Guided Capital Wealth Management’s Harbor PanAgora Dynamic Large Cap Core ETF INFO Stock Holding History

Guided Capital Wealth Management’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	$10.7M	Buy	+395,134	New	+$10.4M	6.28%	3

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Guided Capital Wealth Management's INFO Position: Q2 2026 in Review

Guided Capital Wealth Management opened a new position in Harbor PanAgora Dynamic Large Cap Core ETF (INFO) in Q2 2026: 395,134 shares worth $10.7M. The stake represents 6.28% of the portfolio and ranks #3 among its holdings.

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

Guided Capital Wealth Management held 395,134 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $10.7M as of Q2 2026.
Harbor PanAgora Dynamic Large Cap Core ETF was a new Guided Capital Wealth Management position in Q2 2026.
Harbor PanAgora Dynamic Large Cap Core ETF made up 6.28% of Guided Capital Wealth Management's portfolio in Q2 2026, its #3 holding.
9 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q2 2026.

Based on Guided Capital Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.