PSCE β€” Invesco S&P SmallCap Energy ET

Ownership history in HARBOR CAPITAL ADVISORS, INC.  Β·  6 quarters on record

AI Ownership Summary

HARBOR CAPITAL ADVISORS, INC. reported Invesco S&P SmallCap Energy ET (PSCE) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q3. The latest visible filing shows PSCE at 0.28% 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 PSCE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR CAPITAL ADVISORS, INC.'s position in Invesco S&P SmallCap Energy ET, 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
2025 Q4

PSCE was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 HARBOR CAPITAL ADVISORS, INC. held PSCE β€” position size vs. price
% of Fund (quarterly)    PSCE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 85,119 -25,069 -22.8% 0.28% $3.7M 2026-02-14 (Est.) $53.09
2025 Q3 ADDED 110,188 +32,533 +41.9% 0.36% $4.7M 2025-10-15 $41.04
2025 Q2 ADDED 77,655 +3,490 +4.7% 0.13% $3.0M 2025-07-09 $39.93
2025 Q1 ADDED 74,165 +52,771 +246.7% 0.14% $3.1M 2025-04-14 $33.18
2024 Q4 ADDED 21,394 +21,040 +5943.5% 0.05% $1.0M 2025-01-10 $48.80
2024 Q3 INITIATED 354 β€” β€” 0.00% $17K 2024-10-29 $46.23

🏒 Other funds also holding PSCE

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Activest Wealth Management 3Y 0.0%

FAQ About HARBOR CAPITAL ADVISORS, INC. and PSCE

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

How long has HARBOR CAPITAL ADVISORS, INC. reported owning PSCE?

HARBOR CAPITAL ADVISORS, INC. reported PSCE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported PSCE position in HARBOR CAPITAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for PSCE was 0.36% in 2025 Q3.

What is the latest reported PSCE position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR CAPITAL ADVISORS, INC. reported 85,119 shares, equal to 0.28% of portfolio, with an estimated market value of $3.7M.

What does the chart on this PSCE ownership page compare?

The chart compares HARBOR CAPITAL ADVISORS, INC.'s quarterly PSCE 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.

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