Proficio Capital Partners’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

Proficio Capital Partners’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 Q2	–	Sell	-13,181	Closed	-$192K	–	328
2024 Q1	$192K	Sell	13,181 -6,031	-31%	-$83.5K	0.02%	323
2023 Q4	$258K	Buy	19,212 +130	+0.7%	+$1.65K	0.03%	251
2023 Q3	$232K	Hold	19,082	–	–	0.03%	262
2023 Q2	$241K	Hold	19,082	–	–	0.03%	257
2023 Q1	$230K	Sell	19,082 -1,296	-6%	-$15.5K	0.04%	258
2022 Q4	$241K	Buy	20,378 +3,000	+17%	+$36.8K	0.05%	232
2022 Q3	$196K	Buy	+17,378	New	+$215K	0.04%	249

Other funds holding GDIV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Proficio Capital Partners's GDIV Position: Q2 2024 in Review

Proficio Capital Partners sold out of Harbor Dividend Growth Leaders ETF (GDIV) in Q2 2024, closing a stake of 13,181 shares — an estimated $192K sold.

Proficio Capital Partners first reported a position in GDIV in Q3 2022 and held it in 7 quarters. The position peaked at $258K in Q4 2023. 27 funds tracked by Wall St. Rank hold GDIV as of Q2 2024.

Proficio Capital Partners reported no remaining Harbor Dividend Growth Leaders ETF position as of Q2 2024 after selling out during the quarter.
Proficio Capital Partners sold 13,181 Harbor Dividend Growth Leaders ETF shares in Q2 2024, an estimated $192K.
Proficio Capital Partners first reported a position in Harbor Dividend Growth Leaders ETF in Q3 2022 and held it in 7 quarters.
Proficio Capital Partners's Harbor Dividend Growth Leaders ETF position peaked at $258K in Q4 2023.
27 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q2 2024.

Based on Proficio Capital Partners's 13F filing for Q2 2024, filed 25 Jul 2024.