SFG Wealth Management’s Harbor International Compounders ETF OSEA Stock Holding History

SFG Wealth Management’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 Q2	$427K	Sell	13,982 -2,168	-13%	-$65.7K	0.15%	82
2026 Q1	$468K	Hold	16,150	–	–	0.19%	65
2025 Q4	$489K	Sell	16,150 -110	-0.7%	-$3.33K	0.19%	82
2025 Q3	$481K	Buy	+16,260	New	+$475K	0.21%	82
2024 Q3	–	Sell	-54,721	Closed	-$1.51M	–	96
2024 Q2	$1.51M	Buy	+54,721	New	+$1.5M	0.86%	21

Other funds holding OSEA

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

PFWA

Paces Ferry Wealth Advisors Atlanta, Georgia $270M AUM 19.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

Nordwand Advisors Radnor, Pennsylvania $652M AUM 36.81% 1-Year Est. Return

SFG Wealth Management's OSEA Position: Q2 2026 in Review

SFG Wealth Management reduced its Harbor International Compounders ETF (OSEA) stake by 13% in Q2 2026, selling an estimated $65.7K and leaving 13,982 shares worth $427K. The position accounts for 0.15% of the portfolio, ranked #82.

SFG Wealth Management first reported a position in OSEA in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2024. 65 funds tracked by Wall St. Rank hold OSEA as of Q2 2026.

SFG Wealth Management held 13,982 shares of Harbor International Compounders ETF worth $427K as of Q2 2026.
SFG Wealth Management sold 2,168 Harbor International Compounders ETF shares in Q2 2026, an estimated $65.7K.
Harbor International Compounders ETF made up 0.15% of SFG Wealth Management's portfolio in Q2 2026, its #82 holding.
SFG Wealth Management first reported a position in Harbor International Compounders ETF in Q2 2024 and has held it in 5 quarters since.
SFG Wealth Management's Harbor International Compounders ETF position peaked at $1.51M in Q2 2024.
65 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.