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Harris Oakmark Etf Trust shares owned by Barnes Pettey Financial Advisors

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Barnes Pettey Financial Advisors from 13F filings

Historical chart of Barnes Pettey Financial Advisors investment in Harris Oakmark Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harris Oakmark Etf Trust held by Barnes Pettey Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $285k 10k 28.36

More positions owned by Barnes Pettey Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Wal-Mart Stores (WMT)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Raymond James Financial (RJF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alps Etf Tr Oshares Us Smlcp (OUSM)

View all positions for Barnes Pettey Financial Advisors

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
Wealth Enhancement Advisory Services
HPM Partners
LPL Financial
Abound Financial
AI Financial Services
Commonwealth Equity Services
Greater Midwest Financial Group
KWB Wealth
Royal Bank of Canada
U.S. Capital Wealth Advisors
Steward Partners Investment Advisory
Raymond James Financial
NavPoint Financial
Blue Rock Wealth Management

View all funds holding Harris Oakmark Etf Trust