SWM
INFO

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
Q2 		$724K Buy
+26,638
New +$699K 0.26% 58

Other funds holding INFO

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

SFG Wealth Management's INFO Position: Q2 2026 in Review

SFG Wealth Management opened a new position in Harbor PanAgora Dynamic Large Cap Core ETF (INFO) in Q2 2026: 26,638 shares worth $724K. The stake represents 0.26% of the portfolio and ranks #58 among its holdings.

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

  • SFG Wealth Management held 26,638 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $724K as of Q2 2026.
  • Harbor PanAgora Dynamic Large Cap Core ETF was a new SFG Wealth Management position in Q2 2026.
  • Harbor PanAgora Dynamic Large Cap Core ETF made up 0.26% of SFG Wealth Management's portfolio in Q2 2026, its #58 holding.
  • 9 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.