IFP Advisors’s Harbor Ares Systematic Multi-Sector Income ETF SIFI Stock Holding History

IFP Advisors’s Portfolio SIFI Stock Details SIFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,155	Closed	-$228K	–	4924
2025 Q2	$228K	Sell	5,155 -7,162	-58%	-$309K	0.01%	1208
2025 Q1	$536K	Sell	12,317 -79	-0.6%	-$3.43K	0.02%	745
2024 Q4	$534K	Buy	12,396 +115	+0.9%	+$5.04K	0.02%	711
2024 Q3	$548K	Buy	12,281 +613	+5%	+$27K	0.02%	668
2024 Q2	$503K	Buy	11,668 +79	+0.7%	+$3.39K	0.02%	653
2024 Q1	$503K	Buy	+11,589	New	+$501K	0.02%	608

Other funds holding SIFI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPIA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's SIFI Position: Q3 2025 in Review

IFP Advisors sold out of Harbor Ares Systematic Multi-Sector Income ETF (SIFI) in Q3 2025, closing a stake of 5,155 shares — an estimated $228K sold.

IFP Advisors first reported a position in SIFI in Q1 2024 and held it in 6 quarters. The position peaked at $548K in Q3 2024. 5 funds tracked by Wall St. Rank hold SIFI as of Q3 2025.

IFP Advisors reported no remaining Harbor Ares Systematic Multi-Sector Income ETF position as of Q3 2025 after selling out during the quarter.
IFP Advisors sold 5,155 Harbor Ares Systematic Multi-Sector Income ETF shares in Q3 2025, an estimated $228K.
IFP Advisors first reported a position in Harbor Ares Systematic Multi-Sector Income ETF in Q1 2024 and held it in 6 quarters.
IFP Advisors's Harbor Ares Systematic Multi-Sector Income ETF position peaked at $548K in Q3 2024.
5 funds tracked by Wall St. Rank held Harbor Ares Systematic Multi-Sector Income ETF as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.