Sequoia Financial Advisors’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

Sequoia Financial Advisors’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
2026 Q2	$21.6M	Buy	1,169,405 +12,854	+1%	+$232K	0.11%	135
2026 Q1	$19.3M	Sell	1,156,551 -43,871	-4%	-$759K	0.11%	129
2025 Q4	$20M	Buy	1,200,422 +22,960	+2%	+$376K	0.11%	129
2025 Q3	$19.1M	Sell	1,177,462 -43,456	-4%	-$684K	0.12%	123
2025 Q2	$18.9M	Sell	1,220,918 -42,536	-3%	-$619K	0.13%	123
2025 Q1	$18.4M	Sell	1,263,454 -155,869	-11%	-$2.39M	0.14%	126
2024 Q4	$21.6M	Buy	+1,419,323	New	+$21.9M	0.21%	101
2024 Q1	–	Sell	-10,876	Closed	-$146K	–	1223
2023 Q4	$146K	Buy	+10,876	New	+$138K	﹤0.01%	1136

Other funds holding GDIV

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

PAG

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

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

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

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

CHIAL

Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Sequoia Financial Advisors's GDIV Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Harbor Dividend Growth Leaders ETF (GDIV) stake by 1.1% in Q2 2026, buying an estimated $232K and bringing the position to 1,169,405 shares worth $21.6M. The position accounts for 0.11% of the portfolio, ranked #135.

Sequoia Financial Advisors first reported a position in GDIV in Q4 2023 and has held it in 8 quarters since. The position peaked at $21.6M in Q4 2024. 12 funds tracked by Wall St. Rank hold GDIV as of Q2 2026.

Sequoia Financial Advisors held 1,169,405 shares of Harbor Dividend Growth Leaders ETF worth $21.6M as of Q2 2026.
Sequoia Financial Advisors bought 12,854 Harbor Dividend Growth Leaders ETF shares in Q2 2026, an estimated $232K.
Harbor Dividend Growth Leaders ETF made up 0.11% of Sequoia Financial Advisors's portfolio in Q2 2026, its #135 holding.
Sequoia Financial Advisors first reported a position in Harbor Dividend Growth Leaders ETF in Q4 2023 and has held it in 8 quarters since.
Sequoia Financial Advisors's Harbor Dividend Growth Leaders ETF position peaked at $21.6M in Q4 2024.
12 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.