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Great Valley Advisor Group’s Harbor International Compounders ETF OSEA Stock Holding History

Great Valley Advisor Group’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
Q1 		– Sell
-11,918
Closed -$308K – 901
2024
Q4 		$308K Buy
+11,918
New +$326K 0.01% 686

Other funds holding OSEA

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Great Valley Advisor Group's OSEA Position: Q1 2025 in Review

Great Valley Advisor Group sold out of Harbor International Compounders ETF (OSEA) in Q1 2025, closing a stake of 11,918 shares — an estimated $308K sold.

Great Valley Advisor Group first reported a position in OSEA in Q4 2024 and held it in 1 quarter. The position peaked at $308K in Q4 2024. 62 funds tracked by Wall St. Rank hold OSEA as of Q1 2025.

  • Great Valley Advisor Group reported no remaining Harbor International Compounders ETF position as of Q1 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 11,918 Harbor International Compounders ETF shares in Q1 2025, an estimated $308K.
  • Great Valley Advisor Group first reported a position in Harbor International Compounders ETF in Q4 2024 and held it in 1 quarter.
  • Great Valley Advisor Group's Harbor International Compounders ETF position peaked at $308K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.