Archford Capital Strategies, LLC AGGS β€” HARBOR ETF TRUST

Ownership history in Archford Capital Strategies, LLC  Β·  4 quarters on record

AI Ownership Summary

Archford Capital Strategies, LLC reported HARBOR ETF TRUST (AGGS) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.76% in 2026 Q1. The latest visible filing shows AGGS at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Archford Capital Strategies, LLC's position in HARBOR ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AGGS was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Archford Capital Strategies, LLC held AGGS β€” position size vs. price
% of Fund (quarterly)    AGGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 169,789 +7,276 +4.5% 0.70% $6.9M 2026-07-17 $40.56
2026 Q1 ADDED β€” β€” β€” 162,513 +23,661 +17.0% 0.76% $6.6M 2026-04-15 $40.56
2025 Q4 ADDED β€” β€” β€” 138,852 +7,218 +5.5% 0.67% $5.7M 2026-01-15 $40.55
2025 Q3 INITIATED β€” β€” β€” 131,634 β€” β€” 0.65% $5.5M 2025-10-17 $40.36

FAQ About Archford Capital Strategies, LLC and AGGS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Archford Capital Strategies, LLC reported owning AGGS?

Archford Capital Strategies, LLC reported AGGS across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AGGS position in Archford Capital Strategies, LLC's portfolio?

The largest reported portfolio weight for AGGS was 0.76% in 2026 Q1.

What is the latest reported AGGS position on this page?

The most recent filing on this page is 2026 Q2, when Archford Capital Strategies, LLC reported 169,789 shares, equal to 0.70% of portfolio, with an estimated market value of $6.9M.

What does the chart on this AGGS ownership page compare?

The chart compares Archford Capital Strategies, LLC's quarterly AGGS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Archford Capital Strategies, LLC time their AGGS position?

Based on 13F filing dates vs. subsequent AGGS price moves, Archford Capital Strategies, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AGGS relative to SPY over the holding period was -14.3%.

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