Holos Integrated Wealth »

Harris Oakmark Etf Trust shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Harris Oakmark Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harris Oakmark Etf Trust held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Harris Oakmark Etf Trust by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $133k 4.8k 27.60

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Harris Oakmark Etf Trust

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

View all funds holding Harris Oakmark Etf Trust