Proactive Wealth Strategies’s Harbor International Compounders ETF OSEA Stock Holding History

Proactive Wealth Strategies’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	$8.05M	Buy	274,991 +7,121	+3%	+$215K	1.24%	20
2026 Q2	$8.18M	Buy	267,870 +38,576	+17%	+$1.17M	1.31%	22
2026 Q1	$6.64M	Buy	229,294 +132,502	+137%	+$4.01M	1.25%	26
2025 Q4	$2.93M	Buy	96,792 +14,093	+17%	+$427K	1.16%	29
2025 Q3	$2.45M	Buy	82,699 +6,045	+8%	+$177K	1.05%	32
2025 Q2	$2.24M	Buy	+76,654	New	+$2.13M	1.06%	32

Other funds holding OSEA

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.7% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fiduciary Group Savannah, Georgia $1.29B AUM 17.87% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Proactive Wealth Strategies's OSEA Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Harbor International Compounders ETF (OSEA) stake by 2.7% in Q3 2026, buying an estimated $215K and bringing the position to 274,991 shares worth $8.05M. The position accounts for 1.24% of the portfolio, ranked #20.

Proactive Wealth Strategies first reported a position in OSEA in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.18M in Q2 2026. 29 funds tracked by Wall St. Rank hold OSEA as of Q3 2026.

Proactive Wealth Strategies held 274,991 shares of Harbor International Compounders ETF worth $8.05M as of Q3 2026.
Proactive Wealth Strategies bought 7,121 Harbor International Compounders ETF shares in Q3 2026, an estimated $215K.
Harbor International Compounders ETF made up 1.24% of Proactive Wealth Strategies's portfolio in Q3 2026, its #20 holding.
Proactive Wealth Strategies first reported a position in Harbor International Compounders ETF in Q2 2025 and has held it in 6 quarters since.
Proactive Wealth Strategies's Harbor International Compounders ETF position peaked at $8.18M in Q2 2026.
29 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.