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Harbor Investment Advisory’s Miller Value Partners Appreciation ETF MVPA Stock Holding History

Harbor Investment Advisory’s Portfolio MVPA Stock Details MVPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-40
Closed -$1.38K – 1222
2025
Q2 		$1.38K Hold
40
– – ﹤0.01% 1107
2025
Q1 		$1.25K Buy
+40
New +$1.36K ﹤0.01% 1105

Other funds holding MVPA

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Harbor Investment Advisory's MVPA Position: Q3 2025 in Review

Harbor Investment Advisory sold out of Miller Value Partners Appreciation ETF (MVPA) in Q3 2025, closing a stake of 40 shares — an estimated $1.38K sold.

Harbor Investment Advisory first reported a position in MVPA in Q1 2025 and held it in 2 quarters. The position peaked at $1.38K in Q2 2025. 9 funds tracked by Wall St. Rank hold MVPA as of Q3 2025.

  • Harbor Investment Advisory reported no remaining Miller Value Partners Appreciation ETF position as of Q3 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 40 Miller Value Partners Appreciation ETF shares in Q3 2025, an estimated $1.38K.
  • Harbor Investment Advisory first reported a position in Miller Value Partners Appreciation ETF in Q1 2025 and held it in 2 quarters.
  • Harbor Investment Advisory's Miller Value Partners Appreciation ETF position peaked at $1.38K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Miller Value Partners Appreciation ETF as of Q3 2025.

Based on Harbor Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.