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 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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbor Asset Planning's XMMO Position: Q2 2026 in Review

Harbor Asset Planning reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 12% in Q2 2026, selling an estimated $53.5K and leaving 2,377 shares worth $404K. The position accounts for 0.3% of the portfolio, ranked #67.

Harbor Asset Planning first reported a position in XMMO in Q2 2025 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Harbor Asset Planning held 2,377 shares of Invesco S&P MidCap Momentum ETF worth $404K as of Q2 2026.
Harbor Asset Planning sold 328 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $53.5K.
Invesco S&P MidCap Momentum ETF made up 0.3% of Harbor Asset Planning's portfolio in Q2 2026, its #67 holding.
Harbor Asset Planning first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.