SFG Wealth Management
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SFG Wealth Management’s Harbor PanAgora Dynamic Large Cap Core ETF INFO Stock Holding History

SFG Wealth Management’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
Q3 		$859K Buy
30,631
+3,993
+15% +$111K 0.31% 50
2026
Q2 		$724K Buy
+26,638
New +$699K 0.26% 58

Other funds holding INFO

Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

SFG Wealth Management's INFO Position: Q3 2026 in Review

SFG Wealth Management increased its Harbor PanAgora Dynamic Large Cap Core ETF (INFO) stake by 15% in Q3 2026, buying an estimated $111K and bringing the position to 30,631 shares worth $859K. The position accounts for 0.31% of the portfolio, ranked #50.

SFG Wealth Management first reported a position in INFO in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold INFO as of Q3 2026.

  • SFG Wealth Management held 30,631 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $859K as of Q3 2026.
  • SFG Wealth Management bought 3,993 Harbor PanAgora Dynamic Large Cap Core ETF shares in Q3 2026, an estimated $111K.
  • Harbor PanAgora Dynamic Large Cap Core ETF made up 0.31% of SFG Wealth Management's portfolio in Q3 2026, its #50 holding.
  • SFG Wealth Management first reported a position in Harbor PanAgora Dynamic Large Cap Core ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.