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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Harbor Asset Planning's PSCI Position: Q1 2026 in Review

Harbor Asset Planning held its Invesco S&P SmallCap Industrials ETF (PSCI) position steady in Q1 2026 at 108 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #312.

Harbor Asset Planning first reported a position in PSCI in Q2 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

  • Harbor Asset Planning held 108 shares of Invesco S&P SmallCap Industrials ETF worth $16.7K as of Q1 2026.
  • Harbor Asset Planning left its Invesco S&P SmallCap Industrials ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Industrials ETF made up 0.01% of Harbor Asset Planning's portfolio in Q1 2026, its #312 holding.
  • Harbor Asset Planning first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.