Integrated Wealth Concepts’s Harbor PanAgora Dynamic Large Cap Core ETF INFO Stock Holding History

Integrated Wealth Concepts’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	$22.3K	Buy	+821	New	+$21.5K	﹤0.01%	3995

Other funds holding INFO

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Integrated Wealth Concepts's INFO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Harbor PanAgora Dynamic Large Cap Core ETF (INFO) in Q2 2026: 821 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #3995 among its holdings.

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

Integrated Wealth Concepts held 821 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $22.3K as of Q2 2026.
Harbor PanAgora Dynamic Large Cap Core ETF was a new Integrated Wealth Concepts position in Q2 2026.
Harbor PanAgora Dynamic Large Cap Core ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3995 holding.
15 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.