AWA
INFO

Acumen Wealth Advisors’s Harbor PanAgora Dynamic Large Cap Core ETF INFO Stock Holding History

Acumen Wealth Advisors’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.02K Buy
+295
New +$7.74K ﹤0.01% 358

Other funds holding INFO

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acumen Wealth Advisors's INFO Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Harbor PanAgora Dynamic Large Cap Core ETF (INFO) in Q2 2026: 295 shares worth $8.02K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings.

9 funds tracked by Wall St. Rank hold INFO as of Q2 2026.

  • Acumen Wealth Advisors held 295 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $8.02K as of Q2 2026.
  • Harbor PanAgora Dynamic Large Cap Core ETF was a new Acumen Wealth Advisors position in Q2 2026.
  • Harbor PanAgora Dynamic Large Cap Core ETF made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #358 holding.
  • 9 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.