Harbor Asset Planning’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Harbor Asset Planning’s Portfolio XMMO Stock Details XMMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$349K	Buy	2,381 +4	+0.2%	+$624	0.26%	76
2026 Q2	$404K	Sell	2,377 -328	-12%	-$53.5K	0.3%	67
2026 Q1	$392K	Buy	2,705 +1,050	+63%	+$152K	0.33%	64
2025 Q4	$229K	Buy	1,655 +3	+0.2%	+$410	0.2%	85
2025 Q3	$223K	Buy	1,652 +3	+0.2%	+$395	0.2%	83
2025 Q2	$212K	Buy	+1,649	New	+$197K	0.2%	84

Other funds holding XMMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Harbor Asset Planning's XMMO Position: Q3 2026 in Review

Harbor Asset Planning increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 0.17% in Q3 2026, buying an estimated $624 and bringing the position to 2,381 shares worth $349K. The position accounts for 0.26% of the portfolio, ranked #76.

Harbor Asset Planning first reported a position in XMMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $404K in Q2 2026. 307 funds tracked by Wall St. Rank hold XMMO as of Q3 2026.

Harbor Asset Planning held 2,381 shares of Invesco S&P MidCap Momentum ETF worth $349K as of Q3 2026.
Harbor Asset Planning bought 4 Invesco S&P MidCap Momentum ETF shares in Q3 2026, an estimated $624.
Invesco S&P MidCap Momentum ETF made up 0.26% of Harbor Asset Planning's portfolio in Q3 2026, its #76 holding.
Harbor Asset Planning first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Invesco S&P MidCap Momentum ETF position peaked at $404K in Q2 2026.
307 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.