Independent Financial Group’s Harbor International Compounders ETF OSEA Stock Holding History

Independent Financial Group’s Portfolio OSEA Stock Details OSEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-6,656	Closed	-$203K	–	1639
2026 Q2	$203K	Sell	6,656 -547	-8%	-$16.6K	﹤0.01%	1474
2026 Q1	$209K	Sell	7,203 -164	-2%	-$4.96K	﹤0.01%	1357
2025 Q4	$223K	Buy	7,367 +434	+6%	+$13.1K	0.01%	1291
2025 Q3	$205K	Buy	+6,933	New	+$203K	﹤0.01%	1279

Other funds holding OSEA

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Independent Financial Group's OSEA Position: Q3 2026 in Review

Independent Financial Group sold out of Harbor International Compounders ETF (OSEA) in Q3 2026, closing a stake of 6,656 shares — an estimated $203K sold.

Independent Financial Group first reported a position in OSEA in Q3 2025 and held it in 4 quarters. The position peaked at $223K in Q4 2025. 2 funds tracked by Wall St. Rank hold OSEA as of Q3 2026.

Independent Financial Group reported no remaining Harbor International Compounders ETF position as of Q3 2026 after selling out during the quarter.
Independent Financial Group sold 6,656 Harbor International Compounders ETF shares in Q3 2026, an estimated $203K.
Independent Financial Group first reported a position in Harbor International Compounders ETF in Q3 2025 and held it in 4 quarters.
Independent Financial Group's Harbor International Compounders ETF position peaked at $223K in Q4 2025.
2 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.