Archford Capital Strategies’s Harbor PanAgora Dynamic Large Cap Core ETF INFO Stock Holding History

Archford Capital Strategies’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	$16.6M	Buy	609,085 +6,415	+1%	+$168K	1.68%	11
2026 Q1	$14.2M	Sell	602,670 -85,730	-12%	-$2.09M	1.62%	10
2025 Q4	$16.9M	Buy	688,400 +25,461	+4%	+$617K	1.97%	9
2025 Q3	$15.8M	Buy	662,939 +64,453	+11%	+$1.47M	1.88%	10
2025 Q2	$13.1M	Buy	598,486 +160,014	+36%	+$3.22M	1.68%	11
2025 Q1	$8.52M	Buy	+438,472	New	+$9.02M	1.25%	16

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

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Archford Capital Strategies's INFO Position: Q2 2026 in Review

Archford Capital Strategies increased its Harbor PanAgora Dynamic Large Cap Core ETF (INFO) stake by 1.1% in Q2 2026, buying an estimated $168K and bringing the position to 609,085 shares worth $16.6M. The position accounts for 1.68% of the portfolio, ranked #11.

Archford Capital Strategies first reported a position in INFO in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.9M in Q4 2025. 8 funds tracked by Wall St. Rank hold INFO as of Q2 2026.

Archford Capital Strategies held 609,085 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $16.6M as of Q2 2026.
Archford Capital Strategies bought 6,415 Harbor PanAgora Dynamic Large Cap Core ETF shares in Q2 2026, an estimated $168K.
Harbor PanAgora Dynamic Large Cap Core ETF made up 1.68% of Archford Capital Strategies's portfolio in Q2 2026, its #11 holding.
Archford Capital Strategies first reported a position in Harbor PanAgora Dynamic Large Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
Archford Capital Strategies's Harbor PanAgora Dynamic Large Cap Core ETF position peaked at $16.9M in Q4 2025.
8 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.