Grey Fox Wealth Advisors’s Harbor Human Capital Factor US Large Cap ETF HAPI Stock Holding History

Grey Fox Wealth Advisors’s Portfolio HAPI Stock Details HAPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-208	Closed	-$8.38K	–	332
2025 Q3	$8.38K	Buy	+208	New	+$8.14K	﹤0.01%	428

Other funds holding HAPI

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Grey Fox Wealth Advisors's HAPI Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Harbor Human Capital Factor US Large Cap ETF (HAPI) in Q4 2025, closing a stake of 208 shares — an estimated $8.38K sold.

Grey Fox Wealth Advisors first reported a position in HAPI in Q3 2025 and held it in 1 quarter. The position peaked at $8.38K in Q3 2025. 15 funds tracked by Wall St. Rank hold HAPI as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Harbor Human Capital Factor US Large Cap ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 208 Harbor Human Capital Factor US Large Cap ETF shares in Q4 2025, an estimated $8.38K.
Grey Fox Wealth Advisors first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Harbor Human Capital Factor US Large Cap ETF position peaked at $8.38K in Q3 2025.
15 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.