Harbor Capital Advisors’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Harbor Capital Advisors’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
2025 Q1	–	Sell	-2,257	Closed	-$303K	–	1508
2024 Q4	$303K	Buy	+2,257	New	+$312K	0.01%	614
2024 Q3	–	Sell	-609	Closed	-$73K	–	1357
2024 Q2	$73K	Buy	+609	New	+$74.3K	0.01%	709
2024 Q1	–	Sell	-8,644	Closed	-$1M	–	833
2023 Q4	$1M	Buy	8,644 +3,085	+55%	+$319K	0.19%	129
2023 Q3	$553K	Buy	5,559 +296	+6%	+$30.5K	0.12%	208
2023 Q2	$548K	Buy	+5,263	New	+$503K	0.11%	227

Other funds holding PSCI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Harbor Capital Advisors's PSCI Position: Q1 2025 in Review

Harbor Capital Advisors sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2025, closing a stake of 2,257 shares — an estimated $303K sold.

Harbor Capital Advisors first reported a position in PSCI in Q2 2023 and held it in 5 quarters. The position peaked at $1M in Q4 2023. 56 funds tracked by Wall St. Rank hold PSCI as of Q1 2025.

Harbor Capital Advisors reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2025 after selling out during the quarter.
Harbor Capital Advisors sold 2,257 Invesco S&P SmallCap Industrials ETF shares in Q1 2025, an estimated $303K.
Harbor Capital Advisors first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2023 and held it in 5 quarters.
Harbor Capital Advisors's Invesco S&P SmallCap Industrials ETF position peaked at $1M in Q4 2023.
56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2025.

Based on Harbor Capital Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.