IHT Wealth Management’s Harbor Human Capital Factor US Large Cap ETF HAPI Stock Holding History

IHT Wealth Management’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 Q3	–	Sell	-8,124	Closed	-$310K	–	1196
2025 Q2	$310K	Sell	8,124 -1,234	-13%	-$43.2K	0.01%	875
2025 Q1	$324K	Sell	9,358 -21,309	-69%	-$766K	0.01%	831
2024 Q4	$1.09M	Buy	+30,667	New	+$1.1M	0.04%	432

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

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

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

IHT Wealth Management's HAPI Position: Q3 2025 in Review

IHT Wealth Management sold out of Harbor Human Capital Factor US Large Cap ETF (HAPI) in Q3 2025, closing a stake of 8,124 shares — an estimated $310K sold.

IHT Wealth Management first reported a position in HAPI in Q4 2024 and held it in 3 quarters. The position peaked at $1.09M in Q4 2024. 11 funds tracked by Wall St. Rank hold HAPI as of Q3 2025.

IHT Wealth Management reported no remaining Harbor Human Capital Factor US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
IHT Wealth Management sold 8,124 Harbor Human Capital Factor US Large Cap ETF shares in Q3 2025, an estimated $310K.
IHT Wealth Management first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q4 2024 and held it in 3 quarters.
IHT Wealth Management's Harbor Human Capital Factor US Large Cap ETF position peaked at $1.09M in Q4 2024.
11 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.