RWA Wealth Partners’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

RWA Wealth 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
2025 Q1	–	Sell	-16,800	Closed	-$256K	–	558
2024 Q4	$256K	Buy	16,800 +112	+0.7%	+$1.73K	﹤0.01%	506
2024 Q3	$258K	Sell	16,688 -11,893	-42%	-$176K	﹤0.01%	502
2024 Q2	$411K	Buy	28,581 +82	+0.3%	+$1.16K	0.01%	415
2024 Q1	$415K	Hold	28,499	–	–	0.01%	417
2023 Q4	$383K	Sell	28,499 -13,738	-33%	-$174K	0.01%	409
2023 Q3	$513K	Buy	+42,237	New	+$530K	0.01%	262
2023 Q2	–	Sell	-41,879	Closed	-$505K	–	339
2023 Q1	$505K	Hold	41,879	–	–	0.01%	170
2022 Q4	$509K	Buy	41,879 +2,331	+6%	+$28.6K	0.01%	170
2022 Q3	$446K	Hold	39,548	–	–	0.03%	169
2022 Q2	$473K	Buy	+39,548	New	+$497K	0.03%	161

Other funds holding GDIV

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

RWA Wealth Partners's GDIV Position: Q1 2025 in Review

RWA Wealth Partners sold out of Harbor Dividend Growth Leaders ETF (GDIV) in Q1 2025, closing a stake of 16,800 shares — an estimated $256K sold.

RWA Wealth Partners first reported a position in GDIV in Q2 2022 and held it in 10 quarters. The position peaked at $513K in Q3 2023. 29 funds tracked by Wall St. Rank hold GDIV as of Q1 2025.

RWA Wealth Partners reported no remaining Harbor Dividend Growth Leaders ETF position as of Q1 2025 after selling out during the quarter.
RWA Wealth Partners sold 16,800 Harbor Dividend Growth Leaders ETF shares in Q1 2025, an estimated $256K.
RWA Wealth Partners first reported a position in Harbor Dividend Growth Leaders ETF in Q2 2022 and held it in 10 quarters.
RWA Wealth Partners's Harbor Dividend Growth Leaders ETF position peaked at $513K in Q3 2023.
29 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.