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Harris Oakmark Etf Trust shares owned by Horizon Wealth Management

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

Historical chart of Horizon Wealth Management investment in Harris Oakmark Etf Trust

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

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Quarterly reported holdings in Harris Oakmark Etf Trust by Horizon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 82k 26.78
2025-06-30 $38M 1.5M 25.68

More positions owned by Horizon Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Video Gmng Esprt (ESPO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Gbl Gold Mn (RING)
Coinbase Global Com Cl A (COIN)

View all positions for Horizon Wealth Management

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
Royal Bank of Canada
Steward Partners Investment Advisory
Raymond James Financial
Blue Rock Wealth Management
U.S. Capital Wealth Advisors
Western Pacific Wealth Management
Wiley Bros.-aintree Capital

View all funds holding Harris Oakmark Etf Trust