Sell
71,597
-1,424
-2% -$38.2K 0.13% 174
2024
Q4 		$1.89M Buy
+73,021
New +$2M 0.11% 189

Other funds holding OSEA

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's OSEA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Harbor International Compounders ETF (OSEA) in Q3 2025, closing a stake of 65,969 shares — an estimated $1.93M sold.

Financial Advocates Investment Management first reported a position in OSEA in Q4 2024 and held it in 3 quarters. The position peaked at $1.93M in Q2 2025. 64 funds tracked by Wall St. Rank hold OSEA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Harbor International Compounders ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 65,969 Harbor International Compounders ETF shares in Q3 2025, an estimated $1.93M.
  • Financial Advocates Investment Management first reported a position in Harbor International Compounders ETF in Q4 2024 and held it in 3 quarters.
  • Financial Advocates Investment Management's Harbor International Compounders ETF position peaked at $1.93M in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.