Harbor Asset Planning’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Harbor Asset Planning’s Portfolio PSCI Stock Details PSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1K	Hold	108	–	–	0.02%	308
2026 Q1	$16.7K	Hold	108	–	–	0.01%	312
2025 Q4	$16.2K	Buy	108 +1	+0.9%	+$150	0.01%	311
2025 Q3	$15.9K	Hold	107	–	–	0.01%	299
2025 Q2	$14.3K	Buy	+107	New	+$13.1K	0.01%	298

Other funds holding PSCI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TPW

TOP Private Wealth Glastonbury, Connecticut $104M AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Harbor Asset Planning's PSCI Position: Q2 2026 in Review

Harbor Asset Planning held its Invesco S&P SmallCap Industrials ETF (PSCI) position steady in Q2 2026 at 108 shares worth $20.1K. The position accounts for 0.02% of the portfolio, ranked #308.

Harbor Asset Planning first reported a position in PSCI in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

Harbor Asset Planning held 108 shares of Invesco S&P SmallCap Industrials ETF worth $20.1K as of Q2 2026.
Harbor Asset Planning left its Invesco S&P SmallCap Industrials ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Industrials ETF made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #308 holding.
Harbor Asset Planning first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2025 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.