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Impact Partnership Wealth’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

Impact Partnership Wealth’s Portfolio GDIV Stock Details GDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-316
Closed -$4.25K – 770
2023
Q4 		$4.25K Buy
+316
New +$4K ﹤0.01% 599

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LPL Financial
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Impact Partnership Wealth's GDIV Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Harbor Dividend Growth Leaders ETF (GDIV) in Q1 2024, closing a stake of 316 shares — an estimated $4.25K sold.

Impact Partnership Wealth first reported a position in GDIV in Q4 2023 and held it in 1 quarter. The position peaked at $4.25K in Q4 2023. 25 funds tracked by Wall St. Rank hold GDIV as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Harbor Dividend Growth Leaders ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 316 Harbor Dividend Growth Leaders ETF shares in Q1 2024, an estimated $4.25K.
  • Impact Partnership Wealth first reported a position in Harbor Dividend Growth Leaders ETF in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Harbor Dividend Growth Leaders ETF position peaked at $4.25K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.