Proactive Wealth Strategies’s Harbor Human Capital Factor US Large Cap ETF HAPI Stock Holding History

Proactive Wealth Strategies’s Portfolio HAPI Stock Details HAPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.33M	Buy	58,660 +29,468	+101%	+$1.21M	0.44%	62
2025 Q4	$1.2M	Buy	29,192 +29	+0.1%	+$1.18K	0.47%	59
2025 Q3	$1.17M	Buy	29,163 +526	+2%	+$20.6K	0.51%	60
2025 Q2	$1.09M	Buy	28,637 +1,295	+5%	+$45.4K	0.52%	61
2025 Q1	$932K	Buy	27,342 +539	+2%	+$19.4K	0.5%	60
2024 Q4	$954K	Buy	+26,803	New	+$961K	0.5%	55

Other funds holding HAPI

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Proactive Wealth Strategies's HAPI Position: Q1 2026 in Review

Proactive Wealth Strategies increased its Harbor Human Capital Factor US Large Cap ETF (HAPI) stake by 101% in Q1 2026, buying an estimated $1.21M and bringing the position to 58,660 shares worth $2.33M. The position accounts for 0.44% of the portfolio, ranked #62.

Proactive Wealth Strategies first reported a position in HAPI in Q4 2024 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold HAPI as of Q1 2026.

Proactive Wealth Strategies held 58,660 shares of Harbor Human Capital Factor US Large Cap ETF worth $2.33M as of Q1 2026.
Proactive Wealth Strategies bought 29,468 Harbor Human Capital Factor US Large Cap ETF shares in Q1 2026, an estimated $1.21M.
Harbor Human Capital Factor US Large Cap ETF made up 0.44% of Proactive Wealth Strategies's portfolio in Q1 2026, its #62 holding.
Proactive Wealth Strategies first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.