Guided Capital Wealth Management
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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
Q3 		$11M Sell
392,386
-2,748
-0.7% -$76.7K 6.38% 2
2026
Q2 		$10.7M Buy
+395,134
New +$10.4M 6.28% 3

Other funds holding INFO

Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Guided Capital Wealth Management's INFO Position: Q3 2026 in Review

Guided Capital Wealth Management reduced its Harbor PanAgora Dynamic Large Cap Core ETF (INFO) stake by 0.7% in Q3 2026, selling an estimated $76.7K and leaving 392,386 shares worth $11M. The position accounts for 6.38% of the portfolio, ranked #2.

Guided Capital Wealth Management first reported a position in INFO in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold INFO as of Q3 2026.

  • Guided Capital Wealth Management held 392,386 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $11M as of Q3 2026.
  • Guided Capital Wealth Management sold 2,748 Harbor PanAgora Dynamic Large Cap Core ETF shares in Q3 2026, an estimated $76.7K.
  • Harbor PanAgora Dynamic Large Cap Core ETF made up 6.38% of Guided Capital Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Guided Capital Wealth Management first reported a position in Harbor PanAgora Dynamic Large Cap Core ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q3 2026.

Based on Guided Capital Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.